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WestBridge agrees majority investment in Beckett Investment Management

By Jack Gray

14/8/26

Private equity firm WestBridge has agreed to make a majority investment in financial planning business Beckett Investment Management Group

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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.

Fund managers expect access to private markets in SIPPs to increase HNWI participation

Private market fund managers in the UK believe that self-invested personal pensions (SIPP) will play a major role in increasing high net worth individuals' (HNWI) participation in private markets, analysis from Wealth Club has shown

WH Ireland adopts MorganAsh Resilience System to enhance Consumer Duty reporting

Wealth management firm WH Ireland has chosen the MorganAsh Resilience System (MARS) to enhance its Consumer Duty reporting and customer vulnerability support

People moves: AJ Bell, Weatherbys, and Equiom

The latest appointments in the wealth management industry

St. James’s Place adds four appointed representatives to its partnership

St. James’s Place (SJP) has added four financial appointed representatives to its partnership, each bringing their partner practices to the wealth management firm

Wealth and asset managers entering ‘second wave’ of AI adoption

Wealth and asset management firms are entering a second wave of artificial intelligence (AI) technology adoption, but poor data, legacy systems, and resistance from leadership remain obstacles to transformation, according to Softwire

Advised platform assets grow by 9.24% in Q2

Assets under management across advised platforms grew by 9.24 per cent quarter-on-quarter in Q2, the highest quarterly growth since Q2 2020, The Lang Cat has revealed