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Wealth Management

Crédit Agricole Group

Latest news | 26 Jan 26

Fairstone predicts another record year for DBO acquisition programme

The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026

DeVere chief: ‘STM was the best of a bad bunch’

Latest news | 3 Jun 24

EXCLUSIVE: Part one of must-see video with deVere founder & CEO Nigel Green

Please subscribe and sign up on our sister title Investment International to be able to view part one of II’s exclusive and at times explosive big interview with deVere one of the must-watch videos of the year.

Close up arrow signs on asphalt city road

Companies | 11 Mar 24

Mattioli Woods receives £432m takeover bid

If approved, the deal would see the wealth manager transition to private ownership

Caroline Simmons

Companies | 25 Jan 24

Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther

Caroline Simmons will take up chief investment officer role in March

Tom Wooders

Best Practice | 8 Jan 24

What does 2024 hold in store for the wealth management industry?

Firms should prepare for three critical influences this year

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.