Why one firm is ditching the wealth management tag

Katie Royals, 14/03/2023

Walker Crips’ decision to rebrand its wealth management arm to Walker Crips Financial Planning may have surprised some.

However, Dominic Martin, the managing director of the rebranded arm, said it was important to distinguish between its investment management arm and financial planning offering.

“There has always been some confusion,” he explained. Investment management and wealth management are often used interchangeably both within the industry and by clients. Financial p...

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