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.
Read more ...Adviser predicted to double ESG recommendations - report
- Thursday, 28 January 2021
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GBST platform assets hit £150bn
- Thursday, 28 January 2021
- Articles
Assets on platform engine provider GBST’s Composer wealth management administration platform increased by 12% to £150bn in 2020.
Read more ...SJP partner firm numbers fall by 24 to 2,540
- Thursday, 28 January 2021
- Articles
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.
Read more ...11.8% rise in Brewin Financial Planning income
- Thursday, 28 January 2021
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Wealth manager Brewin Dolphin has reported an 11.8% rise in Financial Planning income in its latest trading update.
Read more ...Robo-adviser to close UK wealth business
- Thursday, 28 January 2021
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EU-headquartered robo-adviser Scalable Capital is to close its UK business.
Read more ...North Wales Planner buys firm’s IFA arm
- Wednesday, 27 January 2021
- Articles
North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.
Read more ...Jupiter set to axe up to 90 jobs in restructure
- Wednesday, 27 January 2021
- Articles
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.
Read more ...Vintage to acquire Chartered Planner’s firm
- Wednesday, 27 January 2021
- Articles
Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.
Read more ...Coutts to relaunch £5bn UHNW arm
- 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).
Read more ...Clone investment scams surge 30% during lockdown
- Wednesday, 27 January 2021
- Articles
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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