The Financial Conduct Authority (FCA) has delayed its plans to extend the Sustainability Disclosure Requirements (SDR) regime to portfolio management
The European Court of Justice has ruled that Malta’s ‘Golden Passport’ scheme, which enables wealthy individuals to purchase Maltese citizenship, contravenes EU law and must be abolished
Many adults in the UK are “misguided” in their knowledge about estate planning, wills, and the laws of succession, according to research from Canada Life
HSBC’s Wealth business experienced an 18 per cent year-on-year increase in income to $1.7bn in the first quarter of 2025, its Q1 earnings release has revealed
UK company dividends fell by 4.6 per cent in the first quarter of 2025 to £14bn, according to Computershare’s latest Dividend Monitor
Quilter’s core net inflows rose to £2.28bn in the first quarter of 2025, representing 8 per cent (annualised) of opening assets under management and administration (AUMA), its Q1 trading statement has revealed
Utmost Wealth Solutions has passed £100bn in assets under administration (AUA) following ‘strong’ inflows and the acquisition of Lombard International in 2024, its full year results have shown
People aged over 60 hold an estimated £2.89trn of owner-occupier property wealth in the UK, according to data from Savills
Wealth and investment management firm 7IM has appointed Elizabeth Chambers as independent non-executive director (NED)
Rathbones appoints Simonetta Rigo as chief client officer
FNZ hires new group CEO as founder steps down from role
Evelyn Partners makes two business development appointments
Quilter Investors hires Alex Daniels as manager research analyst
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London falls out of top five ‘wealthiest cities’ list amid millionaire exodus
Tax enticements needed to reduce UK wealth exodus and capitalise on US interest
Demand for private markets rises as HNWIs seek diversification
People moves: Aviva Investors, Quilter Cheviot, and Jersey FSC
FCA concludes consumer investment policy sprint
Nikhil Rathi reappointed as FCA chief executive for second term
Standard Chartered launches alternative sports fund for HNW clients
IFAs expect to move investments to cash savings amid increased volatility
Advisers and wealth managers seeking more support on IHT planning
Advisers and clients emphasise importance of including families in wealth transfer process
HALO Invest unveils research tool in preparation for adviser platform launch
Demand for bespoke investment services rising as clients seek greater choice
M&G partners with FNZ to expand access to PruFund range
FCA launches second consultation on CCIs
Benchmark Capital buys remaining stake in Oculus Wealth Management
Quilter Cheviot and WealthSelect MPS become available on AJ Bell’s platform
Söderberg & Partners acquires 30% stake in Murphy Wealth
Wealth manager TrinityBridge opens new UK office