wealth management
Technology
AT8 Group's Mark Loosmore talks to 2Plan about how it uses technology to boost the business.
10 December 2009
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Technology
Software provider Focus Solutions has upgraded its wealth management tool for financial advisers.
24 July 2009
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Technology
Tenon Financial Services (TFS) has chosen SEI to provide global wealth platform services as part of its new business model.
12 May 2009
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Your profession
BDO Stoy Hayward Investment Management is launching a strategic wealth management unit (SWM) to provide independent advice to individuals with more than £2m investable capital.
11 February 2009
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Offshore Investment
FirstRand International Wealth Management's recently launched Private Wealth Management arm has re-launched and re-branded the division's Guernsey-based fiduciary business.
23 January 2009
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Investment
AWD Chase de Vere is launching a bespoke wealth management service offering sophisticated financial planning techniques to high net worth clients, reports Professional Adviser .
31 October 2008
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Mortgages
Money Portal (MP) has partnered with Legal & General Mortgage Club to offer its members access to L&G's range of mortgage and general insurance products and services.
23 October 2008
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Your profession
Winterthur and AXA's combined wealth management businesses have relaunched today under a brand new structure.
16 October 2008
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Your profession
A new financial services business model branded AXA & Winterthur Wealth Management has been unveiled following a strategic review of the business.
17 July 2008
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