Wealth manager St James’s Place has posted a record pre-tax profit for 2022 of £405.4m, up 41% from £287.6m in 2021.
Read more ...IHT is top concern of HNW clients
- Wednesday, 15 February 2023
- Articles
The biggest concern of high net worth clients is planning for Inheritance Tax, according to new research from RBC Wealth Management.
Read more ...Swedish wealth manager enters UK market
- Tuesday, 14 February 2023
- Articles
Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market.
Read more ...Financial Planner joins PIMFA board
- Monday, 30 January 2023
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Financial Planner Andrew Shepherd, currently chief executive at wealth manager Brooks Macdonald, is one of two new appointments to the board of wealth management trade body PIMFA.
Read more ...St James's Place has second-best year for inflows
- Thursday, 26 January 2023
- Articles
Wealth manager St James's Place said 2022 was its second-best year for new business, despite the tough economic backdrop and a drop in inflows.
Read more ...Wealth management ‘vulnerable’ to money laundering
- Wednesday, 04 January 2023
- Articles
A new Treasury Report has highlighted the wealth management sector as “particularly vulnerable” to money laundering.
Read more ...Nearly 6 in 10 HNW investors worried about inflation
- Wednesday, 14 December 2022
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Six in ten (59%) investors with over £500,000 in investable assets are concerned about the threat of recession and the damage high inflation will do to their portfolios, according to a new report.
Read more ...Planners diversify to offer wider services - survey
- Tuesday, 15 November 2022
- Articles
Financial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.
Read more ...Pensions suffer as cost of living bites
- Tuesday, 01 November 2022
- Articles
A quarter of adults have stopped or are planning to stop contributing to their workplace pensions in order to keep up with rising living costs, a new study has found.
Read more ...Brooks issues profit correction after £5m error
- Thursday, 27 October 2022
- Articles
Wealth manager Brooks Macdonald Group has issued a profit correction today after identifying a £5m error on its full year figures published in September.
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