A wealth management firm is celebrating after it was awarded Chartered status by the Chartered Insurance Institute (CII).

New research by Financial Planner and wealth manager Tilney has shown the depth of public disdain for death duties.

Wealth manager St. James’s Place has credited new business inflows with delivering funds under management in excess of £100bn.

A police probe has been launched into the collapse of an inheritance planning wealth management firm.

Independent wealth management group KW Wealth has bolstered its investment strategy team with two new hires.


Financial Planning and wealth management group Tilney has recruited a team of five highly-experienced wealth managers to focus on supporting ultra-high net worth clients.  

Succession Holdings, which has a number of Financial Planning subsidiaries, increased the turnover at its advice business by 71% last year.

Financial Planning and investment management firm Tilney has strengthened its team in Scotland with two new hires.

PIMFA, which represents around 1,000 UK wealth managers and and financial advisers, has welcomed the FCA’s decision to further investigate industry concerns about the operation of the PRIIPs regime since its implementation in January.

Financial Planning and wealth management firm Quilter has announced a number of changes to its executive committee.