United Kingdom
Succession Wealth teams up with tech company
In a bid to tackle ‘one of the biggest challenges for adviser firms’
PEOPLE MOVES: LGT, FSCS, Stonehage Fleming
Bank names CEO, while UK lifeboat scheme COO steps down
UK wealth firm enters administration
‘Due to delays in the investment required for the business to begin trading’
IWP names former Succession Wealth adviser CEO of Welsh hub
As it rebrands the business
Ex-Utmost and Generali Worldwide duo team up
Venture has already partnered with Canaccord Genuity Wealth Management UK and Kingswood Group