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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.

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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.

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Swedish wealth manager enters UK market

Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market.

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Financial Planner joins PIMFA board

Financial Planner Andrew Shepherd, currently chief executive at wealth manager Brooks Macdonald, is one of two new appointments to the board of wealth management trade body PIMFA.

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