Articles
Assets on platform engine provider GBST’s Composer wealth management administration platform increased by 12% to £150bn in 2020.
SJP partner firm numbers fall by 24 to 2,540
Written by Kat MitchellGross inflows at wealth management giant St James’s Place (SJP) fell 5% in 2020 to £14.33bn, according to its latest trading update published today.
11.8% rise in Brewin Financial Planning income
Written by Kat MitchellWealth manager Brewin Dolphin has reported an 11.8% rise in Financial Planning income in its latest trading update.
North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.
Fund manager Jupiter is set to make up to 90 staff redundant over the next six months as it looks to cut costs and restructure.
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Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.
Wealth manager and private bank Coutts is to relaunch its private office for UHNW clients under the new brand Coutts Family Office (CFO).
Investment scam victims are losing an average of £45,000 each to fraudsters and falling prey to a soaring number of 'clone' investment scams, latest figures from Action Fraud reveal.
Planner firm donates £133k to charity despite pandemic
Written by Kat MitchellCheshire-based Financial Planner Equilibrium donated £133,961 to 66 charitable organisations in its 2019/20 fiscal year as part of its aim to donate a total of £4m by 2028.