02/10/2020

Under the bonnet of an SJP acquisition

A document of intent from St James’s Place looking to buy an independent advice business unearths details of how the wealth management giant approaches deals

02/07/2020

Wealth Management Update February 2020

The low Section 7520 rate and AFRs continue to present potentially rewarding opportunities to fund GRATs in February with depressed assets that are expected to perform better in the coming years.

02/06/2020

Pictet Profit Drops On Hiring Spree

Pictet, which is controlled by seven partners including descendants of the founding family, doesn't specify how much money purely from wealthy clients it took in.