Latest News

Targeted support applications to open from March 2026


By Jack Gray

The gateway for applications to offer targeted support to consumers will open in March 2026 ahead of the new rules coming into effect, the Financial Conduct Authority (FCA) has announced


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Majority of family offices investing in natural capital strategies

UK family offices are allocating funds to natural capital strategies in search of returns, climate risk mitigation, and diversification, according to Foresight Group and Campden Wealth

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Quilter Cheviot adds KKR evergreen private equity strategy to discretionary portfolio service

Quilter Cheviot and global investment firm KKR have collaborated to bring KKR’s evergreen private equity strategy to the UK wealth market

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FCA to press ahead with stablecoin payments next year

Stablecoin payments will be a priority for the Financial Conduct Authority in 2026, the regulator has revealed

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Brooks Macdonald enters Lombard lending partnership with Firenze

Brooks Macdonald has partnered with Firenze to offer its clients access to Lombard lending solutions

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Titan Wealth acquires Bath-based IFA Morgans

Wealth management and financial planning firm Titan Wealth has acquired Bath-based independent financial advice (IFA) company Morgans Limited for an undisclosed sum

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Almost half of HNWIs have no written record of gifting activities

Nearly half (45 per cent) of high net worth individuals (HNWI) have no written record of what they have gifted to loved ones, research from Charles Stanley has found

19 firms join forces to launch new retail investment campaign

A group of 19 firms that includes banks, wealth managers, and investment trusts have come together to launch a new investment campaign

Majority of financial advisers ‘failing to engage’ with the Great Wealth Transfer

More than half (52 per cent) of UK financial advisers are failing to proactively engage with clients about the ‘Great Wealth Transfer', according to research from Unbiased Pro
People moves: Guernsey Finance, Nedbank Private Wealth, and Ocorian

The latest appointments in the wealth management industry

Moneybox partners with Amundi to bolster wealth proposition

Wealth management platform Moneybox has partnered with Amundi to bolster its wealth proposition with the launch of three new funds

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Check out our latest appointments


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