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Rathbones reports increase in FUMA despite continued outflows


By Jack Gray

Rathbones’ funds under management and administration (FUMA) increased in 2025, despite continued net outflows, its fourth quarter update has revealed


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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Brooks Macdonald combines distribution and investment teams

Brooks Macdonald has announced changes to its organisational structure, combining its distribution and investment teams

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Property wealth accounts for almost half of IHT-paying estates in London

Property wealth accounts for 47 per cent of the value of estates paying inheritance tax (IHT) in London, on average, according to an HMRC Freedom of Information (FOI) request from Just Group

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Partners Wealth Management launches new brand identity

Partners Wealth Management (PWM) has launched a new brand identity, aiming to support its next phase of growth

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PIMFA appoints Morningstar as sole index series’ provider

The Personal Investment Management and Financial Advice Association (PIMFA) has reached an agreement with Morningstar for the investment research firm to act as the new sole index series’ provider

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Causeway Capital expands into UK market

Independent active equity manager Causeway Capital Management has expanded into the UK market with the opening of a new London office, operated through its new subsidiary Causeway Capital Management (UK) Ltd

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Govt urged to reconsider VCT tax relief changes

The government should reconsider changes to venture capital trust (VCT) tax relief announced in the Autumn Budget as they are likely to result in a fall in VCT investment, according to Wealth Club

Higher earners missing out on ‘hundreds of millions’ in pension tax relief

Higher earners in the UK are missing out on hundreds of millions of pounds in unclaimed pension tax relief each year, according to Penfold

Trust usage on the rise amid IHT and reporting requirement pressures

The use of trusts is on the rise in the UK as their role in estate and succession planning continues to grow in importance, according to Utmost Wealth Solutions
Chancellor ‘risks complicating ISA landscape’, Treasury Committee warns

The Treasury Committee has warned that Chancellor, Rachel Reeves, risks “complicating the ISA landscape” with her changes to the Cash ISA announced in the November Budget

Titan Wealth to acquire Innes Reid Investments

Titan Wealth has announced its intention to acquire Chester-based financial advice firm Innes Reid Investments Limited

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