GWM rebrands as Skybound Wealth Management
As it plans Australia and Europe expansion
Guardian Wealth Management
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Former Guardian Wealth managing director joins Blacktower
He will be the firm’s group director
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Ex-Guardian Wealth Qatar CEO hit with fine and ban
But financial hardship and coronavirus see the penalty commuted
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GWM hires Hargreaves alum
He was ‘heavily involved’ in the firm’s Wealth 50 funds list
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PEOPLE MOVES: Guardian Wealth, Franklin Templeton, James Hay
Wealth manager hires Woodbrook Group’s former COO, as investment giant names executive vice president
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Guardian Wealth Management trio exit the business
As it is sold to a private equity vehicle managed by Skybound Capital
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Guardian Wealth duo fined and banned by Qatar regulator
With the firm’s chairman also censured
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PEOPLE MOVES: Guardian Wealth Management, Banque Havilland, Syz AM
Middle East departure at Guardian Wealth and chief executive changes at Banque Havilland and Syz
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CORRECTION: Adviser appeals $1m fine in Qatar
Guardian Wealth has not lodged an appeal against the outstanding fine
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PEOPLE MOVES: Guardian, Zurich, Lloyd’s of London
Guardian Wealth Management has hired from deVere, Zurich appoints from within to lead acquisition and Lloyd’s historic first female chief announces exit.
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Guardian unit enters into deal with Optimus Capital
GWM Investment Management has bought a stake in discretionary investment manager Optimus Capital to widen the range of services it can offer.
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PEOPLE MOVES: Guardian Wealth, Mark Mobius, Axa
A former Nexus Singapore financial planner joins Guardian Wealth in Dubai, Mark Mobius nabs two former Franklin Templeton colleagues for his asset management boutique and Axa announces the retirement of a veteran fund manager.