Guardian Wealth Management
Middle East | 3 May 17
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.
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.
Middle East | 20 Apr 17
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.
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.
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.