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Family offices optimistic about 12-month returns; limited consensus on which assets will drive performance

By Jack Gray

18/9/25

Global family offices are generally optimistic about investment returns over the next 12 months, although there is a lack of consensus about which asset classes will drive positive performance, a report from Citi Wealth has found

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Millennials and Gen X have ‘alarming’ lack of clarity on parents’ inheritance plans

Generations set to receive inheritance in ‘the great wealth transfer’ have an “alarming” lack of clarity or knowledge about what their parents’ inheritance plans are, according to Charles Stanley

Becketts acquires Swallow Financial Planning

Beckett Investment Management has acquired Swallow Financial Planning, a chartered financial planning firm based in Ipswich, for an undisclosed amount

Fidelity International expands active ETF offering

Fidelity International has announced an expansion of its active exchange-traded fund (ETF) offering in Europe with its new high-conviction Fundamental Equity ETF range

BlackRock and Fundment back VouchedFor financial adviser campaign

VouchedFor has launched its Top Rated Financial Adviser campaign for 2026, backed again by BlackRock and Fundment

AIM showing ‘strong signs of revival’ with £111.8m raised in first five months of 2025

London’s Alternative Investment Market (AIM) is showing strong signs of revival after two quieter years, with £111.8m raised in the first five months of 2025, UHY Hacker Young has highlighted