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  • Jargon scares off more than half of investors

    Many are put off investing due to jargon
  • Walker Crips bolsters wealth management arm

    Dominic Martin of Walker Crips
  • 11.8% rise in Brewin Financial Planning income

    Robin Beer, chief executive at Brewin Dolphin
  • Covid-19 has changed wealthier clients - report

    Refinitiv report
  • Average age of HL clients falls from 45 to 37 

    HL CEO Chris Hill
  • Morrow and Whelan join PIMFA board

    PIMFA website
  • Unique Financial Planning launches HNW division 

    Unique website
  • Pandemic hits SJP operating profit and inflows

    Andrew Croft, CEO of St James's Place
  • Brooks FUM rises but planning revenue dips

    Caroline Connellan, CEO of Brooks Macdonald
  • WH Ireland hunts for acquisitions as AUM rises

    WH Ireland's website
  • Wealth manager makes top employers list

    Stuart Phillips, CEO at The Private Office
  • UK wealth grows faster despite pandemic

    Boston Consulting Group’s new global wealth report
  • WH Ireland makes first profit in 5 years

    WH Ireland said the improved results were driven by a continued improvement in the quality of the wealth management business over the year
  • AHR Private Clients boosts staff numbers 

    AHR logo
  • Raymond James launches third new branch of 2021

    Branch principal Paul Whitehead
  • Charles Stanley to be acquired by Raymond James

    Charles Stanley's website
  • Abrdn to buy AI wealth manager

    The AI-powered offering will be integrated into the provider’s existing offerings in its personal business arm
  • Pre-tax profits surge 33% at Brooks Macdonald

    Andrew Shepherd
  • Modest FUM growth at Brooks Macdonald

    Andrew Shepherd, CEO of Brooks Macdonald
  • Takeover target Charles Stanley reports revenue up 15%

    Charles Stanley's website
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