3 minutes
Edinburgh-headquartered Aveni.ai, specialists in AI for financial services, has been selected by Advanta Wealth, a nationwide chartered wealth management business to enhance adviser customer service and reduce administrative time. The business has adopted Aveni Assist across its team of advisers as
2 minutes
Advanta Solutions has acquired M W Wealth Management Ltd, a Hertford based advice firm for an undisclosed sum. With offices in London, Glasgow, and Dundee, this is Advanta’s sixth acquisition in the last 18 months and adds a further £65 million AUM to Advanta’s stewardship.
2 minutes
Advanta Wealth, the wealth management company which has offices in Glasgow, Esher, Dundee and London, has announced a three year partnership with the Rugby Players Association (RPA).
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