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.

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Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market.

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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.

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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.

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A new Treasury Report has highlighted the wealth management sector as “particularly vulnerable” to money laundering.

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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.

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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.

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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.

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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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Average wealth from assets has grown by 59% over the past decade, according to a new report.

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