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  • Planners diversify to offer wider services - survey

    We asked readers which descriptor best describes their primary role
  • Nearly 6 in 10 HNW investors worried about inflation

    Charles Stanley surveyed over 200 HNW investors in October.
  • Wealth management ‘vulnerable’ to money laundering

    Wealth management is at risk of money laundering
  • St James's Place has second-best year for inflows

    Andrew Croft, chief executive, St James's Place
  • Financial Planner joins PIMFA board

    Liz Field, chief executive of PIMFA
  • Swedish wealth manager enters UK market

    Gustaf Rentzhog, group CEO of Söderberg & Partners
  • IHT is top concern of HNW clients 

    Many HNW clients are concerned about IHT and planning for later life
  • St James’s Place profits jump 41%

    Andrew Croft, chief executive of St James's Place
  • Quilter AUMA fell 11% in 2022

    Quilter website
  • UBS to acquire troubled Credit Suisse

    UBS logo
  • FCA orders wealth manager to halt trading as arrest made

    FCA HQ
  • Irwin Mitchell acquires Leeds wealth manager

    Irwin Mitchell's website
  • Assets fall by 12% at JM Finn

    Hugo Bedford, CEO at JM Finn
  • Rathbones/Investec Wealth merger moves closer

    L-R: Iain Hooley, chief executive designate, Investec W&I UK; Paul Stockton, group chief executive, Rathbones Group Plc and Fani Titi, Investec group chief executive
  • UBS completes £2.5bn Credit Suisse takeover

  • Titan Wealth snaps up Square Mile

    Square Mile website
  • Canaccord launches Planning office with senior hire

    Hazel Bowen
  • SJP to boost number of disabled financial advisers

  • Ex-Brooks director launches DFM-based wealth manager

    Daniel Minett
  • Profits leap 48% at Mattioli Woods

    Ian Mattioli, chief executive of Mattioli Woods
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