SJP set for price war with Schroders Personal Wealth
But it could still be cheaper to use an independent adviser
Author: Sonia Rach
-
-
Is bad press hurting staff morale at St James’s Place?
‘Recording and leaking a telephone call demands intent and planning’
-
UK investment firm splashes £10m on adviser platform
Price paid is the same as the value acquired company has under management
-
Lloyds reveals robo plans for pots too small for Schroders
Firm’s mass market offering will launch in late 2020
-
SJP hits back at ‘secret dossier’ amid fee criticism
Wealth manager panned for its client satisfaction surveys
-
RBC Wealth Management poaches Julius Baer MD
Annabel Bosman will head relationship management, while Vikram Anand sees promotion to new role
-
Black representation in UK investment industry under 1%
But it now has an opportunity to lead from the front in being a catalyst for social change
-
300 advisers join Schroders Personal Wealth
Financial planning firm will offer ongoing advice
-
Tech firm to tackle cost of advice
Cost, quality and suitability are all linked
-
Sanlam UK buys Thesis as M&A spree continues
‘Retention of staff will be critical to its success’
-
Quilter’s Q1 results suffer from ‘challenging markets’
‘Advisers value Quilter’s integrated advice-led model’ says chief executive
-
Brewin Dolphin eyes Irish wealth management firm
Firm reportedly pipped Rathbones to enter exclusive talks with Investec