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Ultra HNW growth drives global millionaire wealth to record high


By Jack Gray

Total wealth held by global high net worth individuals (HNWI) increased by 8.7 per cent to a record-high $98.3trn in 2025, the largest annual increase since 2018, a report from Capgemini has revealed


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AI to ‘reshape’ advice firms without replacing advisers

Artificial intelligence (AI) will reshape financial advice but will not replace advisers, according to a report from Hoxton Wealth

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Net UK fund sales ‘muted’ in Q1 amid geopolitical tensions

Net UK fund sales were ‘muted’ in the first quarter of 2026 as heightened market volatility continued and geopolitical tensions renewed in the Middle East, ISS Market Intelligence’s (MI) latest Pridham Report has found

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JM Finn opens Cheltenham office

Wealth management firm JM Finn has opened a new office in Cheltenham, bringing its number of regional offices up to five

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Advisers adjusting client portfolios as bearish sentiment rises

Financial advisers are actively adjusting their clients’ portfolios as investor sentiment becomes increasingly bearish, according to a study from Schroders

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Tatton appoints Apex FundRock as ACD for multi-asset funds

Tatton Investment Management has appointed Apex Group’s FundRock as the authorised corporate director (ACD) for the Tatton fund range

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Quilter Cheviot launches HNW divorcee financial support service

Quilter Cheviot has launched a service designed to support financial advisers and their high net worth (HNW) clients after divorce proceedings

Nearly three quarters of Brits unaware of IHT tax relief rules

Almost three quarters (72 per cent) of UK adults are not aware that money regularly gifted from spare or excess income is immediately exempt from inheritance tax (IHT), Canada Life has revealed

Evelyn Partners announces senior management changes

Evelyn Partners has announced a series of senior management changes that will come into effect once its acquisition by NatWest has completed
Fidelius partners with law firm to launch LS Wealth

Bath-based advice firm Fidelius and London-based law firm Lawrence Stephens have launched a new joint venture, LS Wealth

Shackleton acquires London-based advice firm

Shackleton Advisers has acquired London-based financial advice firm Parallel Financial, adding £360m in assets under advice/management

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