Operating profit and fund inflows fell at wealth manager St James’s Place during 2020 as the pandemic “inevitably disrupted” operations and performance.

Unique Financial Planning has launched a new wealth management arm in Surrey to target expansion in the HNW market. 

Openwork’s Mike Morrow and Investec’s Ciaran Whelan have joined the board of wealth manager trade body PIMFA.

Hargreaves Lansdown has seen the average age of clients drop from 45 to 37 in what it believes is a significant shift in its client demographics, it revealed today in its half yearly results.

Wealth managers need to adapt to fundamental changes to client behaviour caused by the Coronavirus pandemic, according to a new report.

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

Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.

Industry jargon deters nearly 55% of people from investing, according to a new survey.

Wealth manager Brown Shipley has appointed former Julius Baer executive Gordon Scott as head of strategic partnerships and entrepreneurs network.

Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee.