Latest News

Titan Wealth to add £900m of AUA with acquisition of Progeny International


By Jack Gray

Titan Wealth is set to acquire Progeny International, adding approximately £900m of assets under advice (AUA) to its international business


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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.


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Chancellor launches consultation to reduce tax burden on wealthy US expats

Chancellor, Rachel Reeves, has launched a consultation into easing the tax burden faced by wealthy US investors looking to relocate to the UK

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AJ Bell Investments adds two adviser firms to bespoke MPS offering

AJ Bell Investments has announced the onboarding of two new adviser firms for its bespoke Partnership MPS offering

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Rosemount Financial Solutions (IFA) launches new AI-powered tool

Rosemount Financial Solutions (IFA) has announced the launch of ProCeding, its new AI-powered tool designed to simplify dealing with ceding scheme providers

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Manning & Company joins ValidPath

Devon-based advisory firm Manning & Company has joined the network for independent financial advisers (IFA) ValidPath

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MPS emerge as 'core building block' in client portfolios

Model portfolio services (MPS) are leading the way in how clients’ investment solutions are being constructed within centralised investment propositions (CIP), according to research from Charles Stanley

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Brooks Macdonald launches offering to scale independent advice firms

Brooks Macdonald has announced the launch of Brooks Macdonald Strategic Partnerships (BMSP), an offering aimed at helping independent financial advice firms scale for the future

AJ Bell to reduce MPS charge to 0.12% from October

AJ Bell has announced plans to reduce the charge for its core model portfolio service (MPS) range from 0.15 per cent to 0.12 per cent from 1 October 2026

PIMFA and BWC Benchmarking to develop member benchmarking proposition

The Personal Investment Management & Financial Advice Association (PIMFA) and BWC Benchmarking have signed an agreement to develop a benchmarking and business insight service for PIMFA member firms
PGIM launches global private credit fund for wealth investors

PGIM has launched its PGIM Global Private Credit Fund SCA, a Luxembourg-domiciled Part II UCI fund aimed at wealth investors in the UK, continental Europe and Asia

Discretionary MPS assets rise by a third in 2025/26

Discretionary model portfolio service (MPS) assets increased by 32 per cent in the 12 months to the end of Q1 2026, breaking through the £200bn barrier to reach £208bn, analysis from NextWealth has revealed

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