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
- Articles
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.
Read more ...Average UK wealth increases 59%
- Thursday, 07 July 2022
- Articles
Average wealth from assets has grown by 59% over the past decade, according to a new report.
Read more ...1,000 work experience places on offer from SJP
- Friday, 10 June 2022
- Articles
Wealth manager St James’s Place is offering 'virtual' work experience to 1,000 young people in July to provide a financial services career taster.
Read more ...US private equity firm acquires UK wealth manager
- Friday, 10 June 2022
- Articles
Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital.
Read more ...JM Finn reports 125% increase in flows
- Tuesday, 31 May 2022
- Articles
Wealth manager JM Finn has reported a 125% increase in net organic flows for the year ending 31 December.
Read more ...SJP partners get new vulnerable client tools
- Thursday, 21 April 2022
- Articles
Wealth manager St James’s Place (SJP) has added two new tools for partners to help them to identify and support clients showing signs of financial vulnerability.
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