Industry

Richard Romer-Lee

Companies | 26 Feb 24

Square Mile’s Romer-Lee named Titan AM co-CEO

Regulator approved Titan’s acquisition of Square Mile on Friday

Financial Report. Reviewing investment portfolio. Adjusting portfolios from raising interest rates from the federal government or FED. Inflation, stock markets, funds, cryptocurrencies. Investors check their investment assets.

Companies | 22 Feb 24

Wealth Club launches managed portfolio service

Managed by head of research, Jonathan Moyes

Industry | 22 Feb 24

Clients ‘outliving their savings’ tops advisers’ list of concerns

71% of 200 advisers interviewed pointed to this as a major issue

People Moves | 22 Feb 24

PEOPLE MOVES: Evelyn Partners, LGT Wealth, Global X ETFs

Evelyn Partners adds to its Guildford office

Heather Hopkins, Nextwealth

Companies | 21 Feb 24

Five ‘significant shifts’ in financial advice to expect by 2028

Nextwealth has published a report titled Future of Financial Advice