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Wealth management M&A set for record-breaking year


By Jack Gray

The UK wealth management industry is set for a record-breaking year of mergers & acquisitions (M&A), with 77 per cent of wealth managers planning acquisitions in 2025, according to SEI


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Majority of investment strategists expect Europe to outperform US in 2025

Nearly three-quarters (71 per cent) of investment strategists across the Natixis Group and its affiliates believe that Europe will outperform the US in 2025, representing a “significant shift” in sentiment driven by tariff policy in the US

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Panel highlights importance of intuitive apps for building client trust

Mobile apps are becoming a key channel between private banks and their clients, and organisations need to use them express their client centricity and capabilities to build trust with high net worth individuals (HNWIs), according to an expert panel

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IG launches campaign to increase stock market investment

Investing and trading platform IG has launched a new campaign in a bid to “reverse the alarming decline of the UK’s equity market”

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Popularity of trusts on the rise as pensions set to move into scope of IHT

Legacy wealth planning is becoming increasingly significant and trusts are playing a larger role in financial planning as pensions are set to come into scope of inheritance tax (IHT) from April 2027, according to Quilter

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Investment platform TILLIT to close down

Investment platform TILLIT has announced that it is closing down after not being able to secure the level of funding needed to continue operating

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Wealth managers' sentiment towards US dollar falls 'significantly'

Investment management chief investment officers (CIO) are rebalancing portfolios as sentiment towards the US dollar has fallen significantly over the past year, analysis from Asset Risk Consultants (ARC) has revealed

Advisers ‘sceptical’ about proposed regulations to close advice gap

Advisers and consumers are sceptical about the proposed regulation to widen access to financial advice, a study by The Lang Cat has found

UK set to lose ‘unprecedented’ number of HNWIs in 2025

A projected 16,500 high net worth individuals (HNWI) holding a combined £66bn in liquid investable assets are set to leave the UK this year, according to a report from Henley & Partners
Prosperity IFA selects SEI for bespoke model portfolios

SEI has announced a strategic partnership with Prosperity IFA to act as discretionary investment manager for the independent financial adviser firm’s tailored, white-labelled range of model portfolios

Advisers increasing fixed income allocations but remain cautious of risk

UK financial advisers have increased their allocations to fixed income over the past 12 months, but remain mindful of implementation risk, analysis from BNY Investments has found

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