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Advisers expect shift towards equities as investors move away from cash


By Jack Gray

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


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Growth capital revealed as top-performing investment trust sector in 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

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Wealth and Asset Management Awards judges announced; entry deadline approaching

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

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Majority of UK IFAs disappointed by Labour Budget

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

Moneyfarm acquires Willis Owen

Willis Owen has been acquired by online investment adviser, Moneyfarm, taking the firm’s assets under management (AuM) to over £5bn

Standard Chartered targets double-digit wealth growth over next five years

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 adds five new firms to its advice network

Quilter Financial Planning, the financial advice network of Quilter, has added five new appointed representative firms to its advice network

Foster Denovo acquires Brian Mole Independent Financial Advisers

Foster Denovo has announced the acquisition of Midlands-based IFA firm Brian Mole Independent Financial Advisers for an undisclosed sum

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