06/07/2022
Lombard Odier, together with the University of Oxford, has developed methods to scientifically test sustainable investments and optimize global investment strategies.
06/07/2022
Initially, both firms will retain their separate identities, and Brook Financial will continue to operate from its office in Ilminster
06/06/2022
These same factors also affect portfolio composition, which is the likelihood of owning certain types of wealth, such as housing or pensions.
06/02/2022
Canaccord Genuity Group has, via its Canaccord Genuity Wealth Management UK (CGWM UK) business, completed its previously announced acquisition of Punter Southall Wealth.