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FCA publishes latest targeted support proposals


By Jack Gray

The Financial Conduct Authority (FCA) has published its latest proposals for targeted support as part of the Advice/Guidance Boundary Review, seeking to bridge the ‘advice gap’


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Cavenwell expands into Jersey with trust company authorisation

Cavenwell Group has announced that its private client trust company business, Cavenwell Trust Company (Jersey), has been authorised by the Jersey Financial Services Commission (JFSC)

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Barrow Hanley launches US Mid Cap Value Equity Fund to UK market

US-based investment manager Barrow Hanley has announced the launch its US Mid Cap Value Equity Fund to the UK market

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People moves: GAM, 7IM, and Standard Chartered

The latest appointments in the wealth management industry

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Wealth management M&A set for record-breaking year

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

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”

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
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

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

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