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  • WH Ireland said the improved results were driven by a continued improvement in the quality of the wealth management business over the year

    WH Ireland makes first profit in 5 years

  • AHR logo

    AHR Private Clients boosts staff numbers 

  • Branch principal Paul Whitehead

    Raymond James launches third new branch of 2021

  • Charles Stanley's website

    Charles Stanley to be acquired by Raymond James

  • The AI-powered offering will be integrated into the provider’s existing offerings in its personal business arm

    Abrdn to buy AI wealth manager

  • Andrew Shepherd

    Pre-tax profits surge 33% at Brooks Macdonald

  • Andrew Shepherd, CEO of Brooks Macdonald

    Modest FUM growth at Brooks Macdonald

  • Charles Stanley's website

    Takeover target Charles Stanley reports revenue up 15%

  • The figures published by HMRC this morning come amongst speculation of an upcoming reform to IHT.

    Wealth managers react as IHT burden rises

  • Nigel Green, CEO of deVere Group

    Wealth manager deVere doubles ESG pledge

  • IWP's website

    IWP acquires £135m wealth manager in 30th deal

  • M&G Wealth's John Foley

    M&G gets green light for Sandringham takeover 

  • St Jame's Place logo

    SJP MD Gascoigne to retire this year

  • St James’s Place unveils new logo and brand

  • L-R: Tony Anderson, Nicola Crosbie, Callum Hamilton (Tweed Wealth Management)

    SJP reveals its 2022 Chartered Award Winners 

  • The research was conducted on behalf of Oxford Risk

    Clients threaten to jump ship over ESG

  • SJP CEO Andrew Croft

    SJP pre-tax profits up 8% to £353.8m in 2021

  • Financial Planners are increasingly working with wealthier clients

    Wealth management skills core for Financial Planners

  • Dan Boardman-Weston

    Son takes over from father as wealth firm CEO

  • Refinitiv wealth report

    Millennials want human advice says study

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