St James’s Place joins Protection Distribution Group

St James’s Place Wealth Management is among the latest firms to join the Protection Distribution Group (PDG).

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Sanlam signs deal with BNY Mellon’s Pershing

Sanlam UK’s wealth management division has entered into a multi-year agreement with BNY Mellon’s Pershing, a provider of trading, clearing, settlement and custody services.

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Dormant assets scheme could be extended to wealth managers

An independent report commissioned by the government has suggested expanding the dormant assets scheme to include investment and wealth managers.

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TPO London acquisition 'to boost independent advice'

A second acquisition of a London-based financial firm has been made by Leeds financial advice and wealth management company, The Private Office (TPO).

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