wealth manager

Robo-adviser Netwealth raises £10m in third funding round

Netwealth, a digital wealth manager, has raised a further £10m investment in its third funding round led by British businessman…

UK wealth manager Kingswood raises £80m to support acquisitions

British wealth manager Kingswood has raised up to £80m ($98.7m) to support future acquisitions in the UK, US, and Asia.…

AFH snaps up advice firm Monopoly Financial Consultants

AFH, a UK-based financial planning led wealth management firm, has acquired Hertfordshire-based Monopoly Financial Consultants in a deal valued at…

One third of affluent investors forego financial planners

A survey has indicated over one third of high profile investors flourish without having to use a financial planner to…