Latest News
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Investors reshaping portfolios in preparation for greater market volatility
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Cross-border financial planning firm AAF Financial Planning Europe launches
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Fenchurch Advisory Partners to combine with Broadhaven Capital Partners
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AI could reshape retirement planning but raises 'new risks'
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UK facing ‘growing pressures’ as a global wealth hub amid surge in HNWI migration
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Aviva secures FCA approval to launch targeted support service
Archive News
Global investors are reshaping portfolios as they reassess traditional asset allocation and look towards active management amid geopolitical uncertainty and market concentration, according to a study from Schroders
Posted: 18/6/26
Investment banking advisory firm Fenchurch Advisory Partners has entered into a definitive agreement to combine with Broadhaven Capital Partners to create an international investment bank serving the financial services sector
Posted: 18/6/26
A new firm aiming to simplify cross-border financial planning for British expats in Europe, AAF Financial Planning Europe, has launched
Posted: 18/6/26
Artificial intelligence (AI) is set to play a growing role in how people plan for retirement, but it should complement rather than replace human advice, Aon has argued
Posted: 18/6/26
The UK is facing growing pressures as an international wealth hub, with tax reforms and policy shifts prompting high net worth individuals (HNWI) and their families to reassess their options, according to Henley & Partners’ Private Wealth Migration Report 2026
Posted: 17/6/26
Confidence among UK investors has risen ‘sharply’ over the past year, despite ongoing geopolitical instability, trade tensions, and market uncertainty, a study from AML Group and The Nursery Research & Planning (TNRP) has shown
Posted: 17/6/26
Investment platforms lack excess reportable income (ERI) liability reporting tools, despite offering offshore funds, analysis from Financial Software Ltd (FSL) and Raw Knowledge has found
Posted: 17/6/26
Quintet Private Bank has announced the launch of Quintet Financial Services (QFS), a B2B platform for institutional and professional investors in the UK and Europe
Posted: 17/6/26
Aviva has received regulatory approval from the Financial Conduct Authority (FCA) to provide targeted support to its customers, becoming the latest firm to launch services under the regulator's new regime
Posted: 17/6/26
Wealth management firm Nine Edge Wealth, which launched in March 2026, has announced the opening of its London office
Posted: 16/6/26
Rathbones has paused the onboarding of new clients that require enhanced due diligence (EDD) after a regulatory review found compliance and oversight shortcomings at the wealth management firm
Posted: 16/6/26
The board of directors of Schroder Asian Total Return Investment Company plc (ATR) has agreed heads of terms with the Pacific Assets Trust plc board for a proposed combination of the two companies
Posted: 16/6/26
Appetite for lifetime gifting is slowly growing as families look to provide support earlier, despite concerns around the consequences of doing so, research from Handelsbanken Wealth has shown
Posted: 16/6/26
Families inheriting pensions could face significantly higher tax bills and greater administrative pressure under new government rules that will bring unspent pension funds into the scope of inheritance tax (IHT) from April 2027, Saltus has warned
Posted: 16/6/26
Transact has launched its new Flexible Reversionary Trust (FRT) on its platform in preparation for unused pensions coming into the scope of inheritance tax (IHT) from April 2027
Posted: 15/6/26
Traditional risk profiling of investors is not enough, and advisers and providers need to understand emotional responses to volatility and which solutions investors can realistically stick with over time, a white paper from Oxford Risk and Standard Life has argued
Posted: 15/6/26
Many UK homeowners may be significantly underestimating both their wealth and their exposure to inheritance tax (IHT), according to research from savings platform Flagstone
Posted: 15/6/26
Former RBC Brewin Dolphin executive, Matt Collis, has launched a boutique consultancy firm that specialises in advising wealth management, financial advice, banking and fintech organisations
Posted: 15/6/26
Wealthy collectors should ensure they have plans in place to protect their family wealth in the ‘Great Stuff Transfer’, according to HSBC Private Bank
Posted: 12/6/26
Intelliflo has announced plans to launch an updated agentic open platform for financial advice professionals, bringing agentic artificial intelligence (AI) to Intelliflo Office
Posted: 12/6/26
The Society of Pension Professionals (SPP) has called on HMRC to rethink key aspects of its proposed inheritance tax (IHT) framework for pensions, arguing that it could place “unrealistic pressures” on pension schemes, and create delays and confusion for bereaved families
Posted: 12/6/26
Aon and Wren Sterling have announced the launch of a new collaboration to refer clients for their respective services
Posted: 12/6/26
Family offices have been strengthening their defences against potential cyber risks amid a rise in attacks, although almost a fifth still do not have a defence plan in place, analysis from Ocorian has shown
Posted: 12/6/26
Titan Wealth is set to acquire Progeny International, adding approximately £900m of assets under advice (AUA) to its international business
Posted: 11/6/26
AJ Bell Investments has announced the onboarding of two new adviser firms for its bespoke Partnership MPS offering
Posted: 11/6/26
Devon-based advisory firm Manning & Company has joined the network for independent financial advisers (IFA) ValidPath
Posted: 11/6/26
Chancellor, Rachel Reeves, has launched a consultation into easing the tax burden faced by wealthy US investors looking to relocate to the UK
Posted: 11/6/26
Rosemount Financial Solutions (IFA) has announced the launch of ProCeding, its new AI-powered tool designed to simplify dealing with ceding scheme providers
Posted: 11/6/26
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
Posted: 10/6/26
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
Posted: 10/6/26
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
Posted: 10/6/26
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
Posted: 10/6/26
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
Posted: 9/6/26
HSBC Private Bank has launched a proposition designed to provide ultra high net worth (UHNW) and family office clients with access to institutional-grade solutions, exclusive investment opportunities, and specialist insights
Posted: 9/6/26
Mattioli Woods has announced the integration of Kingswood Group under a unified Mattioli Woods brand, following the merger of both companies in October 2025
Posted: 9/6/26
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
Posted: 9/6/26
The Financial Conduct Authority (FCA) has started civil proceedings against Neil Woodford and his latest venture W4.0 for “operating without authorisation”
Posted: 8/6/26
UK wealth management firm Patronus Partners has selected WealthAi as a unified operating system to integrate with its existing infrastructure
Posted: 8/6/26
Assets under administration (AUA) in the UK adviser platform market have hit their highest level in five years, a report from Defaqto has revealed
Posted: 8/6/26
Standard Life has rebranded its institutional investment platform from Phoenix Corporate Investment Services to Standard Life Corporate Investment Solutions (CIS)
Posted: 8/6/26
M&G has agreed to make its PruFund range available on the Scottish Widows Platform, marking its first third-party platform launch
Posted: 8/6/26
Late estate planning could cost affluent families in the UK £12.3bn in ‘preventable’ inheritance tax (IHT) as pensions fall into scope of the tax, according to Octopus Investments
Posted: 5/6/26
Financial planning and investment management firm Calton has selected Pilot as the core technology platform for its new advice proposition Evergreen
Posted: 5/6/26
The latest appointments in the wealth management industry
Posted: 5/6/26
The Financial Conduct Authority (FCA) has proposed simplified climate reporting rules for investment products, in a move it said could save investment firms around £20m a year
Posted: 5/6/26
Total wealth held by global high net worth individuals (HNWI) increased by 8.7 per cent to a record-high $98.3trn in 2025, the largest annual increase since 2018, a report from Capgemini has revealed
Posted: 4/6/26
Artificial intelligence (AI) will reshape financial advice but will not replace advisers, according to a report from Hoxton Wealth
Posted: 4/6/26
Wealth management firm JM Finn has opened a new office in Cheltenham, bringing its number of regional offices up to five
Posted: 4/6/26
Net UK fund sales were ‘muted’ in the first quarter of 2026 as heightened market volatility continued and geopolitical tensions renewed in the Middle East, ISS Market Intelligence’s (MI) latest Pridham Report has found
Posted: 4/6/26
Quilter Cheviot has launched a service designed to support financial advisers and their high net worth (HNW) clients after divorce proceedings
Posted: 3/6/26
Financial advisers are actively adjusting their clients’ portfolios as investor sentiment becomes increasingly bearish, according to a study from Schroders
Posted: 3/6/26
Tatton Investment Management has appointed Apex Group’s FundRock as the authorised corporate director (ACD) for the Tatton fund range
Posted: 3/6/26
Almost three quarters (72 per cent) of UK adults are not aware that money regularly gifted from spare or excess income is immediately exempt from inheritance tax (IHT), Canada Life has revealed
Posted: 3/6/26
Evelyn Partners has announced a series of senior management changes that will come into effect once its acquisition by NatWest has completed
Posted: 2/6/26
Investment solutions provider WBS has been acquired by Epiris Fund III, advised by Epiris LLP, for an undisclosed amount
Posted: 2/6/26
The Financial Conduct Authority (FCA) has called on regulated firms to raise consumer protection standards when approving financial promotions, and do more to prevent sanctions breaches
Posted: 2/6/26
Bath-based advice firm Fidelius and London-based law firm Lawrence Stephens have launched a new joint venture, LS Wealth
Posted: 2/6/26
Shackleton Advisers has acquired London-based financial advice firm Parallel Financial, adding £360m in assets under advice/management
Posted: 2/6/26
Quilter has launched a new targeted support offering through Quilter Invest, aimed at helping consumers in the early stages of their investment journey and providing advisers with a solution for clients who may not yet require full financial advice
Posted: 1/6/26
