12/12/2018

St. James's Place reveals acquisition of protection firm

They have achieved this by focusing on the value of relationships and with an ethos that is very similar to our own – to provide the highest level of advice to clients so that their needs, and those of their families, are met long into the future.

12/12/2018

St James's Place acquires protection specialist

The new arrangement sees Future Proof become part of the St. James’s Place Group, supporting the wealth manager’s Partnership through the provision of specialist protection advice.¹

12/11/2018

Wealth Management firm plans for growth

A strong financial performance in recent years has enabled us to reinvest and develop our team which includes chartered financial advisers and para planners.

12/11/2018

Syz Group launches private markets investment unit

The new unit will have two core pillars. One of them is a multi-manager fund that will evaluate absolute and relative value opportunities leveraging a proprietary asset allocation model.

12/10/2018

UBP Investment Outlook 2019

Several factors are expected to cause all regions to lose momentum, as well as becoming increasingly desynchronised.