JLT launches wealth management arm

clock

Employee benefit consultancy Jardine Lloyd Thompson (JLT) has unveiled a new wealth management offering merging its existing services with those of latest acquisition iimia Wealth Management.

JLT Wealth Management will have more than 7,000 clients with over £800m funds under management. The company provides fee-based advice and discretionary portfolio management to individuals, charities, trusts and corporations. "Being part of the JLT Group and its huge resource base is incredibly important for the future growth prospects of JLT Wealth Management, and it is appropriate that our name reflects this," says Karen McCaffrey, managing director of JLT Wealth Management (pictured). Duncan Howorth, chief executive of JLT Employee Benefits, adds: "We have ambitious growth target...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

US-Iran truce eases inflation picture but markets to experience 'hangover'

US-Iran truce eases inflation picture but markets to experience 'hangover'

Fed and BoE face 'balancing act'

Michael Nelson
clock 15 June 2026 • 3 min read
FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

Accused of breaching FSMA

Michael Nelson
clock 08 June 2026 • 2 min read
M&G's PruFund coming to Scottish Widows Platform

M&G's PruFund coming to Scottish Widows Platform

First third-party platform launch

Jen Frost
clock 08 June 2026 • 2 min read