Raymond James splashes out £280m on Charles Stanley
Deal will add £27.1bn in client assets to the group
Charles Stanley
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PEOPLE MOVES: CII, Private Client Consultancy, IWP
Professional body names president, as advice firm hires head of network
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PEOPLE MOVES: Mirabaud, Charles Stanley, Amundi
Private banking group hires CEO of European platform, as wealth firm names MD of investment management
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M&G Wealth unveils ‘low-cost’ hybrid advice offering
As Charles Stanley announces ‘simplified’ financial planning operation
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PEOPLE MOVES: Brewin Dolphin, XPS Pensions, Citi
Wealth manager hires head of international distribution, while pension firm makes c-suite change
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PEOPLE MOVES: Charles Stanley, Wealthify, VG
Wealth firm names head of asset management, while platform appoints CIO
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UK wealth manager forms ESG partnership with MSCI
As it scraps VAT from its managed portfolio service
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Rise in out-of-hours client contact for IFAs amid covid-19
Pandemic has sparked Brits to focus more on portfolios, wealth transfer and estate planning
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Brits turn to inheritance to fund retirement
Figures show a ‘looming later life funding crisis on the horizon’
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PEOPLE MOVES: Manulife, BNP Paribas AM, Coutts
Insurance firm makes four c-suite changes in Hong Kong, as asset manager hires head of Apac
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Brits to inherit 60% more than expected
But lack of family conversations could mean many lose out ‘unnecessarily’ to IHT bills
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PEOPLE MOVES: Standard Life Aberdeen, CGWM, Charles Stanley
Changing of the guard at SLA, as Canaccord Genuity Wealth Management names international sales head