Financial advisers are divided on whether the Financial Conduct Authority’s (FCA) proposed changes to pensions and investment advice rules will help them service new clients, a study from AJ Bell has shown
Posted: 1/6/26
The High Court has approved the pro rata distribution of money recovered by the Financial Conduct Authority (FCA) from Argento Wealth Limited (AWL) to eligible investors
Posted: 1/6/26
US-based wealth manager and multi-family office Corient has completed the acquisitions of Stonehage Fleming and Stanhope Capital Group
Posted: 1/6/26
Family offices are prioritising resilience, diversification, and long-term opportunities as sustained geopolitical risk and structural uncertainty reshape global portfolios, a report from UBS has stated
Posted: 29/5/26
Wealth and asset management group Rathbones has launched a Responsible Investment Centre of Excellence, seeking to provide long-term value for clients across sustainability research, stewardship, and ESG integration
Posted: 29/5/26
UK law firms have been urged to act now to protect their clients ahead of expected inheritance tax (IHT) hikes from April next year
Posted: 29/5/26
UK intermediaries expect clients that are already invested in sustainable funds to remain invested or increase their allocations over the next 12 months, analysis from EdenTree Investment Management and Research in Finance has shown
Posted: 29/5/26
Wealth management consultancy Foster Denovo has partnered with fintech firm Palindrome to utilise agentic artificial intelligence (AI) in its operations
Posted: 28/5/26
More than half (55 per cent) of investors have a higher ‘suitable risk level’ than their ‘attitude to risk’ alone would indicate, exposing a “critical blind spot” in wealth management suitability, according to Oxford Risk
Posted: 28/5/26
The latest appointments in the wealth management industry
Posted: 28/5/26
HSBC Private Bank has outlined its priorities for the third quarter of 2026, noting that it remains optimistic about the resilience of the global economy and expects volatility to be manageable
Posted: 28/5/26
UK cross-border wealth increased by 7 per cent year-on-year to around $1trn in 2025, although growth is expected to slow following changes to the non-dom and inheritance tax (IHT) regimes, according to Boston Consulting Group (BCG)
Posted: 27/5/26
The Personal Investment Management & Financial Advice Association (PIMFA) has issued its response to the Financial Conduct Authority’s (FCA) consultation on simplifying pension and investment advice rules, raising concerns about how the changes to suitability will affect firms providing holistic financial advice
Posted: 27/5/26
Octopus Group’s estate planning arm, Octopus Legacy, has acquired NewLaw Solicitors’ private client team for an undisclosed sum
Posted: 27/5/26
Family offices are facing increased operational risks as they expand their exposure to illiquid assets, according to Truss Edge
Posted: 27/5/26
The UK is experiencing a ‘second wave’ of high net worth individuals (HNWI) leaving the country in response to concerns over growing inheritance tax (IHT) exposure, according to Utmost global wealth specialist, Marc Acheson
Posted: 26/5/26
Investec Group has announced an updated growth strategy focused on its Private Client franchise, aiming to scale it up with an advice-led proposition though its private banking and wealth capabilities
Posted: 26/5/26
The latest appointments in the wealth management industry
Posted: 26/5/26
The majority of Brits are acting on financial advice from social media, AI tools, and other unregulated sources without properly verifying the information or understanding the risks involved, a new study from Zable has found
Posted: 26/5/26
The number of British nationals that emigrated from the UK for the long term more than tripled year-on-year in 2025, data from the Office for National Statistics (ONS) has revealed
Posted: 22/5/26
The Financial Conduct Authority (FCA) has announced the launch of a new unit to provide tailored support to fast-growing financial firms
Posted: 22/5/26
Gaps in regulatory clarity and alignment in the Financial Conduct Authority’s (FCA) consultation on simplifying pensions and investment advice rules could limit their real-world impact, Pensions UK has warned
Posted: 22/5/26
The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts fell year-on-year in April 2026, although both remained at elevated levels, HMRC’s latest tax receipts data has shown
Posted: 22/5/26
Financial adviser software company AdviceObjects has streamlined its suitability report processing offering
Posted: 21/5/26
UK investors have some of the world’s highest investment return expectations but are at risk of missing their long-term goals, with an ‘aspiration-action’ gap emerging between the returns they expect and how they are invested, Fidelity International has warned
Posted: 21/5/26
Financial planners at Rathbones have reported a sharp increase in client queries and early action ahead of unused pensions and death benefits coming into the scope of inheritance tax (IHT) from April 2027
Posted: 21/5/26
Financial advisers in the UK lack faith in their system outputs, with just 7 per cent saying they are very confident that their systems produce consistent outputs, research from Defaqto has revealed
Posted: 21/5/26
Former Health Secretary, Wes Streeting, has pledged to align capital gains tax (CGT) with income tax as part of his campaign to become Labour leader
Posted: 21/5/26
The ‘hysteria’ over an exodus of billionaires from the UK unfairly dispels and downplays the talent and expertise already existing in the country, the High Pay Centre (HPC) has argued
Posted: 20/5/26
Schroders’ wealth management business in the UK, Cazenove Capital, has announced a three-year strategic partnership with Blue Earth
Posted: 20/5/26
Investment committees are increasingly making the final decisions on global family offices' major investments and structuring as the professionalisation of the sector accelerates, a study from Ocorian has shown
Posted: 20/5/26
Alternative investments are “rapidly transforming” global wealth management, with private markets moving from niche offerings to core portfolio allocations, according to GlobalData
Posted: 20/5/26
Four providers have collaborated to launch a consortium aimed at transforming and scaling their letter of authority (LoA) processes through integrations with fintech Origo
Posted: 19/5/26
Aegon UK has streamlined how money is transferred onto its Aegon Retirement Choices (ARC) platform, aiming to reduce manual steps for advisers consolidating pensions and investments
Posted: 19/5/26
The Financial Conduct Authority (FCA), Bank of England (BoE) and Treasury have issued a joint statement on frontier artificial intelligence (AI) models and cyber resilience
Posted: 19/5/26
The government has published a consultation seeking views on the design and delivery of the High Value Council Tax Surcharge (HVCTS), which will apply to residential properties worth £2m and above in England
Posted: 19/5/26
HMRC has published a consultation on draft secondary legislation for changes to the information sharing regulations relating to imposing inheritance tax (IHT) on unused pension pots
Posted: 18/5/26
The Financial Services Compensation Scheme (FSCS) has reduced its levy forecast for 2026/27 to £247m, with compensation payments of £267m expected during the year, its May 2026 Outlook has revealed
Posted: 18/5/26
The UK is no longer seen as an attractive jurisdiction for wealth, with a significant number of high net worth individuals (HNWI) having left the country amid changes to tax rules, insurance-based wealth solutions provider Utmost has stated
Posted: 18/5/26
Assets under management (AUM) across advised platforms fell by 0.26 per cent in the first quarter of 2026, despite strong underlying flows, according to The Lang Cat
Posted: 18/5/26
State Street Investment Management (IM) and Ninety One have announced a strategic partnership that will see the launch of a range of active co-branded exchange-traded funds (ETF)
Posted: 15/5/26
The latest appointments in the wealth management industry
Posted: 15/5/26
Fidelity International has announced the launch of two new global equity funds, the Fidelity Funds (FF) - Global Smaller Companies Fund and the FF - Global Founders Fund
Posted: 15/5/26
The global family office sector is experiencing a period of rapid growth and shifting towards a more structured approach, although operational diversity remains high, according to a report from Knight Frank
Posted: 15/5/26
The Financial Conduct Authority (FCA) has granted approval for challenger bank Revolut to expand its investment services in the UK to include services for high net worth clients, portfolio management, and leveraged products
Posted: 14/5/26
Quilter has announced the launch of its Quilter Investors Global Government Bond fund and appointed PIMCO to manage the new mandate
Posted: 14/5/26
Wealth Club has announced a period of expansion for its private markets platform with the addition of further funds and managers
Posted: 14/5/26
The global population of individuals worth more than $30m increased by 29.4 per cent between 2021 and 2026, according to a report from Knight Frank
Posted: 14/5/26
The Financial Conduct Authority (FCA) has launched a review to explore how consumer investment firms provide support to bereaved customers and assess whether they are "getting it right"
Posted: 13/5/26
Merger and acquisition (M&A) activity in the independent financial adviser (IFA) sector has increased “significantly” over the past five years to reach a record high number of deals in 2025, a report from Heligan Corporate Finance has shown
Posted: 13/5/26
HMRC has launched a consultation on widening the scope of the Uncertain Tax Treatment (UTT) regime to include high net worth individuals (HNWI) and trusts, as well as additional taxes
Posted: 13/5/26
The latest appointments in the wealth management industry
Posted: 13/5/26
The Financial Conduct Authority (FCA) has banned former Bluesky Wealth Management director, Frank Breuer, from working in UK financial services and fined him £755,000
Posted: 12/05/2026
Parmenion has launched a new fund in partnership with Margetts to give investors exposure to a broad range of alternatives
Posted: 12/05/2026
Franklin Templeton has launched four new UCITS ETFs designed to provide investors with targeted access to the US equity market
Posted: 12/05/2026
Over two in five (43 per cent) of UK adults aren’t confident the six-month deadline for paying inheritance tax (IHT) on unused pension funds will be long enough, new research by Standard Life has shown
Posted: 12/05/2026
The Financial Services Compensation Scheme (FSCS) has confirmed that Great Point Investments is in default following an investigation into the investment manager
Posted: 11/05/2026
Inheritance disputes are remaining “stubbornly high”, according to Irwin Mitchell, with new Freedom of Information (FOI) data revealing that High Court cases showed little sign of falling in 2025.
