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Canaccord Genuity Wealth Management UK & Europe has acquired more than 100 client portfolios from Duncan Lawrie Private Banking’s Isle of Man unit. The portfolios comprise of 62% those that use discretionary investment management and 38% execution-only stock broking services 38%, according to various reports. As reported, Duncan Lawrie sold its investment management business to Brewin Dolphin at the end of […]
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Peter Brigham, of Monaco's Rosemont International, explains why a multi-faceted global strategy is needed today for HNW clients
