David Howell
Guardian Wealth Management trio exit the business
As it is sold to a private equity vehicle managed by Skybound Capital
Guardian Wealth duo fined and banned by Qatar regulator
With the firm’s chairman also censured
DeVere poaches Guardian manager in Middle East
The manager for Guardian Wealth Management’s Abu Dhabi office is to return to the deVere Group, with almost immediate effect.
Best Practice | 12 May 17
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.
Best Practice | 3 May 17
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.