Financial planning firm John Lamb has launched its own wealth management arm, offering in-house personal portfolios for clients.
John Lamb Wealth Management will provide financial planning and investment advice to individuals and families with clients either opting for investment-only propositions or a full financial planning service. It will deliver this via in-house personal portfolios, powered by Purple Strategic Capital. John Lamb also has relationships with external discretionary fund managers who it will work with for clients with special requirements. CEO departures, M&A and a 'super office': The biggest wealth management stories of 2017 Managing director Paula Steele said: "We have been runnin...
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