Latest news
Latest news | 2 Sep 25
Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.
Swiss wealth manager Indosuez acquires Banque Thaler
Indosuez Wealth Management now holds 100% of the capital of Banque Thaler
Wealthspire Advisors snaps up $380m RIA
Marin Financial Advisors has over $380m AUM
Financial planning | 27 Aug 25
Skybound Wealth launches division for sports professionals and creators
The new division, Athletes & Creators, will focus on planning tailored for these careers
Investment | 26 Aug 25
Marlborough appointed investment manager of Whitechurch Securities’ third party DFM service
It follows Ascot Lloyd’s acquisition of Whitechurch last year