Financial advisers expect the proportion of ESG investments they recommend to rise to 48% of total investment recommendations in the next five years, according to a new report.

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Thursday, 28 January 2021
Articles

Assets on platform engine provider GBST’s Composer wealth management administration platform increased by 12% to £150bn in 2020.

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Gross 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.

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Wealth manager Brewin Dolphin has reported an 11.8% rise in Financial Planning income in its latest trading update.

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EU-headquartered robo-adviser Scalable Capital is to close its UK business.

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North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

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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.

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Wednesday, 27 January 2021
Articles

Wealth manager and private bank Coutts is to relaunch its private office for UHNW clients under the new brand Coutts Family Office (CFO).

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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.

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