Wealth manager Brooks Macdonald Group has issued a profit correction today after identifying a £5m error on its full year figures published in September.
Read more ...Average UK wealth increases 59%
- Thursday, 07 July 2022
- Articles
Average wealth from assets has grown by 59% over the past decade, according to a new report.
Read more ...1,000 work experience places on offer from SJP
- Friday, 10 June 2022
- Articles
Wealth manager St James’s Place is offering 'virtual' work experience to 1,000 young people in July to provide a financial services career taster.
Read more ...US private equity firm acquires UK wealth manager
- Friday, 10 June 2022
- Articles
Financial services-focused US private equity firm Lovell Minnick Partners (LMP) is to acquire a majority stake in London-based wealth manager London & Capital.
Read more ...JM Finn reports 125% increase in flows
- Tuesday, 31 May 2022
- Articles
Wealth manager JM Finn has reported a 125% increase in net organic flows for the year ending 31 December.
Read more ...SJP partners get new vulnerable client tools
- Thursday, 21 April 2022
- Articles
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.
Read more ...Quilter Cheviot adds two Planners to Dublin office
- Monday, 11 April 2022
- Articles
Quilter Cheviot Europe (QCE), the Irish subsidiary of wealth manager Quilter Cheviot, has added two Financial Planners to its Dublin team.
Read more ...Millennials want human advice says study
- Friday, 01 April 2022
- Articles
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.
Read more ...Son takes over from father as wealth firm CEO
- Monday, 28 March 2022
- Articles
Wealth manager and Financial Planner BRI Wealth Management has appointed Dan Boardman-Weston as its next CEO from 1 April.
Read more ...Wealth management skills core for Financial Planners
- Wednesday, 09 March 2022
- Articles
Wealth management skills have become core for Financial Planners as the profession moves upmarket.
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