WebMay 23, 2024 · GWM Investment Management has announced the acquisition of a stake in Optimus Capital. The deal, announced via a statement earlier today, will lead to a new bespoke portfolio service being added to GWM Investment Management’s offering, the company said. ... family offices and high-net-worth-individuals. Growth plan Chris … WebDec 11, 2024 · Mike Coady is to leave Guardian Wealth Management (GWM) after just 12 months at the company. The global wealth management firm has said via a statement that Coady will vacate his Chief Commercial Officer role in January. The decision was announced via a statement on Coady’s website MikeCoady.com, stating that he will be …
Mike Coady to leave Guardian Wealth in January
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