Guardian launches adviser learning tool
Guardian Wealth Management has launched a digital in-house training programme known as GWM Illuminate, to delivers CPD accredited regulated learning across the entire business.
Guardian Wealth Management
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Guardian unveils auto-plan tool
Guardian Wealth Management (GWM) has launched an automated financial planner.
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Guardian’s new client division to tackle industry shortfalls
Guardian Wealth Management has launched a new division to focus on client relationship culture after research found that most expats feel the ongoing service they receive from their IFA firms has declined or stopped altogether.
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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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UK Best Practice Adviser Award winners revealed
The first set of winners in International Adviser’s Best Practice Adviser Awards 2017 series were revealed on 3 May at the Waldorf London.
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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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CII qualifications ‘no use’ in international financial planning
International qualifications from the Chartered Insurance Institute (CII) are “no use to anyone” providing financial planning in overseas jurisdictions, according to Sarah Lord, one of the most highly qualified female financial planners in the UK.
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PEOPLE MOVES: Citi, Guardian Wealth, Brewin Dolphin
Citi Private Bank has named two heads of investment for Asia Pacific, with GWM Investment Management adding a senior wealth manager in London. Brewin Dolphin’s Jersey office has a new head.
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Mike Coady heading up Guardian Wealth’s new UAE division
Ex-deVere UK managing director Mike Coady is heading up Guardian Wealth Management’s new corporate solutions division in the UAE.
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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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deVere launches private bank following St Lucia acquisition
deVere Group, one of the world’s largest independent financial advisory organisations, has launched its own private bank on the Caribbean island of St Lucia.
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Old Mutual International’s Jones joins Mike Coady at GWM
Darren Jones, the former head of international technical sales at Old Mutual International, has joined Guardian Wealth Management’s senior management team as technical and training director.