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  • Quilter Cheviot's website

    Quilter Cheviot adds two Planners to Dublin office

  • Vulnerable clients needs support and fair treatment

    SJP partners get new vulnerable client tools

  • Hugo Bedford, CEO of JM Finn

    JM Finn reports 125% increase in flows

  • US private equity firm acquires UK wealth manager 

  • New SJP logo

    1,000 work experience places on offer from SJP 

  • The wealthiest 25% of the population now own wealth estimated at an average of £733,800

    Average UK wealth increases 59%

  • Brooks Macdonald website

    Brooks issues profit correction after £5m error

  • One Step Financial Planning website

    Pensions suffer as cost of living bites

  • We asked readers which descriptor best describes their primary role

    Planners diversify to offer wider services - survey

  • Charles Stanley surveyed over 200 HNW investors in October.

    Nearly 6 in 10 HNW investors worried about inflation

  • Wealth management is at risk of money laundering

    Wealth management ‘vulnerable’ to money laundering

  • Andrew Croft, chief executive, St James's Place

    St James's Place has second-best year for inflows

  • Liz Field, chief executive of PIMFA

    Financial Planner joins PIMFA board

  • Gustaf Rentzhog, group CEO of Söderberg & Partners

    Swedish wealth manager enters UK market

  • Many HNW clients are concerned about IHT and planning for later life

    IHT is top concern of HNW clients 

  • Andrew Croft, chief executive of St James's Place

    St James’s Place profits jump 41%

  • Quilter website

    Quilter AUMA fell 11% in 2022

  • UBS logo

    UBS to acquire troubled Credit Suisse

  • FCA HQ

    FCA orders wealth manager to halt trading as arrest made

  • Irwin Mitchell's website

    Irwin Mitchell acquires Leeds wealth manager

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