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HNW families rethinking diversification strategies amid global uncertainty


By Jack Gray

High net worth (HNW) families and family offices are rethinking their diversification strategies amid rising geopolitical and economic uncertainty, according to TMF Group


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Advisers see UK equities as ‘generational valuation opportunity’

The UK is increasingly seen as a key destination for active equity investors, with advisers viewing UK equities as a ‘generational valuation opportunity’, according to a study from Rathbones Asset Management

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Crypto wealth ‘holds up’ in 2026 despite reduced Bitcoin value

Crypto wealth held up in 2026 despite Bitcoin trading at around 38 per cent below its October 2025 peak, a report from Henley & Partners has shown

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Targeted support rules risk creating ‘two-tier’ system

Millions of workplace pension savers could miss out on targeted support because trust-based schemes currently sit outside the new regulatory framework, People’s Pension has warned

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Restore Britain unveils plan to abolish FCA/PRA in their current form

Restore Britain has unveiled a plan to abolish the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA) in their current forms

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Atomos agrees acquisition of MWA Financial

Wealth management business Atomos has agreed to acquire financial planning firm MWA Financial for an undisclosed amount

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Advisers want CGT reporting in platform tax packs

Advisers want platforms to include capital gains tax (CGT) reporting in their tax packs, in the same way they do for income received from dividend and interest distributions, analysis from Financial Software Ltd (FSL) has found

Raymond James to launch wealth management offering in north west England

Raymond James Wealth Management has announced plans to launch Raymond James, Chester to provide investment management and financial planning services to clients in the north west of England

People moves: St. James’s Place, HSBC Private Bank, and Rimbal

The latest appointments in the wealth management industry
Fintegrate and EV extend risk profiling partnership

Adviser technology firm Fintegrate and wealthtech provider EV have extended their partnership that integrates EV’s risk profiling technology into the Fintegrate platform

Shackleton to add £800m in AUMA with AC Wealth acquisition

Shackleton Advisers has agreed to acquire Scotland-based independent financial advice firm Aberdein Considine Wealth Limited, trading as AC Wealth

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