St James’s Place under fire again over adviser incentives
As chief executive pledges to review the firm’s reward schemes which include luxury trips
Latest news
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Axa eyes sale of Malaysian life business
Following moves by other foreign insurers such as Prudential and Zurich to sell minority stakes
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St James’s Place and CII focus on vulnerable client training
In a qualification exclusive to the wealth management firm
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Maltese financial services firms face potential fee hike
As regulator looks to reduce its dependence on government funding
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Prudential buys US health platform
It will become a wholly-owned subsidiary of the insurance giant
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UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets
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CISI urges planners to offer pro-bono guidance to clients
As part of its financial planning annual campaign in the UK
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Sanlam blames slow growth on South African political landscape
As it is ‘hampering’ business improvement and investor confidence
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US adviser jailed for investment fraud and tax evasion
He scammed his own family and used a Cayman company to hide money
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India and Switzerland to share bank accounts data
Information on Indians with Swiss bank accounts will be disclosed for the first time
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US investment manager enters UK retail space
After signing a distribution agreement with London-based wealth firm
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Freshly minted Swiss firm targets US licence
Ranks will be filled by a team of private bankers from Credit Suisse’s UK international UHNW unit