St. James’s Place begins £32.9m share buyback programme
Buybacks to complete by end of year
Buybacks to complete by end of year
The firm supplies UK investment platforms including Fidelity International’s
Adjusted earnings up 18.3% to to £103.9m
Dundee-based Andy Caterer Wealth Management among the new firms
Wealth managers and institutional investors managing $1.7trn quizzed
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
AHR will be rebranded as Titan Wealth International
Only 13% of professionals surveyed said onboarding takes a week or less
The firms had agreed a 10-year deal in 2021
Over 75% of wealth managers report losing clients due to lack of adequate private market access
Complaints procedures ‘still leave a lot to be desired’
Research also looked at how people find an adviser