Insurance and employee benefits intermediary group Howden has agreed to acquire UK professional services consultancy firm Barnett Waddingham for an undisclosed amount
Nearly three quarters (71 per cent) of financial advisers are concerned about pensions being brought into scope of inheritance tax (IHT) from 2027, research from Quilter has found
Elston Consulting has launched a direct gilts research service for financial advisers looking to make individual gilts recommendations
Rathbones Group has announced that its group chief executive, Paul Stockton, will retire on 30 September 2025 after 16 years with the firm
Less than two fifths (39 per cent) of UK adults aged 50 and over took advice from a financial adviser before taking money out of their pension, research from Royal London has revealed
Investors need to innovate and be agile to be able to navigate the ongoing global uncertainties, according to HSBC Global Private Banking
Quilter’s WealthSelect managed portfolio service (MPS) has reduced its exposure to government bonds following a “sharp rally” in prices in recent weeks
Two-fifths (40 per cent) of female business owners plan to pass their business down to children or other close relatives when thinking about exit strategies and succession planning, research from Charles Stanley has found
Wealth and investment management firm 7IM has appointed Elizabeth Chambers as independent non-executive director (NED)
Rathbones appoints Simonetta Rigo as chief client officer
FNZ hires new group CEO as founder steps down from role
Evelyn Partners makes two business development appointments
Quilter Investors hires Alex Daniels as manager research analyst
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J. Safra Sarasin to acquire majority stake in Saxo Bank
Wealth managers’ ownership share in investment companies declines
People moves: Rathbones, FSCS, and Evelyn Partners
FCA drops ‘name and shame’ proposal from enforcement rule changes
Family offices turning to real estate in search of wealth growth and preservation
JBI Metia partners with EIU to launch data insights tool for wealth managers
Tax changes prompt entrepreneurs to consider selling their business
Fund outflows return in January amid increased uncertainty
IFAs re-evaluating role of pensions in clients’ plans following IHT changes
Gender wealth gap remains ‘significant’
MorganAsh launches customer vulnerability workshops
People moves: Brown Shipley, Stonehage Fleming, and Cazenove Capital
Supply chain issues causing ‘significant disruption’ among businesses and portfolio companies
Invesco launches first UCITS ETF to track MSCI Europe Equal Weighted Index
HNWIs voice concern around Labour’s tax policy
Standard Chartered launches Private Markets CIC for UHNW clients
Intrinsic Capital selects BNY Pershing for end-to-end wealth solutions
SJP switches to multi-manager approach for its Global Smaller Companies fund