The Financial Conduct Authority (FCA) has published a package of consultations and rules aimed at improving investment culture in the UK, covering retail and professional investors, and wholesale markets
Discretionary managed portfolio service (MPS) assets increased by 32 per cent year-on-year to £190bn at the end of September 2025, analysis from NextWealth has revealed
Billionaires’ heirs have inherited a record $297.8bn in 2025 as global billionaire wealth reached a new high this year, according to a report from UBS
Amati Global Investors has completed the buyout of Mattioli Woods’ 49 per cent stake in the company to become an independent firm
UK retail investors withdrew a net £4.5bn from funds in October, the latest figures released by the Investment Association (IA) have shown
Advice firms in the UK are seeking innovative solutions to scale personalised, high-quality advice amid mounting pressures from fragmented tech, regulatory complexity, and a widening client expectation gap, according to Ortec Finance and NextWealth
Schroder Investment Solutions (SIS) has announced plans to launch a new blended model portfolio service (MPS) and add seven new component funds to its Active Model Portfolios
The latest appointments in the wealth management industry
The UK remains a ‘powerhouse’ in the global family office landscape but lacks focus on succession planning, according to a report from Agreus
The reduction in venture capital trust (VCT) income tax relief risks undermining growth and negating the positive impact changes to the Enterprise Investment Scheme (EIS) will have on UK businesses, Rathbones has warned
Multrees Investor Services has partnered with Lombard lending solution provider Firenze to make portfolio-backed lending accessible to more wealth managers and their clients
Charles Stanley has made two investment manager appointments in its Investment Management Services team
Brooks Macdonald has announced that Brooks Financial chief executive, Mike Holden, is stepping down
Gresham House Ventures has appointed Jens Düing as head of portfolio, private equity
The Openwork Partnership has announced the appointment of Rob Barker as its chief executive officer
Sarasin & Partners has appointed Tom Vernon as head of its Private Clients team
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UK remains Europe’s most attractive location for financial services investment
FCA allows firms to experiment with AI alongside NVIDIA
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Aviva and FNZ reveal new data tools to enhance support for advisers
Inheritance patterns ‘shifting’ as great wealth transfer gets underway
Bank Aston receives Guernsey FSC authorisation to launch offshore bank
Investors turning to active management in response to volatility
Wealth management firms among 12 companies declared in default
HSBC AM enters active ETF market with five new funds
FCA announces final rules for private stock market PISCES
FCA appoints deputy chief executive