Latest News

Advice firms seeking innovative solutions amid ‘mounting pressures’


By Jack Gray

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


Story 2

Schroders to launch blended MPS and introduce seven new funds to Active Model Portfolios

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

Story 3

People moves: Schroders, 7IM, and Keyridge Asset Management

The latest appointments in the wealth management industry

Story 4

VCT income tax relief cut risks undermining growth – Rathbones

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

Story 2

UK remains a ‘powerhouse’ in family office landscape but lacks succession plans

The UK remains a ‘powerhouse’ in the global family office landscape but lacks focus on succession planning, according to a report from Agreus

Story 3

Multrees integrates Firenze Lombard lending solution

Multrees Investor Services has partnered with Lombard lending solution provider Firenze to make portfolio-backed lending accessible to more wealth managers and their clients

Story 4

IFAs urged to prioritise governance conversations

Independent financial advisers (IFAs) should prioritise governance conversations with their investment partners, Hymans Robertson Investment Services (HRIS) has urged

Bordier UK completes strategic review of services

Wealth and investment manager Bordier UK has completed a strategic review of its services and introduced a series of changes to its proposition

FNZ publishes AI roadmap for wealth management industry

Global wealth platform FNZ has published a roadmap for wealth management firms looking to utilise artificial intelligence (AI) to advance their businesses
Number of higher and additional rate taxpayers rises by 88% in five years

The number of people paying higher or additional rate income tax in England has risen by 88 per cent over the past five years, analysis of Office for National Statistics data by Price Bailey has shown

Wealth managers and advisers expect VCT tax relief cut to hit fundraising

Wealth managers and advisers believe the cut in venture capital trust (VCT) tax relief from 30 per cent to 20 per cent will hit fundraising, a survey by Calculus Capital has shown

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies