Wealth manager Q&A with Alice Shaw: Making a connection
The wealth manager on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry
The wealth manager on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry
Director of proposition on recognising the value wealth management can bring to clients and the importance of keeping an open mind
Succession Group founder and group chief executive Simon Chamberlain died on Friday 17 March, aged 51.
Acquisitive UK wealth manager Succession Group has added Independent Women to its list of recent purchases.
Wealth manager Succession Group has acquired IFA Chambers Group and financial planner Plan4Wealth for a total of £10m.