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.
Wealth and Asset Management
10/24/2023
Ex-Quilter investment manager launches financial planning firm
Nicholas Hawkins has launched NH Wealth
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
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.
10/23/2023
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
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
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
Gam reaches 'first steps in turnaround' as £92mn deal signed
The company has also made new appointments to its group management board.
10/23/2023
Former EQ Investors boss launches nationwide planning firm
It is backed by the founders of Var Capital – an investment management and family office firm.
10/23/2023
Quilter’s five personal finance ask from the Autumn Statement
This leaves Hunt with his hands tied but there are some policies he could opt to tweak which would not only be crowd pleasing but could help simplify the saving and retirement landscape in the UK.
10/20/2023
New Round of CS Job Cuts Focused on Support Staff
The cuts will target about 10 percent of support staff, likely in areas such as compliance, risk and marketing, starting on November 6.
10/20/2023
World's Best Private Bank Awards 2024
The winners are not always the biggest institutions, but rather the best—those with qualities that individuals rate highly when choosing a provider.
10/20/2023
Changes to the Boards of Directors of UBS Switzerland AG and Credit Suisse (Schweiz) AG
The two banks will be managed by their respective Executive Boards until the legal merger.
10/20/2023
Is ZKB Taking a Page From the UBS and Credit Suisse's Playbook?
The idea is to help clients with their businesses and increase their wealth.
10/20/2023
‘Valuations are extreme’: JSS multi-asset outperformer
Serge Alarcon is underweight megacaps and expects mean reversion to favour his funds.
10/20/2023
Arbuthnot Banking Group PLC Third Quarter 2023 Trading Update
Once again, rises in the Bank of England base rate contributed to increased revenues from our repricing assets.
10/20/2023
How late is too late to start saving for retirement?
Having a range of assets to rely on as a pension will give you options.
10/20/2023
JPMorgan Puts its Name in Lights Over Geneva
The neon advertisements on Geneva's lakeside and riverfront streets have a long tradition.