News
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EQ Positive Impact Portfolios added to Novia Global platform
The range of Positive Impact Portfolios, from the boutique wealth manager EQ Investors, has been added to the Novia Global offshore platform. EQ…
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Webinar: lifting the lid on Octopus Apollo VCT
Book your place for the Octopus Apollo VCT Webinar on Tuesday 25 June, at 11am. As you may know, Octopus Apollo VCT…
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Brown Shipley to acquire NW Brown
Brown Shipley, a wealth planning, investment management and lending firm, has acquired NW Brown & Co, a wealth manager based in Cambridge…
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Tilney makes senior hire in Scotland and opens new Edinburgh office
UK wealth management group Tilney has expanded its presence in Scotland, with a move to a new office in the capital city…
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Advisers fear sustained downturn
Over 60% of advisers expect to see clients’ allocations to global infrastructure increase over the next three years amidst widespread fear of…
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Tenet expands north west hub
Tenet has expanded its hub in the North West with its latest practice buyout, purchasing the client assets of Preston-based Colin Galbraith…
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Chase de Vere expands personal injury advice team into Yorkshire
Chase de Vere has appointed Amarjit Bansal as a Personal Injury and Court of Protection (PICOP) Independent Financial Adviser based from its…
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Advisers putting brakes on new client acquisition
Faced with economic and political uncertainty, many financial advisers have focused their energies on client retention instead of new client acquisition in…
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UnderwriteMe launches with New Leaf
New Leaf, the IFA network, has given all its 110 member firms free access to UnderwriteMe’s Protection Platform. Launching to the…
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The Fed versus the Forward Curve
Moritz Sterzinger, Director at JCRA, gave GBI an update about USD interest rates as at June 10, 2019. The headlines reported that…
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