Figures obtained by the law firm showed 126 contested probate cases were heard last year, a tally virtually unchanged from 2024, suggesting dispute levels are plateauing at an elevated level rather than easing
Figures obtained by the law firm showed 126 contested probate cases were heard last year, a tally virtually unchanged from 2024, suggesting dispute levels are plateauing at an elevated level rather than easing
Posted: 11/05/2026
The Investing and Saving Alliance (TISA) has urged the Financial Ombudsman Service (FOS) and Financial Conduct Authority (FCA) to ensure proposed reforms to the redress system include clear safeguards for vulnerable consumers
Posted: 11/05/2026
The winners of the Wealth & Asset Management Awards 2026 were announced last night at a gala ceremony in London
Posted: 08/05/2026
More than a quarter (28%) of affluent savers have taken steps to reduce a future inheritance tax (IHT), Paragon Bank research has revealed
Posted: 08/05/2026
M&G has posted net inflows of £600m in three months to 31 March, following outflows of £100m in the same period last year
Posted: 07/05/2026
Net retail sales recorded inflows of £1.36bn in March, marking a fifth consecutive month of inflows, new data published by the Investment Association (IA) has revealed
Posted: 07/05/2026
An increasing openness to adopting AI in the wealth management space contrasts with the practical realities of deploying it safely within regulated environments, according to GBST
Posted: 07/05/2026
Absolute Financial Group has added four new independent financial adviser (IFA) firms to the group
Posted: 07/05/2026
Isio has announced the acquisition of Collidr, an artificial intelligence (AI) solutions and investment management company, subject to approval by the Financial Conduct Authority (FCA)
Posted: 06/05/2026
Quilter Financial Planning has added eight new appointed representative (AR) firms to its advice network
Posted: 06/05/2026
Wealth Club has announced plans to rapidly expand its private markets platform with the addition of more funds and managers
Posted: 06/05/2026
London-based financial advisory firm, Advies, has announced the acquisition of St Andrews Financial for an undisclosed amount
Posted: 06/05/2026
Manchester-based financial planning firm, Carpenter Rees, has sold its small self administered scheme (SSAS) book of business to WBR Group, for an undisclosed sum
Posted: 05/05/2026
Clifton Wealth Partnership (CWP) has completed the acquisition of Hertfordshire-based financial planning firm, Dukes IFA, for an undisclosed amount
Posted: 05/05/2026
Söderberg & Partners Platform, Seccl, and Plannr Technologies have successfully launched a new integration which will deliver a fully unified, API-first ecosystem for financial advisers and their clients
Posted: 05/05/2026
NatWest has reported that its private banking and wealth management division generated an operating profit of £94m in Q1, while also delivering a return on equity of 21.1%
Posted: 01/05/2026
Two fifths (40 per cent) of Cash ISA savers said the impending cut to the Cash ISA allowance will make no difference in encouraging people to invest, new research from AJ Bell has shown
Posted: 01/05/2026
Growing numbers of workers believe they will never be able to afford to retire, according to research by Wealth at Work
Posted: 01/05/2026
Legal & General has received approval from the Financial Conduct Authority (FCA) to deliver Targeted Support
Posted: 01/05/2026
Shackleton Advisers has announced the acquisition of financial advice firm, Arundel Wealth Management
Posted: 30/04/2026
Schroders Capital has committed over £100m to 19 innovative investments across artificial intelligence (AI) and biotech companies on behalf of the UK Innovation Long-Term Asset Fund (LTAF), the first structure of its kind for UK venture capital
Posted: 30/04/2026
The Bank of England (BoE) has chosen to hold interest rates at 3.75 per cent as uncertainty continues surrounding the economic impact of the conflict in the Middle East
Posted: 30/04/2026
Wealth management and financial advice firms are doubtful over the impact of the Government’s ISA reforms, a new study by the Personal Investment Management & Financial Advice Association (PIMFA) has indicated
Posted: 30/04/2026
Alltrust Services Limited has agreed to acquire the Phoenix Wealth Family Suntrust schemes, a move that would make it the only UK self‑invested personal pension (SIPP) provider accepting new business into a family pension trust structure once completed
Posted: 29/04/2026
The vast majority of financial advisers (91 per cent) say they value a strategic partner that can support the co-manufacturing of a managed portfolio service (MPS) aligned with their clients’ individual goals, according to new research from Charles Stanley
Posted: 29/04/2026
Downing has announced the launch of a new inheritance tax (IHT) calculator ahead of a forecasted surge in receipts over the next five years
Posted: 29/04/2026
Perspective Financial Group has announced the completion of a further six acquisitions, taking the group’s total to 12 acquisitions so far in 2026
Posted: 29/04/2026
Barclays has reported that income in its private bank and wealth management division (PBWM) totalled £347m in Q1, a 1% dip compared to the same quarter last year
Posted: 28/04/2026
Investors are braced for more modest returns over the next five years following a strong run for markets in recent years, according to new research from Scottish Friendly
Posted: 28/04/2026
Savers with a self-invested personal pension (SIPP) are changing investment strategies according to their stage of life, research from Interactive Investor has found
Posted: 28/04/2026
Data and culture, underpinned by rigorous governance and controls, are now “critical enablers of scale” for driving value for consolidators, a new report by NextWealth has stated
Posted: 28/04/2026
Early ISA and SIPP investors are backing global funds and US exposure at the start of the new tax year, according to analysis from Hargreaves Lansdown
Posted: 27/04/2026
Shackleton Advisers has agreed a deal for an undisclosed amount to acquire the Hurst Point Group
Posted: 27/04/2026
Simplybiz has added Invesco’s discretionary model portfolio service (MPS) to its Omni Invest Risk Controlled solutions range, as part of an effort to further strengthen its proposition for advisers
Posted: 27/04/2026
AJ Bell and GBST have announced a new 10-year deal to extend their longstanding technology partnership
Posted: 27/04/2026
Titan Asset Management (Titan AM) has successfully overturned a High Court decision that had permitted Tavistock Investments and its affiliates to introduce a counterclaim alleging breach of confidence in respect of Titan AM’s model portfolio service (MPS)
Posted: 24/04/2026
The UK financial advice market remains “stable but evolving”, with adviser numbers holding steady despite consolidation and rapid structural change, according to new research from the Financial Conduct Authority (FCA)
Posted: 24/04/2026
Sapia has agreed to pay £19.6m to clients of failed wealth management firm, WealthTek
Posted: 24/04/2026
A new nationwide investment campaign backed by 20 financial services firms with support from the Treasury and the Financial Conduct Authority (FCA) has launched to transform how the UK thinks about investing
Posted: 24/04/2026
Pension savers have been encouraged to consolidate scattered defined contribution (DC) pensions to ease the administrative burden for their families when the new inheritance tax (IHT) rules come into effect in April 2027
Posted: 23/04/2026
Absolute Financial Group has announced that St George’s Financial Services has become the latest independent financial adviser (IFA) firm to join the group
Posted: 23/04/2026
AJ Bell has grown its assets under administration (AUA) to £108.7bn, a figure up 20 per cent over the last year
Posted: 23/04/2026
Inheritance tax (IHT) receipts totalled £8.5bn in the 2025/26 financial year, marking a fifth consecutive annual record, HMRC has revealed
Posted: 23/04/2026
Aberdeen Group has reported a "robust" Q1 performance, despite market headwinds across the period
Posted: 22/04/2026
Almost three in five (59 per cent) UK adults admit that they find inheritance tax (IHT) rules confusing, Canada Life has revealed
Posted: 22/04/2026
Financial advisers are reporting a surge in clients accelerating drawdown ahead of pensions becoming subject to inheritance tax (IHT), according to new research from Wesleyan
Posted: 22/04/2026
Over a third (34 per cent) of non-investors cite the fear of losing money as a key reason for why they have yet to start investing, new research published by Barclays has found
Posted: 22/04/2026
Over two fifths (42 per cent) of 55–70 year olds with a defined contribution (DC) pension said they planned to withdraw, or had already withdrawn, their full 25 per cent tax-free lump sum, according to research from the Standard Life Centre for the Future of Retirement
Posted: 21/04/2026
Allfunds has reported that its total assets under administration (AuA) stood at €1.77trn in Q1, an increase of 16.4 per cent year-on-year
Posted: 21/04/2026
Wealth managers and private markets fund managers are expecting assets under management (AuM) held in semi-liquid vehicles to exceed $3trn by 2030, according to new research by Carne Group
Posted: 21/04/2026
Family office investment strategies are shifting as younger generations take a bigger role, new research by Ocorian has indicated
Posted: 21/04/2026
Amber River has strengthened its partnerships with The Law Society (TLS) and the Institute of Chartered Accountants in England and Wales (ICAEW)
Posted: 20/04/2026
Global instability and geopolitical upheaval have led to a rapid reassessment of international plans among high-net worth (HNW) investors, according to Utmost.
