wealth management

MD Karl Hartey on how the firm uses paraplanners.

AT8 Group's Mark Loosmore talks to 2Plan about how it uses technology to boost the business.

Software provider Focus Solutions has upgraded its wealth management tool for financial advisers.

Tenon Financial Services (TFS) has chosen SEI to provide global wealth platform services as part of its new business model.

BDO Stoy Hayward Investment Management is launching a strategic wealth management unit (SWM) to provide independent advice to individuals with more than £2m investable capital.

FirstRand International Wealth Management's recently launched Private Wealth Management arm has re-launched and re-branded the division's Guernsey-based fiduciary business.

AWD Chase de Vere is launching a bespoke wealth management service offering sophisticated financial planning techniques to high net worth clients, reports Professional Adviser .

Money Portal (MP) has partnered with Legal & General Mortgage Club to offer its members access to L&G's range of mortgage and general insurance products and services.

Winterthur and AXA's combined wealth management businesses have relaunched today under a brand new structure.

A new financial services business model branded AXA & Winterthur Wealth Management has been unveiled following a strategic review of the business.