Kingswood
PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role
UK wealth manager splashes out £18m on IFA firm
Company has ‘three transactions under exclusive due diligence’ in its ‘robust’ pipeline
How to help clients near retirement as covid-19 spreads
If advisers haven’t reduced exposure to risk and volatility then the ‘horse has bolted’
PEOPLE MOVES: Kingswood, AAM Advisory, Rathbones
Top management reshuffle at wealth manager, as Asian advisory firm makes senior promotion
UK wealth firm has ‘significant’ US acquisition pipeline
Which could see assets under management in the States jump to $30bn in three years