St James's Place has second-best year for inflows
- Thursday, 26 January 2023
- Articles
![Andrew Croft, chief executive, St James's Place](/media/k2/items/cache/7083c25dc5447d75913f62b911c4eba3_Generic.jpg)
Wealth manager St James's Place said 2022 was its second-best year for new business, despite the tough economic backdrop and a drop in inflows.
Read more...Wealth management ‘vulnerable’ to money laundering
- Wednesday, 04 January 2023
- Articles
![Wealth management is at risk of money laundering](/media/k2/items/cache/531a45c18e313becb29327293035d56b_Generic.jpg)
A new Treasury Report has highlighted the wealth management sector as “particularly vulnerable” to money laundering.
Read more...Nearly 6 in 10 HNW investors worried about inflation
- Wednesday, 14 December 2022
- Articles
![Charles Stanley surveyed over 200 HNW investors in October.](/media/k2/items/cache/20312e64d0259983b36a8f735e40a2c3_Generic.jpg)
Six in ten (59%) investors with over £500,000 in investable assets are concerned about the threat of recession and the damage high inflation will do to their portfolios, according to a new report.
Read more...Planners diversify to offer wider services - survey
- Tuesday, 15 November 2022
- Articles
![We asked readers which descriptor best describes their primary role](/media/k2/items/cache/f4ca78dfbacfacf4e74c447526c2b68d_Generic.jpg)
Financial Planners are continuing to diversify their business offerings with a wider range of wealth management and professional services, according to our annual Financial Planning profession reader survey.
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