Daily Newsletter Sign-up

Register for Financial Planning Today website for FREE to view more stories and get our daily newsletters. Click on 2 stories to see Registration pop up.

UBS to acquire troubled Credit Suisse

 

Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.

Read more...

Quilter AUMA fell 11% in 2022

Assets under management and administration (AUMA) at wealth manager Quilter fell 11% during 2022 to £99.6bn, from £111.8bn in 2021.

Read more...

St James’s Place profits jump 41%

Wealth manager St James’s Place has posted a record pre-tax profit for 2022 of £405.4m, up 41% from £287.6m in 2021.

Read more...

IHT is top concern of HNW clients 

The biggest concern of high net worth clients is planning for Inheritance Tax, according to new research from RBC Wealth Management.

Read more...
 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details:
jobs.financialplanningtoday.co.uk/