Standard Life has re-entered the onshore investment bond market with the relaunch of its Tailored Investment Bond
From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.
Clifton Wealth Partnership (CWP) has announced the acquisition of two financial planning firms, Cairn Independent and JRW, as the business expands in Scotland
Rathbones Group has extended its partnership with Salesforce as part of a wider move to streamline its internal operations
Quilter’s WealthSelect managed portfolio service (MPS) has initiated an ad hoc rebalance to reduce its precious metals holdings
Traditional wealth strategies are no longer sufficient in a post-globalisation world characterised by heightened geopolitical risk and inward-looking economic policy, CS Global Partners has warned
Private wealth professionals are planning to increase their private markets investments this year and view the associated risk/reward as similar to public markets, according to Hamilton Lane
Johnston Carmichael Wealth (JCW) has joined with and rebranded to Partners Wealth Management (PWM), following its acquisition in March 2025
Forvis Mazars has announced a reduced exposure to the UK in the latest quarterly rebalance to its model portfolios
Isio has agreed a partnership with Mabel Insights to improve financial advisers’ access to data and reporting as part of due diligence and ongoing oversight
Titan Wealth has completed the acquisition of IWP, adding £6.9bn of client assets to bring the group’s total assets under management (AUM) to £44bn
Royal London has announced the launch of its centralised retirement proposition (CRP) framework, designed to support advisers with developing retirement income strategies for clients
Charles Stanley has made two investment manager appointments in its Investment Management Services team
Brooks Macdonald has announced that Brooks Financial chief executive, Mike Holden, is stepping down
Gresham House Ventures has appointed Jens Düing as head of portfolio, private equity
The Openwork Partnership has announced the appointment of Rob Barker as its chief executive officer
Sarasin & Partners has appointed Tom Vernon as head of its Private Clients team
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.
Mercer to expand presence in UK wealth sector with acquisition of Fundhouse
Investors turn to financial advisers amid uncertainty
Demand for active, bespoke management of personal wealth on the rise
Advisers call for industry-wide standard for MPS due diligence
Budget announcements drive increased demand for life insurance from UHNWIs
UK remains Europe’s most attractive location for financial services investment
FCA allows firms to experiment with AI alongside NVIDIA
April sees strongest retail fund inflows of the year to date
People moves: Quilter Cheviot, Allfunds, and Bfinance
Aviva and FNZ reveal new data tools to enhance support for advisers
Inheritance patterns ‘shifting’ as great wealth transfer gets underway
Bank Aston receives Guernsey FSC authorisation to launch offshore bank
Investors turning to active management in response to volatility
Wealth management firms among 12 companies declared in default
HSBC AM enters active ETF market with five new funds
FCA announces final rules for private stock market PISCES
FCA appoints deputy chief executive