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SJP partners get new vulnerable client tools

Wealth manager St James’s Place (SJP) has added two new tools for partners to help them to identify and support clients showing signs of financial vulnerability.


Quilter Cheviot adds two Planners to Dublin office

Quilter Cheviot Europe (QCE), the Irish subsidiary of wealth manager Quilter Cheviot, has added two Financial Planners to its Dublin team.


Millennials want human advice says study

Globally 64% of Millennials (people in their mid 20s to 35) and 51% of people in the 35-54 age bracket are willing to pay more for personalised investing products and services including financial advice, according to a new report. 


Son takes over from father as wealth firm CEO

Wealth manager and Financial Planner BRI Wealth Management has appointed Dan Boardman-Weston as its next CEO from 1 April. 

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