The wealth solutions provider said that tax has now become secondary to stability and security
The wealth solutions provider said that tax has now become secondary to stability and security
Posted: 20/04/2026
Over three in five (61 per cent) financial advisers are expecting platform consolidation to accelerate over the next three years, research by Scottish Widows has shown
Posted: 20/04/2026
Royal London has announced the launch of a Targeted Support ISA service, with the new digital offering available to the company’s mobile app customers
Posted: 20/04/2026
A third of UK adults would prioritise ethical or sustainable investments even if it meant lower returns, according to new analysis from Rathbones
Posted: 17/04/2026
HDH Investment Services (HDH), which advised on and arranged deals in investments, has entered creditors’ voluntary liquidation (CVL)
Posted: 17/04/2026
Seven in 10 (68 per cent) UK savers who do not currently invest are planning to start investing in the future, new Vanguard research has found
Posted: 17/04/2026
The Personal Investment Management & Financial Advice Association (PIMFA) has appointed Brooks Macdonald CEO, Andrea Montague, to its board of directors
Posted: 17/04/2026
Hoxton Wealth has reported a 32% rise in the number of high-net-worth clients approaching them during or immediately following divorce proceedings in the past year
Posted: 16/04/2026
Legal & General (L&G) has announced the launch of the L&G Global Aggregate Bond Index Fund, which aims to provide broad exposure to investment grade fixed income
Posted: 16/04/2026
Advisers are increasingly viewing platforms and managed portfolio services (MPS) as a single operating system for delivering advice, rather than as separate service choices, Morningstar Wealth has found
Posted: 16/04/2026
More than half of over-55s (54 per cent) who have given a financial gift in the last seven years have not kept any record of it, a new study by Canada Life has indicated
Posted: 15/04/2026
Targeted Support is most effective when tailored to consumers’ attitudes, increasing investment by at least 30 per cent more than that achieved by demographic-based Targeted Support, a new study by TISA has revealed
Posted: 15/04/2026
Tatton Asset Management grew its assets under management (AuM) by 11 per cent last year to £24.2bn
Posted: 15/04/2026
Standard Life has agreed a deal to acquire Aegon UK for £2bn to create the UK’s largest retirement savings and income business
Posted: 15/04/2026
The centralised retirement proposition (CRP) for advisers has been labelled as a “consistent retirement playbook” by NextWealth
Posted: 14/04/2026
Investors must adapt to an increasingly complex responsible investment (RI) landscape in 2026, as a combination of technological, environmental and regulatory megatrends reshape opportunities and risks, according to a report from Nuveen
Posted: 14/04/2026
Over three in five (63 per cent) wealth management and financial advice firms are not planning to offer Targeted Support services, with only a small number planning to offer them from April, new research from the Personal Investment Management & Financial Advice Association (PIMFA) has indicated
Posted: 14/04/2026
Two in five UK investors (40 per cent) say that their biggest regret is not starting to invest earlier, new research by Fidelity International has highlighted
Posted: 14/04/2026
More than half of advisers (57 per cent) have said their clients are uncertain about pensions being subject to inheritance tax (IHT) from April 2027, according to a new study by Scottish Widows
Posted: 13/04/2026
Financial advisers are reporting that over a third (34 per cent) of their clients plan to open or top up an ISA early in the new tax year, research released by Wealthtime has shown
Posted: 13/04/2026
Mattioli Woods has selected BlackRock to enhance its centralised investment proposition (CIP) and expand access to investment solutions for advisers and clients
Posted: 13/04/2026
Absolute Financial Group has announced the addition of three new independent financial adviser (IFA) firms to the group
Posted: 13/04/2026
Independent financial advisers (IFAs) have called on pension providers to adapt how they engage with younger generations and support members across the entirety of their retirement journeys, according to People's Pension
Posted: 10/4/26
AI-driven employee competence improvement firm Elephants Don’t Forget has become an associate member of the Personal Investment Management & Financial Advice Association (PIMFA)
Posted: 10/4/26
Third Financial and Firenze have partnered to offer an estate planning solution, with the duo delivering their first facility through the solution for the client of a UK-based boutique wealth manager
Posted: 10/4/26
The latest appointments in the wealth management industry
Posted: 10/4/26
Venture capital trusts (VCT) raised £918m in the 2025/26 tax year, the third highest annual fundraising on record, figures from the Association of Investment Companies (AIC) have revealed
Posted: 9/4/26
The investment industry should move away from the widespread use of ‘alarming’ standardised risk warnings to encourage greater retail investment, a government-backed review published by the Investment Association (IA) has argued
Posted: 9/4/26
Multi-asset net sales were “remarkably resilient” in the second half of 2025 despite the struggles seen in the broader retail investment market, data from ISS Market Intelligence (MI) has revealed
Posted: 9/4/26
Royal London and Quilter have received regulatory permissions from the Financial Conduct Authority (FCA) to deliver targeted support
Posted: 9/4/26
Around one in 10 (11 per cent) wealth and asset management firms are “pulling ahead” of their competitors by combining execution capability with strategic clarity, according to a report from PwC
Posted: 8/4/26
Advised platforms hit record-high gross sales last year, rising from £80bn in 2024 to £92.8bn in 2025, a report from The Lang Cat has shown
Posted: 8/4/26
Vintage Wealth has announced the acquisition of Financial Management Independent Financial Advice (FMIFA) for an undisclosed amount
Posted: 8/4/26
The number of people accessing their pension savings as soon as they are able to has reached a five-year high, amid growing concerns about upcoming inheritance tax (IHT) changes, research from Lubbock Fine has shown
Posted: 8/4/26
The Association of Investment Companies (AIC) has put forward a series of recommended changes to the UK listing rules in light of actions taken by Saba Capital relating to investment trusts’ boards of directors
Posted: 7/4/26
Changes to inheritance tax (IHT) rules are driving increased demand for life insurance in the UK and pushing people to rethink their financial planning strategies
Posted: 7/4/26
Hoxton Wealth has entered into a partnership with BNY Pershing, aiming to strengthen its platform and improve client experience
Posted: 7/4/26
The assets under management (AUM) of long-term asset funds (LTAF) approved by the Financial Conduct Authority (FCA) have increased to around £7.3bn, analysis from Morningstar has shown
Posted: 7/4/26
Nearly half (44 per cent) of UK consumers are confident they will use the Financial Conduct Authority’s (FCA) targeted support regime, which came into force yesterday (6 April), research from KPMG UK has shown
Posted: 7/4/26
Advisers have been warned of a ‘fee transparency gap’ in the UK financial advice market that is creating a disconnect between advisers and clients, despite overall satisfaction with the value of advice, according to Unbiased
Posted: 2/4/26
W1M Wealth Management has completed its acquisition of Vermeer Partners following regulatory approval from the Financial Conduct Authority (FCA)
Posted: 2/4/26
The latest appointments in the wealth management industry
Posted: 2/4/26
Clifton Wealth Partnership (CWP) has acquired Essex-based financial planning firm Cutting & Carter for an undisclosed sum
Posted: 1/4/26
Financial advisers often use language that triggers distrust, anxiety, and disengagement among retirement clients, and should reassess their communications to prioritise personal situations rather than products, according to Oxford Risk and NextWealth
Posted: 1/4/26
Platform service leadership is shifting as smaller and specialist providers increasingly outperform more established platforms, despite not being among the most widely used, according to Defaqto
Posted: 1/4/26
Global wealth management platform FNZ has launched a new premium service proposition, FNZ Select
Posted: 1/4/26
High net worth individuals (HNWI) are increasingly expecting a greater proportion of their total annual earnings to come from non-salary income, research from Investec Bank has shown
Posted: 31/3/26
The latest appointments in the wealth management industry
Posted: 31/3/26
High net worth (HNW) investors are confident their portfolio delivered strong returns last year, according to analysis from Y TREE, despite the majority of wealth managers ‘underperforming’ the firm’s benchmark
Posted: 31/3/26
The Treasury has responded to the House of Lords’ report on bringing unused pensions into the scope of inheritance tax (IHT), accepting some recommendations while dismissing others, including extending the initial payment deadline and introducing a ‘safe harbour’
Posted: 31/3/26
US-based wealth management firm Creative Planning has announced its acquisition of UK-based MASECO, subject to regulatory approval
Posted: 30/3/26
Wealth and asset management firm Team plc has acquired eight investment mandates and a financial planning business from Epic Investment Partners
Posted: 30/3/26
Using simple, behaviour-led interventions to engage people with investing could significantly shift the way people think about investment and create a new generation of investors, according to a report from St. James’s Place (SJP)
Posted: 30/3/26
Entrepreneurs are increasingly choosing outsourced family investment offices rather than creating fully staffed single-family offices, according to Stonehage Fleming
Posted: 30/3/26
