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  • Wealth managers react as IHT burden rises

    The figures published by HMRC this morning come amongst speculation of an upcoming reform to IHT.
  • Wealth manager deVere doubles ESG pledge

    Nigel Green, CEO of deVere Group
  • IWP acquires £135m wealth manager in 30th deal

    IWP's website
  • M&G gets green light for Sandringham takeover 

    M&G Wealth's John Foley
  • SJP MD Gascoigne to retire this year

    St Jame's Place logo
  • St James’s Place unveils new logo and brand

  • SJP reveals its 2022 Chartered Award Winners 

    L-R: Tony Anderson, Nicola Crosbie, Callum Hamilton (Tweed Wealth Management)
  • Clients threaten to jump ship over ESG

    The research was conducted on behalf of Oxford Risk
  • SJP pre-tax profits up 8% to £353.8m in 2021

    SJP CEO Andrew Croft
  • Wealth management skills core for Financial Planners

    Financial Planners are increasingly working with wealthier clients
  • Son takes over from father as wealth firm CEO

    Dan Boardman-Weston
  • Millennials want human advice says study

    Refinitiv wealth report
  • Quilter Cheviot adds two Planners to Dublin office

    Quilter Cheviot's website
  • SJP partners get new vulnerable client tools

    Vulnerable clients needs support and fair treatment
  • JM Finn reports 125% increase in flows

    Hugo Bedford, CEO of JM Finn
  • US private equity firm acquires UK wealth manager 

  • 1,000 work experience places on offer from SJP 

    New SJP logo
  • Average UK wealth increases 59%

    The wealthiest 25% of the population now own wealth estimated at an average of £733,800
  • Brooks issues profit correction after £5m error

    Brooks Macdonald website
  • Pensions suffer as cost of living bites

    One Step Financial Planning website
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