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Almost all HNWIs pursuing philanthropic causes; just a third getting the advice they expect


By Jack Gray

Almost all (98 per cent) UK high net worth individuals (HNWI) are giving money to charity, but only 33 per cent are getting proactive engagement from financial advisers, a report from Barclays Private Bank and Wealth Management has found


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Finli Group announces four further acquisitions

Financial planning business Finli Group has announced the acquisition of a further four firms, bringing its total number of acquisitions so far this year to 18

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People moves: LGT Wealth Management, Schroders Wealth Management, Raymond James

The latest appointments in the wealth management industry

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21Shares partners with Stratiphy to give investors access to crypto ETPs

Exchange traded product (ETP) issuer 21Shares has partnered with wealth management platform Stratiphy to give UK investors access to crypto ETP

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IHT plans could create 'considerable burdens' - SPP

Plans to bring unused pension funds and death benefits into the scope of inheritance tax (IHT) could create “considerable additional burdens” for administrators and personal representatives (PR), The Society of Pension Professionals (SPP) has warned

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Model portfolios ‘dominate’ adviser sales in H1 2025

Model portfolio services (MPS) continued to dominate sales in the UK financial adviser distribution channel in the first half of 2025, analysis from ISS Market Intelligence (MI) has shown

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Private client portfolios perform strongly in Q3; sentiment towards bonds falls

Private client portfolio performance remained strong in the third quarter of 2025, but sentiment towards bonds among chief investment officers worsened amid uncertainty over interest rates, according to ARC Research

SEI partners with wealth infrastructure provider Graphene

SEI has announced a strategic partnership between SEI Investments (Europe) Limited and UK wealth infrastructure provider Graphene

Wealth managers experience increase in IHT enquiries ahead of Budget

Advisers and wealth managers are reporting an increase in enquiries about inheritance tax (IHT) planning ahead of the Budget in November, with demand for support on estate planning continuing to rise, research from Downing has found
Almost a quarter of UK adults to increase gifting to manage IHT

Nearly a quarter (23 per cent) of UK adults plan to increase their gifting in a bid to manage their inheritance tax (IHT) bills, research by Hargreaves Lansdown has found

Fairstone acquires financial adviser Allen Tomas & Co

Wealth management group Fairstone has acquired Norfolk-based financial advisory firm Allen Tomas & Co

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