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

Financial advisers expect the proportion of ESG investments they recommend to rise to 48% of total investment recommendations in the next five years, according to a new report.

Assets on platform engine provider GBST’s Composer wealth management administration platform increased by 12% to £150bn in 2020.

Gross inflows at wealth management giant St James’s Place (SJP) fell 5% in 2020 to £14.33bn, according to its latest trading update published today.

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

EU-headquartered robo-adviser Scalable Capital is to close its UK business.

North Wales-based Celtic Financial Planning has acquired the financial advisory arm of Widnes-based Halton Insurance Services.

Fund manager Jupiter is set to make up to 90 staff redundant over the next six months as it looks to cut costs and restructure.

Vintage Wealth Management is to acquire Surrey-based Corfe Wealth Management for an undisclosed sum.

Wealth manager and private bank Coutts is to relaunch its private office for UHNW clients under the new brand Coutts Family Office (CFO).