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Barclays and NatWest reportedly set to bid for Evelyn Partners


By Jack Gray

Barclays and NatWest are set to submit rival bids for wealth management firm Evelyn Partners this week, according to reports


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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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AJ Bell Investcentre launches discretionary loan trust

AJ Bell Investcentre has launched a discretionary loan trust for advisers managing clients’ inheritance tax (IHT) and estate planning needs

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IA calls for realignment of stewardship to provide sustainable value

The Investment Association (IA) has published a report calling for the realignment of the role of stewardship, charting a roadmap for participants across the investment chain

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New IHT rules risk ‘dry’ tax bills for families

The new rules around inheritance tax (IHT) risk “dry” tax bills and future disputes for farmers and private business owners, Irwin Mitchell has warned

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Standard Life re-enters onshore investment bond market

Standard Life has re-entered the onshore investment bond market with the relaunch of its Tailored Investment Bond

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Clifton Wealth Partnership acquires two Scottish financial planning firms

Clifton Wealth Partnership (CWP) has announced the acquisition of two financial planning firms, Cairn Independent and JRW, as the business expands in Scotland

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Rathbones extends partnership with Salesforce

Rathbones Group has extended its partnership with Salesforce as part of a wider move to streamline its internal operations

Quilter’s WealthSelect reduces precious metal holdings in ad hoc rebalance

Quilter’s WealthSelect managed portfolio service (MPS) has initiated an ad hoc rebalance to reduce its precious metals holdings

Wealth managers to increase private markets investments as views on risk/reward improve

Private wealth professionals are planning to increase their private markets investments this year and view the associated risk/reward as similar to public markets, according to Hamilton Lane
Traditional wealth strategies ‘no longer sufficient’ amid global instability

Traditional wealth strategies are no longer sufficient in a post-globalisation world characterised by heightened geopolitical risk and inward-looking economic policy, CS Global Partners has warned

Johnston Carmichael Wealth rebrands to Partners Wealth Management

Johnston Carmichael Wealth (JCW) has joined with and rebranded to Partners Wealth Management (PWM), following its acquisition in March 2025

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