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FCA consults on conflict rule changes for closed-ended investment funds


By Callum Conway

The Financial Conduct Authority (FCA) has launched a consultation on targeted changes to the UK Listing Rules for closed-ended investment funds, aimed at strengthening the management of conflicts of interest


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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.


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Bamboo Invest launches sustainability-focused MPS for advisers

A new model portfolio service (MPS) for UK financial advisers, Bamboo Invest, has launched with three portfolio ranges spanning a spectrum of sustainability approaches

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Family offices set to take on more risk as alternative allocations rise

Family offices are planning to take on more risk over the next 12 months as alternative asset allocations rise, research from Ocorian has shown

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AI-powered operating model wins AdviceTech Catwalk

An AI-powered operating model that automates the advice process, Afternoon, has won the AdviceTech Catwalk 2026, The Lang Cat has revealed

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The Platforms Association launches charter to modernise investment transfers

The Platforms Association has launched its Transfers Charter, bringing together organisations from across the sector to co-ordinate industry commitments to modernise how investments are transferred between platforms

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FCA censures CACEIS UK; firm to pay £31.7m to WealthTek clients

The Financial Conduct Authority (FCA) has censured CACEIS UK, with the asset servicing bank to make a £31.7m voluntary payment to WealthTek clients for failing to act on information that left them exposed to financial crime risk

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Mattioli Woods acquires KRD Financial Advisers

Mattioli Woods has acquired West Midlands-based financial planning firm KRD Financial Advisers for an undisclosed amount

People moves: M&G Life, Foster Denovo, and Cazenove Capital

The latest appointments in the wealth management industry

Gender investment gap 'remains wide' despite rising wealth amongst women

The gender investment gap remains wide, St. James’s Place (SJP) has warned, with women “far less likely” to lead on decisions that shape long-term wealth than men, despite growing influence
UK UHNW population rises by 16% despite ‘lacklustre’ economic conditions

The number of ultra high net worth individuals (UHNWI) in the UK increased by 16.3 per cent to 20,495 in 2025, despite ‘lacklustre’ economic conditions, according to Altrata’s World Ultra Wealth Report 2026

STEP calls for reform of 'fundementally flawed' IHT changes

The Society of Trust and Estate Practitioners (STEP) has called on the government to simplify planned inheritance tax (IHT) changes for pensions, warning that the proposed framework could create delays, increase costs, and place significant burden on bereaved families and executors

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