10/01/2018
Following the acquisition, Kingswood Holdings would have over £2.0bn of assets under advice, 20 financial advisors and more than 4,000 active clients.
10/01/2018
For the 12-month period ended 31 March 2018, the combined businesses reported combined revenues of £3.8m and pre-tax profits of £180,000.
10/01/2018
Even without Brexit on the horizon, we constantly monitor markets and our portfolios, and always stand ready to make changes if we see significant shifts.
09/28/2018
Both have a deep corporate and personal perspective on the growth of wealth in Asia and the expansion of BEA’s range of skills and services to cater for this growth, especially in the massive mainland Chinese market on Hong Kong’s doorstep.
09/28/2018
Before entering the world of fixed income, Jones played football to “a high standard”, something that has stuck with him in his current role.