10/25/2023
St James’s Place suspends trading in £820m property fund
The UK wealth management firm is headquartered in Gloucestershire with offices around the UK
Wealth and Asset Management
10/25/2023
UBS Rolls Out the Welcome Mat for More Credit Suisse Analysts
A team of Credit Suisse senior researchers has moved to UBS, as the banks continue their integration journey
10/25/2023
Santander reports attributable profit of €8,143 million for the first nine months, increasing earnings per share by 17%
Net interest income increased 16%
10/25/2023
Elite managers pounce on UBS and Julius Baer stock
Both banks now sit among the top ten Swiss firms in Citywire’s Elite Companies Database
10/25/2023
Wealth managers too reliant on clients when deciding risk
Three in four (75%) wealth managers hugely rely on clients' own assessment of their suitable risk level.
10/25/2023
‘I spent too long trying to understand SJP’s fees’: Investor backs overhaul
Managers of Merchants Trust are sticking by SJP after FCA forced the national advice company to scrap exit penalties.
10/24/2023
Citi: Asia Wealth Client Referrals in Numbers
25 percent of acquisitions from the overall wealth business were also sourced from the credit card business.
10/24/2023
Ex-Quilter investment manager launches financial planning firm
Nicholas Hawkins has launched NH Wealth
10/24/2023
UBS Advisor Team ViewPoint Partners Named to Barron’s Top 100 Private Wealth Management Teams List
As a team of men and women spanning four generations, they offer a diversity of perspectives and experience to help clients achieve their financial goals, through every stage of life.
10/24/2023
What can alternatives do for your portfolio?
Investors should be aware of the unique drawbacks involved in investing in alternatives, like illiquidity.
10/24/2023
Artorius’ growth story continues.
The group reported an adjusted EBITDA loss of £(0.5)m to a £0.3m EBITDA profit in the prior year following as series of strategic investments.
10/24/2023
Progeny to acquire Edinburgh advice firm adding £600m in AUM
The Leeds-based firm looks to ‘strengthen’ presence in Scotland
10/24/2023
Pantheon opens two new offices
Extending its footprint into two important private wealth hubs
10/24/2023
Swiss fund market facing headwinds from the financial markets
This slowed the growth momentum in the Swiss fund market that had emerged at the beginning of the year.
10/24/2023
Progeny announces acquisition of Carbon Financial Partners
Its managing director Gordon Wilson said: “Progeny shares our investment philosophy and our values.
10/23/2023
Rathbones announces a trading update for the three months ended 30 September 2023
There is already a strong level of collaboration across the enlarged group and an ongoing dedication to keeping clients’ interests at the forefront of everything we do.
10/23/2023
Passives and Porsches: Why pay SJP to track an index?
FUture clients will still face elevated advice fees and a 4.5% entry fee
10/23/2023
Growth challenges
The chart shows trend growth rates in several important developed economies.
10/23/2023
SJP price changes may be good for shareholders 'in long term'
St James Place shares have fallen by 6 per cent to the present level of £6.18 over the past five days, mostly in response to the announced changes to the fee structure.
10/23/2023
Gam reaches 'first steps in turnaround' as £92mn deal signed
The company has also made new appointments to its group management board.