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Quilter WealthSelect reduces government bond exposure


By Jack Gray

Quilter’s WealthSelect managed portfolio service (MPS) has reduced its exposure to government bonds following a “sharp rally” in prices in recent weeks


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Investors ‘need to be agile’ to manage short-term risks

Investors need to innovate and be agile to be able to navigate the ongoing global uncertainties, according to HSBC Global Private Banking

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Two-fifths of female business owners plan to keep business in the family

Two-fifths (40 per cent) of female business owners plan to pass their business down to children or other close relatives when thinking about exit strategies and succession planning, research from Charles Stanley has found

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Pension growth drives slight increase in median household wealth

A rise in pension wealth drove median household wealth to increase between April 2020 and March 2022, although household wealth fell slightly when private pensions were excluded, according to government data

IHT receipts hit new annual record with a month to spare

The government’s inheritance tax (IHT) receipts reached £7.6bn in the 11 months to February 2025, beating the previous record annual tax take with a month of the tax year still remaining, the latest figures from HMRC have shown

Govt urged to support AIM following IHT changes

The government has been urged to support the alternative investment market (AIM) following changes to the inheritance tax (IHT) treatment of AIM shares
UK investors increase allocations to small and mid-cap equities amid uncertainty

UK investors have been increasing their portfolio allocations to small and mid-cap equities, as they seek to find the ‘winners’ in an uncertain investment environment, according to a report from Janus Henderson

AIC publishes updated investment company guides for financial advisers

The Association of Investment Companies (AIC) has published updated guides on investment companies for financial advisers and other investment professionals

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