UK wealth firms team up to support health service
As Zurich in the Middle East finds alternative ways to help life customers
Canaccord Genuity Wealth Management
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Feifa partners with UK wealth firm
To expand the number of investment strategies offered to its members
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How can investors navigate the coronavirus outbreak?
Questions raised about restructuring portfolios as firms start to ‘proactively contact’ clients
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PEOPLE MOVES: Canaccord Genuity, Embark, Matthews Asia
Wealth management firm names regional head, as pensions provider hires chief executive
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ESG message not getting through to DIY investors
‘There are more acronyms than you can shake a stick at’
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Canaccord Genuity WM names international chief executive
He replaces Grahame Lovett who will retire from the role and become executive chairman of CGWM Int’l
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CFA UK unveils ESG qualification with European expansion plans
As IFA partners with Cannacord Genuity WM to offer responsible futures investment range
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Independent women embrace financial freedom
It is becoming a bigger and bigger trend for spouses and partners to keep their finances separate
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Canaccord Genuity bolsters Australia operation with wealth deal
Acquisition will help the firm become an ‘increasingly stronger competitor’ in the country
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PEOPLE MOVES: Canaccord Genuity, Julius Baer, Investec AM
Promotions at CGWM and changes at the top for Julius Baer’s Italian business
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Canadian firm splashes out £28m on UK wealth manager
Also Quilter acquires financial adviser in administration for an undisclosed sum
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PEOPLE MOVES: Standard Life Aberdeen, Julius Baer, Merian
CEO structure change at UK investment firm, as wealth manager bolsters Latin America offering