The Bank Aston Group has announced plans to expand into Jersey, led by Aston Currency Management (CM)
Posted: 27/3/26
Legal & General (L&G) and Manulife Wealth & Asset Management (WAM) have announced a global strategic partnership, spanning distribution, investment management, and product development
Posted: 27/3/26
Family offices are increasingly using artificial intelligence (AI) and technology to improve operations and data use, but are avoiding investing in the sector, research from Ocorian has shown
Posted: 27/3/26
Perspective Financial Group has announced the acquisitions of six financial planning firms in the first quarter of 2026, as part of a strategic expansion
Posted: 27/3/26
The Financial Regulators Complaints (FRC) Commissioner has upheld a complaint over the Financial Conduct Authority's (FCA) handling of the British Steel Pension Scheme (BSPS) advice scandal, concluding that the regulator acted too slowly to prevent widespread unsuitable advice
Posted: 26/3/26
Wealthtech company Flanks has launched its AI Financial Advisor, a wealth intelligence assistant designed to help advisers handle complex, multi-custodian client portfolios
Posted: 26/3/26
LGT Wealth Management UK has partnered with Addepar, which will support the wealth manager's front-office and client service teams
Posted: 26/3/26
Generation Z and Millennial investors are reshaping wealth management by being digitally fluent, highly engaged, and more likely to express preferences based on personal values, according to a report from the CFA Institute
Posted: 26/3/26
The Financial Services Compensation Scheme (FSCS) has published its new five-year strategy for 2026-2031, outlining plans to strengthen its role as a 'cornerstone' of UK financial stability while delivering value for consumers and the wider financial services industry
Posted: 26/3/26
More than nine in 10 (91 per cent) financial advisers are using managed portfolio services (MPS) for their clients, with usage set to grow further, research from Charles Stanley has revealed
Posted: 25/3/26
The number of people with ISA portfolios worth £1m or more is expected to total around 17,600 by April 2026, representing a threefold increase since the start of the 2023/24 tax year, analysis of HMRC figures by Rathbones has shown
Posted: 25/3/26
The latest appointments in the wealth management industry
Posted: 25/3/26
Investors want to be able to invest in companies that are enabling the green transition, despite opposing political rhetoric and performance concerns, according to Quilter
Posted: 25/3/26
The Financial Conduct Authority’s (FCA) consultation on simplifying pensions and investment advice rules has been broadly welcomed by industry stakeholders as a step towards closing the advice gap, although concerns remain around execution, risk and commercial viability
Posted: 25/3/26
The Financial Conduct Authority (FCA) has published a consultation on updated advice rules, seeking views on how to make it easier for firms to give simplified forms of personalised financial advice
Posted: 25/3/26
Wealth Club has launched a dedicated private markets self-invested personal pension (SIPP), aiming to provide a “mind-shift” to long-term investment horizons amid high market volatility
Posted: 24/3/26
Quilter Financial Planning has chosen Aveni to support the deployment of artificial intelligence (AI) into its day-to-day advice operations
Posted: 24/3/26
Almost nine in 10 (89 per cent) UK adults have little or no awareness of the inheritance tax (IHT) pension changes to be introduced from next year, according to analysis from Standard Life
Posted: 24/3/26
Private wealth clients should focus on building resilience in their portfolios through broad diversification, rather than trying to time market exits and re-entries, according to HSBC Private Bank
Posted: 24/3/26
BlackRock co-founder, chair, and CEO, Larry Fink, has called for participation in long-term investing to be widened so more people can share in economic growth
Posted: 23/3/26
Absolute Financial Group has announced it is ‘in talks’ with eight independent financial adviser (IFA) firms about joining the group
Posted: 23/3/26
HMRC has been encouraged to urgently clarify tax rules for expats returning to the UK to escape conflict in the Middle East, amid concerns that emergency returns could trigger tax exposure in the UK
Posted: 23/3/26
The OpenID Foundation (OIDF) has proposed a framework that outlines standards for digital estates, and published a Digital Estate Planning Guide for advisers and their clients
Posted: 23/3/26
Equity investment deals into UK companies with international founders has fallen year-on-year since 2021, with sums raised down by more than a third (36.2 per cent) since then, analysis from Rathbones has shown
Posted: 20/3/26
The Lang Cat’s AdviceTech Catwalk competition, which is aimed at early-stage startups in the advice technology space, has opened for entries
Posted: 20/3/26
Almost half (46 per cent) of independent financial advisers (IFA) expect access to targeted support to push more people into seeking financial advice, according to research from Opinium
Posted: 20/3/26
The government’s capital gains tax (CGT) receipts soared in the first two months of 2026 to reach £21.5bn for the first 11 months of the 2025/26 tax year, HMRC’s latest figures have revealed
Posted: 20/3/26
7IM has announced a new partnership with digital transformation specialist Delaware UK, as it continues to invest in its platform and technology
Posted: 19/3/26
The latest appointments in the wealth management industry
Posted: 19/3/26
Jurisdictional diversification is becoming a structural component of high net worth (HNW) portfolio strategy, as the wealthy population shifts its focus beyond asset classes towards geographical positioning, according to Global Citizen Solutions (GCS)
Posted: 19/3/26
Total merger and acquisition (M&A) deal value in the UK wealth management market hit a record high of £20bn in 2025, with the average transaction value more than doubling year-on-year, research from MarshBerry has shown
Posted: 19/3/26
Unused pension pots will come into scope of inheritance tax (IHT) from April 2027, after the Finance (No. 2) Bill completed its passage through parliament and received Royal Assent
Posted: 18/3/26
Former Titan Wealth and Aspira CEO, Derek Miles, and ex-Fintel IQ CEO, Kyle Augustin, have launched a new wealth firm called Nine Edge Wealth with the acquisition of RMS Limited
Posted: 18/3/26
UK expats fleeing the escalating conflict in the Middle East could trigger UK tax residence and potentially a “substantial” tax bill, Hoxton Wealth has warned
Posted: 18/3/26
BRI Wealth Management has completed the acquisition of financial advisory firm West Midlands Wealth Management (WMWM), adding around £50m in client assets
Posted: 18/3/26
The FCA’s targeted support initiative has missed out on the potential to include later life lending to help deliver good customer outcomes for over-55 homeowners, according to Key Partnerships
Posted: 18/3/26
Titan Wealth has launched a specialist offering aimed at supporting professional athletes, sports organisations, and executives with bespoke financial planning, career transitions, and corporate benefits
Posted: 17/3/26
Quilter has announced the launch of the Quilter Investors Long-Short Equity Fund and appointed J.P. Morgan Asset Management (JPMAM) to manage the mandate
Posted: 17/3/26
The Diversity Project UK, Diversity Project Europe, and Nicsa’s Diversity Project North America have rebranded in their respective regions to Inclusion in Finance and agreed to align on new five-year ambitions
Posted: 17/3/26
TFAS Compliance Services has launched a virtual continuous professional development (CPD) and insights programme that looks to help advisers with navigating post-Budget tax changes and supporting nervous clients
Posted: 17/3/26
Almost a third (32 per cent) of global entrepreneurs are considering a business transition within the next five years, rising to 57 per cent among those aged 65 and over, a report from UBS has revealed
Posted: 17/3/26
The Institute of Economic Affairs (IEA) has called for inheritance tax (IHT) to be scrapped entirely, while also setting out a list of ‘less expensive’ recommended reforms for the government to consider
Posted: 16/3/26
Liontrust has agreed to acquire River Global’s asset management business in an all-share deal worth up to £9.7m
Posted: 16/3/26
Fairstone Group has acquired West Midlands-based wealth management firm Prosperity Wealth, adding £1.5bn in assets under management (AUM)
Posted: 16/3/26
Inheritance tax (IHT) reforms are resulting in high-net-worth families increasingly turning to "gifting with control" strategies as they reassess how wealth is passed between generations, Utmost has found
Posted: 16/3/26
Wealth industry professionals are seeing the beginning of the ‘Great Wealth Transfer' among high net worth (HNW) families, with 77 per cent seeing evidence of this in the past 12 months, according to the Society of Trust and Estate Practitioners (STEP)
Posted: 13/3/26
The UK investment platform industry is making artificial intelligence (AI) a strategic priority and moving quickly to embed the technology in its operations, according to a report from The Platforms Association
Posted: 13/3/26
Bringing pensions into inheritance tax (IHT) calculations from April 2027 will result in 152 local authorities newly falling into scope of the tax, analysis from The Private Office (TPO) has shown
Posted: 13/3/26
Just Wealth has reported a 63 per cent increase in assets under management (AuM) in 2025
Posted: 13/3/26
Entrepreneurs are optimistic about 2026, entering the year with momentum, growth plans, and hiring intentions, a report from UBS has shown
Posted: 12/3/26
Clients are willing to pay higher financial advice fees if they clearly understand what they are paying for and the value they receive, according to a report from NextWealth
Posted: 12/3/26
Entrepreneurs in the UK are reshaping their financial strategies in anticipation of expected tax and policy changes, research from Brown Shipley has found
