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.
Read more ...SJP pre-tax profits up 8% to £353.8m in 2021
- Thursday, 24 February 2022
- Articles

St James's Place today reported annual IFRS pre-tax profits up by 8% to £353.8m in 2021 as business continued to grow despite pandemic lockdowns.
Read more ...Clients threaten to jump ship over ESG
- Tuesday, 15 February 2022
- Articles

Two thirds (63%) of retail investors would consider changing adviser because they are unhappy about the ESG focus from their wealth managers, according to new research.
Read more ...SJP reveals its 2022 Chartered Award Winners
- Thursday, 10 February 2022
- Articles

Nicola Crosbie of Moran Wealth Management in Scotland has been named as St James’s Place’s 2021 Chartered Financial Planner of the Year.
Read more ...St James’s Place unveils new logo and brand
- Friday, 28 January 2022
- Articles

Wealth manager St James’s Place has revamped its brand and logo today, dropping the words ‘wealth management’ from the title.
Read more ...SJP MD Gascoigne to retire this year
- Thursday, 27 January 2022
- Articles

The managing director of partnership at wealth manager St James’s Place, Ian Gascoigne, is to retire from the board and as a director on 31 March.
Read more ...M&G gets green light for Sandringham takeover
- Friday, 07 January 2022
- Articles

Fund and wealth management group M&G has received the regulatory go ahead for its acquisition of financial adviser firm Sandringham Financial Partners.
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