Tips for international financial advisers considering moving to the UK

The international financial services industry is incredibly rewarding and extremely enjoyable.  I know – I spent a decade living in the Middle East.  I thoroughly enjoyed my time working within such a dynamic sector and loved every minute of it. Yet, sometimes financial advisers working in the international space may, at some point in their careers, consider […]

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Rob Hodgson joins GWM Investment Management

Rob Hodgson, a British wealth management executive whose most recent role was as a senior private banker with Westpac in Sydney, will join the GWM Group’s London office on Monday. The position is a new one, and comes as the firm further expands its London office. As reported here last year, the Dubai-based GWM Group, […]

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Guardian Wealth Management Launches dedicated Corporate Solutions Division

Guardian Wealth Management, a multi-national financial planning firm, has launched a dedicated Corporate Solutions division due to ever-increasing demand for corporate planning in the UAE. The corporate specialists will provide services to business owners under organizational development, financial management and investment planning. They will help companies and employees with everything from insurance for employees through […]

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Guardian Wealth Management announces global expansion plans

Against a backdrop of Brexit and US Presidential uncertainty, Guardian Wealth Management enjoyed unprecedented growth in 2016 with revenues increasing by over 25% from 2015 and Adviser numbers increasing by more than a third.   Having already opened new offices in Abu Dhabi and added two industry heavyweights in the form of Mike Coady and […]

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Old Mutual International’s Jones joins Mike Coady at GWM

Darren Jones, the former head of international technical sales at Old Mutual International, has joined Guardian Wealth Management’s senior management team as technical and training director. This follows the announcement earlier on Wednesday at Guardian Wealth Management’s annual general meeting that former managing director of deVere UK Coady has become chief commercial officer ‘with immediate […]

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Mike Coady links up with Guardian Wealth Management

GWM Group has today announced at their AGM the appointment of Mike Coady as their Chief Commercial Officer with immediate effect. Mike Coady will be tasked with driving the global expansion of the GWM Group, as the company builds upon its position as one of the leading expatriate financial advisory organisations. Mike has been appointed to further strengthen […]

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What makes a great financial adviser?

Listening to the advice of a great financial adviser may not make you rich, but it is an excellent way to assure you that you are on the right path toward achieving your financial goals. Just like some accountants or some solicitors are better than others, some financial advisers are better than others. With almost […]

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The benefits of working with a financial adviser

Managing your own financial affairs requires a broad knowledge of your financial options. It requires an aptitude for choosing the most appropriate investments, monitoring those investments, and making sound decisions about whether or not to hold on to those investments. To make the right decisions, you need to keep abreast of the markets, new laws, […]

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A fortnightly look at global financial markets

The following is a detailed commentary and analysis from deVere Group’s International Investment Strategist, Tom Elliot regarding: Is U.S credit the next crisis? A downgrading of Siegel’s Constant?  Brexit, or ‘I’m sorry I haven’t a clue’. Capturing President Trump. Q4 asset allocation preferences (unhedged US dollar-based, updated at start of quarter): neutral equities vs. fixed […]

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Family Wealth Manager Scott Millar praises mentoring at Stapleford Park

When Albert Einstein said: “The only source of knowledge is experience” I believe he wasn’t too far away from a profound truth. Of course, in our industry formal qualifications are a prerequisite – forming the vital building blocks of knowledge that allow us to undertake the complex business of financial consultation. However, I firmly believe […]

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