Posted: 12/3/26
The Retirement Studio has launched as a protection and financial planning appointed representative (AR) at network, Rosemount Financial Solutions (IFA)
Posted: 12/3/26
The Investment Association (IA) has called on the investment management industry to start planning for the UK Crypto Assets Regime with the publication of new guidance
Posted: 11/3/26
Financial advisers are facing significant challenges as some clients are going against their recommendations and withholding information, creating an ‘honesty gap’, according to Scottish Widows
Posted: 11/3/26
Financial advice firms are overhauling their planning approaches following continued reductions to capital gains tax (CGT) thresholds over the past three years, analysis from Financial Software Limited (FSL) has shown
Posted: 11/3/26
High net worth individuals (HNWI) are accelerating their pursuit of secondary citizenship and residency rights in 2026 as they search for stability in a volatile geopolitical environment, according to CS Global Partners
Posted: 11/3/26
Women are as likely as men to be engaged with investing but are less likely to feel confident about managing investments, according to Rathbones
Posted: 10/3/26
Advised clients’ tax concerns are on the rise amid widespread confusion over rules and allowances, research commissioned by Wealthtime has shown
Posted: 10/3/26
The latest appointments in the wealth management industry
Posted: 10/3/26
Net retail fund sales recorded inflows of £484m in January, driven by investor demand for equity index trackers, data from the Investment Association (IA) has revealed
Posted: 10/3/26
Later life sourcing platform Advise Wise has added to its adviser offering with the launch of its new Referral Hub
Posted: 9/3/26
Private banks are at risk of missing an over $100trn opportunity as many are failing to adapt their approaches to women’s financial needs, according to a report from HSBC Private Bank
Posted: 9/3/26
AJ Bell Investments has expanded its Gilt MPS range with the addition of three new portfolios amid a ‘surge’ in adviser demand
Posted: 9/3/26
Entries for the MoneyAge Awards 2026 are now open for firms across the personal finance space serving clients across the UK
Posted: 9/3/26
Addepar has launched its new native artificial intelligence (AI) ‘experience’, Addison, which has been embedded within the platform
Posted: 6/3/26
The Financial Conduct Authority (FCA) has issued a warning that HDH Investment Services may have given unsuitable financial advice to some of its customers
Posted: 6/3/26
More than one in four (26 per cent) adults in the UK do not feel confident about how or where they could access trustworthy financial advice if they needed it, research from Opinium has found
Posted: 6/3/26
Royal London has reported that its net inflows totalled £4.1bn in 2025, as the mutual returned to growth following £1bn in outflows in 2024
Posted: 6/3/26
The latest appointments in the wealth management industry
Posted: 5/3/26
Aviva’s Wealth business saw its net flows increase by 6 per cent year-on-year to a record high of £10.9bn in 2025, its annual report has revealed
Posted: 5/3/26
The government should introduce an investor visa to stem the flow of high net worth individuals (HNWI) leaving the UK and improve international competitiveness, according to Utmost Wealth Solutions
Posted: 5/3/26
Forty-six per cent of independent financial advisers (IFAs) that join a network generate their first commission within four weeks, according to research by ValidPath
Posted: 5/3/26
The government should reinstate the 30 per cent upfront income tax relief on venture capital trusts (VCT) in the Finance Bill, the Association of Investment Companies (AIC) has argued
Posted: 4/3/26
Aviva Investors has partnered with Protection & Investment Limited (PIL) to launch a new Hybrid Accumulation MPS solution tailored for the Surrey-based IFA firm
Posted: 4/3/26
Gross sales of onshore investment funds hit a record high in 2025 amid a shifting wealth management landscape as portfolios were remodelled, ISS Market Intelligence (MI) has revealed
Posted: 4/3/26
Quilter’s assets under management and administration (AUMA) grew by 18 per cent year-on-year to £141.2bn in 2025, driven by an increase in net inflows and positive market performance
Posted: 4/3/26
Chancellor, Rachel Reeves, has delivered her 2026 Spring Statement in what was an expectedly low-key event that did not include any policy or tax change announcements
Posted: 3/3/26
Singapore-based investment and wealth management group PhillipCapital has completed the acquisition of UK financial services company Walker Crips Group
Posted: 3/3/26
Financial advisers in the UK are evolving their retirement advice approaches to better navigate client planning needs amid regulatory and policy changes, a report from BNY Investments and NextWealth has shown
Posted: 3/3/26
7IM has completed the acquisition of financial planning and discretionary investment firm CPN Group for an undisclosed sum
Posted: 3/3/36
Private banking and wealth management firm J. Safra Sarasin has completed the acquisition of a majority stake in fintech bank Saxo Bank
Posted: 2/3/26
7IM has combined its Private Client business with Amicus Wealth to launch a new firm, Amicus Wealth Management
Posted: 2/3/26
Financial planning and wealth management firm Suttons Independent Financial Advisers (IFA) has acquired Wilmslow-based KSP Financial for an undisclosed sum
Posted: 2/3/26
Quilter Financial Planning has added a further six appointed representative (AP) firms to its advice network
Posted: 2/3/26
The Financial Conduct Authority (FCA) has opened its authorisation gateway for targeted support, with firms now able to apply for permission to provide recommendations under the new regime
Posted: 2/3/26
The Financial Conduct Authority’s (FCA) targeted support regime could represent one of the most significant engagement shifts in pensions since the introduction of auto-enrolment (AE), according to the Association of British Insurers (ABI)
Posted: 27/2/26
Rathbones has reported growth in its profit and funds under management and administration (FUMA) following the completion of the integration of Investec Wealth & Investment (IW&I)
Posted: 27/2/26
High net worth individuals (HNWI) are reshaping investment priorities as the global wealth landscape undergoes a structural shift, a report from Dubai International Finance Centre (DIFC) has stated
Posted: 27/2/26
Concerns have been raised over high net worth (HNW) property insurance, with many premium homes being insured for more than necessary, according to new research
Posted: 27/2/26
The government should look to provide clarity for internationally mobile families and on pensions coming into the scope of inheritance tax (IHT) in its Spring Statement, Bentley Reid director of wealth management, Mike Winstanley, has argued
Posted: 26/2/26
A ‘growing trust deficit' is shaping the experience of holding significant wealth in the UK as confidence in the durability of the tax framework has weakened, a report from BDO UK has argued
Posted: 26/2/26
The adviser platform market is now being moulded less by headline model shifts and more by execution, according to a report from NextWealth
Posted: 26/2/26
The number of advice professionals already using artificial intelligence (AI) as part of their business has increased from 29 per cent to 60 per cent in the last year, The Lang Cat has revealed
Posted: 26/2/26
St. James’s Place (SJP) has announced that it closed 2025 with a record £220bn in funds under management (FuM), up from £190.2bn a year previously
Posted: 25/2/26
Confidence among high net worth individuals (HNWI) in the UK has fallen amid re-emerging concerns around growth and tax, the Saltus Wealth Index Report has shown
Posted: 25/2/26
The growing tax burden placed on savers and investors is boosting the appeal of offshore bonds, which are becoming more relevant to a broader spectrum of wealth, according to Evelyn Partners
Posted: 25/2/26
More than half (55 per cent) of British adults do not have any investments amid a general lack of understanding, according to Aviva
Posted: 25/2/26
Family offices do not have confidence that the next generation is well prepared to manage family wealth, a report from UBS and Agreus Group has indicated
Posted: 24/2/26
Wealth managers’ share of investment companies held steady in 2025 following two years of decline, a report from the Association of Investment Companies (AIC) has revealed
Posted: 24/2/26
The latest appointments in the wealth management industry
Posted: 24/2/26
A new financial advice firm providing retirement planning, pension advice, and investment solutions, The Retirement Studio, has launched following authorisation from the Financial Conduct Authority (FCA)
Posted: 24/2/26
The lack of changes to fiscal forecasts since the Budget means the government should prioritise minimising policy uncertainty and double-down on boosting growth, according to the Resolution Foundation
Posted: 23/2/26
Almost 6,000 business owners have left the UK since January 2024, with the largest proportion being from the tech sector, analysis from Rathbones has shown
Posted: 23/2/26
True Potential Wealth Management has partnered with Oxford Risk to roll out the behavioural risk suitability fintech’s Investor Compass technology across the advice firm
Posted: 23/2/26
Fidelity International has announced the upcoming launch of its WealthBuilder Model Portfolio Service (MPS)
Posted: 23/2/26
UK-based wealth manager Amber River has announced it has secured investment from private equity (PE) firm Stone Point Capital to support its next phase of growth
Posted: 20/2/26
Citi has announced the sale of its former Russian subsidiary, AO Citibank, to Renaissance Capital (RenCap)
Posted: 202/2/26
A total of 284 investment advice firms joined the Financial Conduct Authority (FCA) Register in the second half of 2025, analysis from ISS Market Intelligence (MI) has shown
Posted: 20/2/26
