资讯

GlobalData on MSN3 个月
Titan Wealth expands with acquisition of Independent Wealth Planners
Wealth management Titan Wealth has acquired Independent Wealth Planners (IWP), a UK financial planning provider, subject to ...
WealthManagement.com2 年
RIA Roundup: EP Wealth Advisors adds $1B Lehman & DeRafelo Financial Resources
The team comes from IWP Family Office with $450 million ... “Having in-house access to tax, estate, philanthropy and investment management professionals is a game changer and allows us to ...