Guardian Wealth Management trio exit the business
As it is sold to a private equity vehicle managed by Skybound Capital
David Howell
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Guardian Wealth duo fined and banned by Qatar regulator
With the firm’s chairman also censured
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DeVere poaches Guardian manager in Middle East
The manager for Guardian Wealth Management’s Abu Dhabi office is to return to the deVere Group, with almost immediate effect.
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How to find a good financial adviser
It is vital to get any new relationship off on the right foot, especially when money is involved. Understanding the questions that prospective clients should be asking, can help advisers ensure they are the right person to meet that client’s needs.
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Portugal a ‘dark horse’ for IFAs but avoid France
Advisers looking to set up in Europe should avoid France and consider Portugal, a panel of industry experts said at International Adviser’s London event on Wednesday.
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GWM to ‘aggressively expand’ UHNW offering as Coady gets going
Guardian Wealth Management is to “aggressively expand” its ultra-high net worth client (UHNW) business, targeting UK residents as part of former deVere UK managing director Mike Coady’s new plans to grow its existing offices around the world in 2017.
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David Howell: Guardian Wealth Management’s accidental adviser
GWM’s David Howell talks about his firm’s expansion plans, alphabet soup, and the unintended consequences of RDR on the UK advice market.
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Middle East advisers applaud opening of Abu Dhabi free zone
Financial advisers in the Middle East have welcomed the long-awaited news that Abu Dhabi has opened its financial free zone, however, one IFA questioned whether it will be strong enough to compete with other financial hubs.
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How many times do you plan to get married
Asking a client how many times they plan to get married may not be the easiest way to build a rapport, but it should be on the agenda, according to Guardians David Howell.
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Cheese and pickle on brown please
Everyone knows bringing a packed lunch will save you money, but will it save you enough for retirement? Guardian Wealth Management’s David Howell takes a look
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putting people at the centre
The daunting task of planning a business model across several jurisdictions was made simpler for Guardian Wealth Management thanks to its client-focused approach. Success comes from acknowledging the people behind the transactions.
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the extension of the kid to insurance
Developed to make the process of buying funds simpler for investors, Key Information Documents are to be brought into the insurance arena. David Howell asks whether it can work.