AYU has launched a matching service, AYU Capital, that aims to connect funds and founders with verified family office investors
Posted: 20/2/26
Capital gains tax (CGT) receipts have reached their highest level on record with two months of the tax year still to go, while the inheritance tax (IHT) take continues to increase towards a record-breaking year, HMRC’s latest figures have shown
Posted: 20/2/26
Investment managers are set to increase their use of alternative data over the next two years, as they seek new ideas to generate alpha, according to research from Exabel
Posted: 19/2/26
The Association of Investment Companies (AIC) has published updated platform cost comparison information tables, with data compiled by The Lang Cat
Posted: 19/2/26
High net worth (HNW) investors that have used up their ISA and pension allowances are pivoting to buy-to-let (BTL) property and tax-advantaged company investments, analysis from Rathbones has shown
Posted: 19/2/26
The latest appointments in the wealth management industry
Posted: 19/2/26
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
Posted: 18/2/26
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
Posted: 18/2/26
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
Posted: 18/2/26
The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA) decisions to ban and fine an adviser and fund manager
Posted: 18/2/26
EFG International has reached an agreement with Capital Group to collaborate on the creation, co-development, and distribution of investment solutions
Posted: 17/2/26
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
Posted: 17/2/26
Model portfolio solution (MPS) specialist 8AM Global has launched a capital-protected investment solution for advisers, in partnership with structured product provider IDAD
Posted: 17/2/26
PIMFA WealthTech and Morningstar have launched an artificial intelligence (AI) tech sprint, inviting fintech companies to showcase wealth solutions
Posted: 17/2/26
Aegon has extended its tax year-end offering with an offshore bond partnership with Standard Life
Posted: 16/2/26
Ex-Coutts responsible investing integration lead and client specialist, Celeste Leverton, has launched a boutique wealth advisory practice based in London
Posted: 16/2/26
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
Posted: 16/2/26
There is "untapped" demand for professional advice in later life care, Just Group has stated
Posted: 16/2/26
The Personal Investment Management & Financial Advice Association (PIMFA) has published a report detailing its findings on trust, culture, artificial intelligence (AI), and the future of financial advice, following 10 months of work with its ‘Leading Lights Forum’
Posted: 13/2/26
The Investment Management Taskforce, which looks to bring together policymakers and investment industry executives to drive growth and competitiveness in the UK economy, has launched
Posted: 13/2/26
Hargreaves Lansdown has removed the Royal London UK Smaller Companies fund from its Wealth Shortlist following a change of management at the fund
Posted: 13/2/26
A potential 'guidance gap' could undermine the successful rollout of targeted support if reforms to pension modelling tools are delayed, EV has warned, as the Financial Conduct Authority’s (FCA) consultation on adapting its requirements for a changing pensions market closes
Posted: 13/2/26
Aviva Investors and crypto solutions fintech company Ripple have announced a partnership with the intention of tokenising traditional fund structures
Posted: 12/2/26
Advised platform assets under administration (AUA) increased by 4.12 per cent to £738.6bn in the fourth quarter of 2025, despite outflows reaching record highs due to pre-Budget speculation, analysis from The Lang Cat has revealed
Posted: 12/2/26
Investment managers are holding steady on responsible investment (RI) commitments, as no manager reported giving RI-related issues less consideration over the year to 30 June 2025, despite concerns the industry was retreating on these issues, according to LCP
Posted: 12/2/26
US-based investment manager Nuveen has agreed to acquire Schroders for £9.9bn, subject to regulatory approvals
Posted: 12/2/26
The growing number of families being drawn into paying inheritance tax (IHT) is driving them to take out insurance against future tax bills, according to Evelyn Partners
Posted: 11/2/26
The most recommended adviser platforms by value for 2025 have been revealed by financial product and market intelligence firm Defaqto
Posted: 11/2/26
AJ Bell Investcentre has launched its first onshore bond link, in partnership with Countrywide Assured
Posted: 11/2/26
Shares in some of the largest UK wealth management firms fell sharply on Wednesday as concerns about the impact of artificial intelligence (AI) on the sector affected investor and market sentiment
Posted: 11/2/26
Independent financial advisers (IFA) see succession planning support as the greatest benefit that hiring an adviser would bring to their business, according to a study from ValidPath
Posted: 10/2/26
Deutsche Bank and DWS have announced their intention to expand their existing strategic partnership in discretionary portfolio management
Posted: 10/2/26
Wealth managers and institutional investors believe artificial intelligence (AI) will help drive the development and growth of the digital assets sector, research from Nickel Digital Asset Management has shown
Posted: 10/2/26
Investors in the UK are more confident in the global economy in 2026 but have concerns about the high valuations of leading US tech and AI stocks, according to J.P. Morgan Personal Investing
Posted: 10/2/26
Schroders and Apollo have entered into a strategic partnership to develop wealth investment solutions for the UK market, aiming to enhance client choice and outcomes
Posted: 9/2/26
The latest appointments in the wealth management industry
Posted: 9/2/26
Wealth management firm Saltus has selected SS&C Technologies Holdings as its new wealth management platform provider
Posted: 9/2/26
Last year saw an increase of 89 appointed representative (AR) firms across wealth management networks, analysis by Network Consulting has revealed
Posted: 9/2/26
NatWest Group has reached an agreement to acquire wealth management firm Evelyn Partners for £2.7bn
Posted: 9/2/26
Quilter’s WealthSelect managed portfolio service (MPS) has passed the £25bn in assets under management (AUM) mark, the wealth management firm has revealed
Posted: 6/2/26
Morningstar has announced the launch of its star rating system for UK managed portfolios, enabling investors and financial advisers to benchmark portfolios using the firm’s methodology
Posted: 6/2/26
The latest appointments in the wealth management industry
Posted: 6/2/26
The Financial Conduct Authority (FCA) has stopped independent financial adviser, Advantage Wealth Management (AWM), from carrying out regulated activities
Posted: 6/2/26
The Personal Investment Management & Financial Advice Association (PIMFA) has welcomed the Financial Conduct Authority’s (FCA) proposed targeted clarifications of Handbook materials, while calling for further consideration of some aspects of the changes
Posted: 5/2/26
UK-based fintech Sidekick has raised £7.8m in Series A funding, with the platform aiming to expand access to investment products traditionally only offered by private banks
Posted: 5/2/26
Benchmark has announced the acquisition of two advice businesses, Caroline Banks & Associates (CB&A) and Verum Financial LLP, both of which are long-standing clients of the company
Posted: 5/2/26
Net retail outflows totalled £2.3bn in 2025, the same level as the previous year, as uncertainty and volatility affected investor risk sentiment, the Investment Association (IA) has revealed
Posted: 5/2/26
Barclays and NatWest are set to submit rival bids for wealth management firm Evelyn Partners this week, according to reports
Posted: 4/2/26
AJ Bell Investcentre has launched a discretionary loan trust for advisers managing clients’ inheritance tax (IHT) and estate planning needs
Posted: 4/2/26
The new rules around inheritance tax (IHT) risk “dry” tax bills and future disputes for farmers and private business owners, Irwin Mitchell has warned
Posted: 4/2/26
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
Posted: 4/2/26
Standard Life has re-entered the onshore investment bond market with the relaunch of its Tailored Investment Bond
Posted: 3/2/26
Clifton Wealth Partnership (CWP) has announced the acquisition of two financial planning firms, Cairn Independent and JRW, as the business expands in Scotland
Posted: 3/2/26
Quilter’s WealthSelect managed portfolio service (MPS) has initiated an ad hoc rebalance to reduce its precious metals holdings
Posted: 3/2/26
Rathbones Group has extended its partnership with Salesforce as part of a wider move to streamline its internal operations
Posted: 3/2/26
Johnston Carmichael Wealth (JCW) has joined with and rebranded to Partners Wealth Management (PWM), following its acquisition in March 2025
Posted: 2/2/26
Forvis Mazars has announced a reduced exposure to the UK in the latest quarterly rebalance to its model portfolios
Posted: 2/2/26
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
Posted: 2/2/26
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
Posted: 2/2/26
Titan Wealth has completed the acquisition of IWP, adding £6.9bn of client assets to bring the group’s total assets under management (AUM) to £44bn
Posted: 30/1/26
Royal London has announced the launch of its centralised retirement proposition (CRP) framework, designed to support advisers with developing retirement income strategies for clients
Posted: 30/1/26
Isio has agreed a partnership with Mabel Insights to improve financial advisers’ access to data and reporting as part of due diligence and ongoing oversight
Posted: 30/1/26
More than £1bn of pension tax relief is potentially being left unclaimed by around 800,000 higher earners each year, according to a freedom of information (FOI) request from LCP partner, Steve Webb
Posted: 30/1/26
Rosemount Financial Solutions (IFA) has announced a record 2025 after its revenues increased by 36 per cent
