Tag: wealth

Grant Thornton divests non-public wealth enterprise to Oreana

Grant Thornton sells private assets to Oreana

Auditing and advisory firm Grant Thornton has sold its private wealth business to Oreana Group, an investment and asset management company headquartered in Melbourne. The decision to sell the entity comes under pressure from Grant Thornton’s global management team, who are working diligently to ensure that its member companies avoid potential conflicts of interest. Grant

Guardian Capital Group Restricted Completes Acquisition of BNY Mellon’s Canadian Wealth Administration Enterprise Toronto Inventory Change:GCG

Guardian Capital Group Limited Completes Acquisition of BNY Mellon’s Canadian Wealth Management Business Toronto Stock Exchange:GCG

TORONTO, March 1, 2021 (GLOBE NEWSWIRE) – Guardian Capital Group Limited (Guardian) (TSX: GCG) (TSX: GCG.A) announced today that it has completed the acquisition of BNY Mellon Wealth Management, Advisory Services, Inc. has completed. (WMAS), a Canada-based asset management company. In the future, this company will be renamed Guardian Partners Inc. (GPI) to reflect the

Leicester wealth recommendation firm expands monetary consultancy group

Leicester wealth advice company expands financial consultancy team

A Leicester-based wealth management firm has hired three new employees in key roles. Westerby Investment Management, an Independent Financial Advisor, made the appointments to meet the growing need for impartial independent financial advice in the Leicestershire area and beyond. Glenn Stredder and Mike Callaghan joined the company as Senior Financial Consultants. Carol Keeling joined the