Latest News

2026 set to be an ‘inflection point’ for wealth management industry


By Jack Gray

This year is going to be an ‘inflection point’ for the wealth management industry, with four key themes set to reshape the sector in 2026, according to True Potential CEO, Gerry Mallon


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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Advisers expect retail investment push to make client volatility concerns a bigger issue

Financial advisers expect the push for greater retail investment in the UK to result in client concerns around market volatility becoming a bigger issue, according to Wesleyan Financial Services

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L&G and HSBC UK launch fresh partnership

Legal & General (L&G) has partnered with HSBC UK to allow customers to directly explore annuities as part of their retirement income options

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Advised clients twice as likely to have structured financial plan

Advised clients are more than twice as likely to have a structured financial plan in place than non-advised clients, St. James’s Place (SJP) has found

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People moves: Bentley Reid, Quilter Cheviot, and Sparrows Capital

The latest appointments in the wealth management industry

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Drivers of HNWI migration shifting from tax and lifestyle to ‘deeper concerns’

High net worth individuals (HNWI) are relocating at a faster pace than ever, with migration being driven by ‘deeper concerns’ rather than tax optimisation or luxury living, according to CS Global Partners

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Perspective Financial Group and DJH launch wealth management offering

Perspective Financial Group has signed a joint venture with accountancy and professional services group, DJH, to create a new wealth management offering

Equities remain most popular asset class as investment managers move away from US

Equities remain the most popular asset class among investment managers, who are moving away from US equities towards Europe and emerging markets, analysis from S&P Dow Jones Indices (S&P DJI) has revealed

AIC reveals top performing investment trusts and sectors of 2025

Commodities & Natural Resources was the best performing investment trust sector in 2025, producing a return of 61.5 per cent over the year, the Association of Investment Companies (AIC) has revealed
People moves: St. James’s Place, Aviva Investors, and Fairstone

The latest appointments in the wealth management industry

Final week to enter the Wealth and Asset Management Awards 2026

This is the final week to enter the Wealth and Asset Management Awards 2026, with the entry deadline closing on Friday 9 January

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Check out our latest appointments


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