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Report highlights gap between HNWs' investment performance perception and reality


By Jack Gray

High net worth (HNW) investors are confident their portfolio delivered strong returns last year, according to analysis from Y TREE, despite the majority of wealth managers ‘underperforming’ the firm’s benchmark


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Emerging Market Debt: Entering a new era of growth

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Treasury rejects call to extend payment deadline for IHT on pensions

The Treasury has responded to the House of Lords’ report on bringing unused pensions into the scope of inheritance tax (IHT), accepting some recommendations while dismissing others, including extending the initial payment deadline and introducing a ‘safe harbour’

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HNWIs expect non-salary income to make up greater share of earnings

High net worth individuals (HNWI) are increasingly expecting a greater proportion of their total annual earnings to come from non-salary income, research from Investec Bank has shown

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People moves: Quintet, ValidPath, and Cazenove Capital

The latest appointments in the wealth management industry

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MASECO acquired by US-based wealth manager Creative Planning

US-based wealth management firm Creative Planning has announced its acquisition of UK-based MASECO, subject to regulatory approval

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Team plc acquires investment mandates and financial planning firm

Wealth and asset management firm Team plc has acquired eight investment mandates and a financial planning business from Epic Investment Partners

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Entrepreneurs increasingly outsourcing family investment offices

Entrepreneurs are increasingly choosing outsourced family investment offices rather than creating fully staffed single-family offices, according to Stonehage Fleming

Behaviour-led interventions could create a ‘new generation’ of investors

Using simple, behaviour-led interventions to engage people with investing could significantly shift the way people think about investment and create a new generation of investors, according to a report from St. James’s Place (SJP)

Perspective Financial Group acquires six financial planning firms

Perspective Financial Group has announced the acquisitions of six financial planning firms in the first quarter of 2026, as part of a strategic expansion
Family offices utilising AI but currently avoiding investment in the sector

Family offices are increasingly using artificial intelligence (AI) and technology to improve operations and data use, but are avoiding investing in the sector, research from Ocorian has shown

L&G and Manulife WAM announce strategic partnership

Legal & General (L&G) and Manulife Wealth & Asset Management (WAM) have announced a global strategic partnership, spanning distribution, investment management, and product development

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