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wealth management

Your profession

BDO Stoy Hayward launches wealth unit

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.

clock 11 February 2009 •

Offshore Investment

FirstRand revamps wealth management Guernsey arm

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

clock 23 January 2009 •

Investment

AWD launches Advanced Wealth Management service

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

clock 31 October 2008 •

Mortgages

Money Portal expands mortgage offering

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.

clock 23 October 2008 •

Your profession

AXA Winterthur launches revamped wealth arm

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

clock 16 October 2008 •

Your profession

AXA and Winterthur wealth units to merge

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

clock 17 July 2008 •

Your profession

Thinc acquires Watterson Wealth

Thinc Group has acquired Watterson Wealth Management (WWM) as part of its ongoing growth strategy it was announced today.

clock 19 February 2008 •

Your profession

IFAs offered wealth management Masters

BPP Professional Education and the Securities & Investment Institute (SII) are teaming up to launch a Masters degree in wealth management.

clock 04 February 2008 •

Investment

Close Brothers integrates private client businesses

Close Brothers is to integrate its three private client businesses under the new Close Wealth Management Group brand.

clock 03 September 2007 •

Your profession

John Milne & Co acquired by iimia

iimia Investment Group has acquired Cornwall based independent financial adviser, John Miln & Co, for an undisclosed sum it was announced today.

clock 01 August 2007 •
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