Latest News

Tribunal upholds FCA bans and fines for pension adviser and fund manager


By Jack Gray

The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA) decisions to ban and fine an adviser and fund manager


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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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Over a third of HNWIs considering relocation

More than one in three (35 per cent) high net worth individuals (HNWI) are considering moving to another country with a lower tax burden, according to research from DeVere Group

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Digital assets ‘here to stay’ as family offices increase exposure

Family offices have increased their exposure to digital assets over the past five years and believe they are “here to stay”, a study from Ocorian has revealed

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‘Clear disconnect’ between investors’ climate concerns and investment actions

There is a ‘clear disconnect’ between investors’ levels of concern about climate change and desire to invest aligned with net zero and their actual investment actions, analysis from Quilter has shown

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PIMFA WealthTech and Morningstar launch wealth-focused AI tech sprint

PIMFA WealthTech and Morningstar have launched an artificial intelligence (AI) tech sprint, inviting fintech companies to showcase wealth solutions

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EFG to partner with Capital Group to co-develop investment offerings

EFG International has reached an agreement with Capital Group to collaborate on the creation, co-development, and distribution of investment solutions

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Utmost Group’s inflows rise by 43% following integration of Lombard International

Insurance-based wealth solutions provider Utmost Group has reported that its inflows increased by 43 per cent year-on-year to £9.7bn at the end of 2025, a record high for the firm

8AM Global launches capital-protected model portfolio

Model portfolio solution (MPS) specialist 8AM Global has launched a capital-protected investment solution for advisers, in partnership with structured product provider IDAD

Value of private assets held in funds rises by 15.4% to all-time high

The total value of global private assets held in funds increased by 15.4 per cent year-on-year to a record $14.9trn at the end of 2025, analysis from Ocorian has revealed
Ex-Coutts client specialist launches London-based advisory practice

Ex-Coutts responsible investing integration lead and client specialist, Celeste Leverton, has launched a boutique wealth advisory practice based in London

Aegon announces offshore bond partnership with Standard Life

Aegon has extended its tax year-end offering with an offshore bond partnership with Standard Life

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