Financial advisers are anticipating an increased allocation to equities over the next 12 months as investors reduce their cash holdings, according to the Schroders UK Financial Adviser Survey 2024
Growth capital has been the top-performing investment trust sector in 2024 so far, data from the Association of Investment Companies (AIC) has shown
The judges for the Wealth and Asset Management Awards 2025 have been announced, bringing together experts from across the wealth and asset management sectors in preparation for the much-anticipated awards night
The majority of independent financial advisers (IFA) in the UK are dissatisfied by Rachel Reeves’ first Budget as Labour Chancellor, a new study has indicated
Willis Owen has been acquired by online investment adviser, Moneyfarm, taking the firm’s assets under management (AuM) to over £5bn
Standard Chartered has set targets to acquire $200bn in net new money and achieve double-digit growth in its Wealth Solutions business income over the next five years
Quilter Financial Planning, the financial advice network of Quilter, has added five new appointed representative firms to its advice network
Foster Denovo has announced the acquisition of Midlands-based IFA firm Brian Mole Independent Financial Advisers for an undisclosed sum
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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FCA fines adviser £1.38m for unsuitable pension transfer advice
Standard Chartered targets double-digit wealth growth over next five years
Nearly a fifth of UK adults have had a dispute over inheritance
Former Ruffer investment director launches Lulworth Investment Management
Schroders to adopt SDR labels for 10 funds
Wealth managers expect to increase exposure to fixed income
Quilter Cheviot unveils investment proposal tool to streamline advisers’ processes
WPS Advisory partners with Moneyhub to launch ‘LifeStage’ app
Wealth and Asset Management Awards judges announced; entry deadline approaching
Origo’s Unipass Letter of Authority rolled out to the Openwork Partnership
Growth capital revealed as top-performing investment trust sector in 2024
Quilter adds five new firms to its advice network
Advisers expect shift towards equities as investors move away from cash
Majority of UK IFAs disappointed by Labour Budget
Moneyfarm acquires Willis Owen
J. Safra Sarasin Group acquires MIV Asset Management AG
Average adviser earnings increase despite fall in basic salary
Foster Denovo acquires Brian Mole Independent Financial Advisers