Posted: 30/1/26
St. James’s Place (SJP) has made a series of portfolio adjustments as it heads into 2026, seeking to strengthen diversification, improve risk-adjusted returns, and enhance resilience in a late-cycle market environment
Posted: 29/1/26
Titan Wealth has announced plans to acquire Plymouth-based financial planning and advisory firm Sound Financial Management Limited
Posted: 29/1/26
Fintech company Armundia Group has launched a modular platform designed to support single and multi-family offices with managing complex wealth portfolios
Posted: 29/1/26
Family offices should focus on the strength of their core foundations of governance, structure, leadership, and culture to deal with increasing complexity in 2026, according to Agreus Group
Posted: 29/1/26
Generational differences between family office members are beginning to surface, with younger generations set to widen their reach of trusted advisers compared to the founding generation, according to Ocorian
Posted: 28/1/26
The latest appointments in the wealth management industry
Posted: 28/1/26
Accelerating global wealth mobility is intensifying cross-border complexity, leading to new and increased risks for high net worth individuals (HNWI) and wealth professionals, Rathbones CEO of wealth, Camilla Stowell, has warned
Posted: 28/1/26
True Potential Investments has appointed asset manager Amundi as a strategic investment solutions partner with its growth-aligned fund management team
Posted: 28/1/26
The House of Lords (HoL) Economic Affairs Finance Bill Sub-Committee has urged the government to make changes to its proposals bringing pensions into the scope of inheritance tax (IHT), particularly in relation to personal representatives (PR)
Posted: 28/1/26
The Financial Conduct Authority (FCA) has launched a new review into the implications of advanced artificial intelligence (AI) on consumers, retail financial markets and regulators
Posted: 27/1/26
The British Private Equity and Venture Capital Association (BVCA) has formally adopted its new name of UK Private Capital, following approval from its members at its annual general meeting
Posted: 27/1/26
PlannerPal has announced the launch of its Pre-Meeting Prep Pack, aiming to streamline administration for financial advisers and wealth managers ahead of client meetings
Posted: 27/1/26
Wealth managers are prioritising meeting client expectations and deepening engagement over the next two to three years, but see the attraction and retention of staff as their biggest challenge, analysis has shown
Posted: 27/1/26
Over two thirds (69 per cent) of independent financial advisers (IFAs) have stated that attracting new clients is a high priority for 2026, research by ValidPath has found
Posted: 26/1/26
Royal London has launched an inheritance tax (IHT) hub designed to support advisers in preparation for pensions coming into the scope of IHT from April 2027
Posted: 26/1/26
The latest appointments in the wealth management industry
Posted: 26/1/26
The Investment Association (IA) has published a report outlining its roadmap for the transition of the UK and EU securities market from a trade date plus two (T+2) to a trade date plus one (T+1) settlement cycle
Posted: 26/1/26
The Financial Conduct Authority (FCA) has launched a consultation seeking views on further rules for cryptoasset firms, including how Consumer Duty will apply to them
Posted: 26/1/26
Defaqto has published its lists of the top 10 most recommended platform managed portfolio solutions (MPS) and multi-asset investment solutions by value for 2025
Posted: 23/1/26
High net worth (HNW) advisers are reshaping portfolios to meet client expectations for personalisation, manage macroeconomic instability concerns, and put a greater emphasis on technology, according to MSCI
Posted: 23/1/26
The latest appointments in the wealth management industry
Posted: 23/1/26
Financial advisory firm Abacus Advisers has opened a new office in Glasgow as it seeks to expand its market presence in Scotland
Posted: 23/1/26
Confidence among chief executive officers (CEO) in their company’s revenue has hit a five-year low amid concerns over uneven returns from artificial intelligence (AI), rising geopolitical risks, and growing cyber threats, PwC has revealed
Posted: 22/1/26
Confidence among retail investors in the UK is improving amid a strong start to the year for the FTSE 100, with home bias to domestic markets increasing, according to data from J.P. Morgan Personal Investing
Posted: 22/1/26
Family offices are increasingly pooling their resources with each other to save on costs, be more environmentally friendly, and receive a better service, research from Ocorian has found
Posted: 22/1/26
AJ Bell has reached a new record of £108bn in assets under administration on its platform, a figure up by 21 per cent in the last year and 5 per cent in the quarter
Posted: 22/1/26
The government’s capital gains tax (CGT) receipts declined by 8.4 per cent in 2025, falling from £14.9bn to £13.6bn over the year, HMRC’s latest figures have shown
Posted: 22/1/26
Quilter experienced record quarterly net inflows in the fourth quarter of 2025, rising by 21 per cent to £2.4bn, its latest update has shown
Posted: 21/1/26
The number of signatories to The ACT List has increased by 43 per cent to 40 asset and investment managers, think tank City Hive has revealed
Posted: 21/1/26
The latest appointments in the wealth management industry
Posted: 21/1/26
More than one in five (21 per cent) advisers have used sourcing platforms to access tools and calculators to aid in client conversations and deliver better outcomes, Advise Wise has revealed
Posted: 21/1/26
The average basic salary for a financial planner in the UK rose by 3 per cent to a record £80,129 in 2025, analysis from Paul Harper Search has shown
Posted: 20/1/26
The shortlist for the Wealth and Asset Management Awards 2026 has been announced, showcasing the firms and individuals that have excelled in the wealth and asset management sectors over the past 12 months
Posted: 20/1/26
The Financial Conduct Authority (FCA) should swiftly review and reform the post-sale cost disclosures that come under the Markets in Financial Instruments Directive (MiFID) rules, according to the Association of Investment Companies (AIC)
Posted: 20/1/26
Wealth managers believe that artificial intelligence (AI) is important to the sector but have raised concerns that it is lagging behind other financial services in adopting the technology, according to MSCI
Posted: 20/1/26
The Bank of England (BoE), the Financial Conduct Authority (FCA) and the Treasury have been told by MPs they are not doing enough to manage the risks presented by the increased use of artificial intelligence (AI) in the financial services sector
Posted: 20/1/26
The threat of tariffs being placed on several European countries, including the UK, by the US administration is likely to shift markets and investors into a defensive mindset in anticipation of market volatility, industry experts have argued
Posted: 19/1/26
Morningstar has launched a 'first-of-its-kind' generative artificial intelligence (AI) company index, the Morningstar PitchBook GenAI 20 Index
Posted: 19/1/26
New Financial Conduct Authority (FCA) regulations aimed at increasing retail participation in primary capital markets have come into force
Posted: 20/1/26
The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA) decision to ban and fine an adviser over ‘dishonest’ pension transfer advice and investment recommendations
Posted: 19/1/26
Retail investors’ anxiety over higher taxes and policy changes has reached its highest ever level in IG’s latest biannual sentiment tracker
Posted: 16/1/26
Schroders has announced the launch of its latest active exchange-traded fund (ETF) in Europe, expanding its range of products to meet client demand
Posted: 16/1/26
The latest appointments in the wealth management industry
Posted: 16/1/26
Young peoples’ perceptions of the financial services industry are acting as a barrier to new talent entering the profession, with just 28 per cent finding a career in the sector appealing, a report from The Lang Cat and Morningstar Wealth has found
Posted: 16/1/26
The number of directly authorised (DA) intermediary firms and advisers operating in the retail advice space is shrinking, analysis by Network Consulting has shown
Posted: 16/1/26
Brooks Macdonald has announced changes to its organisational structure, combining its distribution and investment teams
Posted: 15/1/26
Rathbones’ funds under management and administration (FUMA) increased in 2025, despite continued net outflows, its fourth quarter update has revealed
Posted: 15/1/26
Property wealth accounts for 47 per cent of the value of estates paying inheritance tax (IHT) in London, on average, according to an HMRC Freedom of Information (FOI) request from Just Group
Posted: 15/1/26
Partners Wealth Management (PWM) has launched a new brand identity, aiming to support its next phase of growth
Posted: 15/1/26
The Personal Investment Management and Financial Advice Association (PIMFA) has reached an agreement with Morningstar for the investment research firm to act as the new sole index series’ provider
Posted: 15/1/26
Independent active equity manager Causeway Capital Management has expanded into the UK market with the opening of a new London office, operated through its new subsidiary Causeway Capital Management (UK) Ltd
Posted: 14/1/26
The Treasury Committee has warned that Chancellor, Rachel Reeves, risks “complicating the ISA landscape” with her changes to the Cash ISA announced in the November Budget
Posted: 14/1/26
Higher earners in the UK are missing out on hundreds of millions of pounds in unclaimed pension tax relief each year, according to Penfold
Posted: 14/1/26
The government should reconsider changes to venture capital trust (VCT) tax relief announced in the Autumn Budget as they are likely to result in a fall in VCT investment, according to Wealth Club
Posted: 14/1/26
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