Latest News
-
UK wealth market forecast to grow by over 10% a year to reach £7.5trn of assets by 2035
-
IA report outlines how to broaden private markets access for the mass affluent
-
Jarvis Investment Management enters special administration
-
One in three wealthy investors plan to sell to avoid CGT
-
PIMFA and Eversheds Sutherland launch economic abuse guidance for advisers
-
IFAs set to rely on technology to reach ambitious growth targets
Archive News
Over one in three (35 per cent) wealthy investors have sold investments or will do ahead of the Budget due to worries about increases to capital gains tax (CGT), Wealth Club has revealed
Posted: 16/10/26
The Investment Association (IA) has published a report outlining how access to private markets can be widened responsibly at scale, without weakening investor protection in the advised mass-affluent market
Posted: 16/10/26
The UK wealth market is projected to grow at a rate of more than 10 per cent per annum to reach £7.5trn of assets by 2035, with an associated profit pool of around £10bn, according to Aviva
Posted: 16/10/26
Wealth management firm Jarvis Investment Management has entered special administration following an order made by the High Court
Posted: 16/10/26
The Personal Investment Management & Financial Advice Association (PIMFA) and Eversheds Sutherland have published guidance to help wealth managers and financial advisers protect clients from financial control
Posted: 15/10/26
Independent financial advisers (IFA) are optimistic about the year ahead and expecting to further utilise technology to hit their ambitious growth targets, according to ValidPath
Posted: 15/10/26
Over seven in 10 (71 per cent) clients of a North East financial planning firm expect the upcoming Budget to leave them financially worse off
Posted: 15/10/26
The adoption of artificial intelligence (AI) and machine learning tools is central to increasing digital asset allocations among wealth managers and institutional investors, a study from Nickel Asset Management has shown
Posted: 15/10/26
The average age people expect to receive their most significant gift or inheritance is 52, although receiving wealth earlier than this results in the strongest reported impact, analysis from Canada Life has shown
Posted: 14/10/26
Government Budgets over the past decade have introduced more than 130 ‘notable’ changes to personal finance rules, although many are unaware of the reforms that have been implemented or coming into force, according to RBC Brewin Dolphin
Posted: 14/10/26
Potential changes to inheritance tax (IHT) are the greatest tax-related concern for advisers and their clients in the build up to the Budget on 28 October, according to AJ Bell
Posted: 14/10/26
Almost a third of UK high net worth individuals (HNWIs) are considering moving abroad, up from 25 per cent a year ago, as confidence in the economy weakens and concerns over tax policy grow, according to research from wealth manager Saltus
Posted: 14/10/26
Two people who worked at financial advice companies have pleaded guilty to fraud after four clients lost a total of £2m
Posted: 13/10/26
The Financial Conduct Authority (FCA) board has appointed Liam Coleman as chair of the Financial Ombudsman Service, with the approval of the Treasury
Posted: 13/10/26
Independent financial adviser (IFA) network Financial Solutions has launched the latest version of its adviser portal Wealth Pilot
Posted: 13/10/26
The latest appointments in the wealth management industry
Posted: 13/10/26
Intelliflo has acquired Mabel Insights, bringing its research, portfolio analysis and financial planning tools into Intelliflo Office
Posted: 12/10/26
Private wealth is being driven into commercial real estate in the UK, with investment increasing by 66 per cent year-on-year in 2025, according to a report from JLL
Posted: 12/10/26
High net worth individuals (HNWI) in the UK are concerned about later-life care but are failing to prepare for it, Rathbones has warned
Posted: 12/10/26
The UK wealth industry offers a secular growth opportunity due to the increasing cost of being older for longer, although cyclical issues persist, according to Peel Hunt
Posted: 12/10/26
The Financial Conduct Authority (FCA) has proposed new rules on long-term investment funds, aiming to make them clearer and give investors greater confidence to invest in funds that support private markets
Posted: 9/10/26
Appetite among family offices for UK investments and their interest in distressed and special situations have risen over the past 12 months, while willingness to back managers with short track records has fallen, analysis from AYU has found
Posted: 9/10/26
Rathbones has been granted a Markets in Financial Instruments Directive (MiFID) licence from the Central Bank of Ireland, enabling the wealth and asset management group to expand into the European Union (EU)
Posted: 9/10/26
Sarasin & Partners has partnered with Stellar Asset Management on the development and ongoing management of its AIM proposition
Posted: 9/10/26
Artificial intelligence (AI) workflow for financial advice and wealth management firms, PlannerPal, has raised £4.3m in a round led by Mercia Ventures
Posted: 8/10/26
Regulated firms have reported an improvement in satisfaction and confidence levels in the Financial Conduct Authority (FCA), the latest FCA and Practitioner Panel survey has shown
Posted: 8/10/26
WealthAi has launched a range of artificial intelligence (AI) agents to oversee the end-to-end processes of client onboarding and KYC on the platform
Posted: 8/10/26
BBVA has launched Global Wealth, a new umbrella brand that brings together its premium, private banking, and ultra high net worth (HNW) segments
Posted: 8/10/26
The Leader of the Opposition, Kemi Badenoch, has announced plans to cut inheritance tax (IHT) if the Conservatives win the next general election by removing family homes from the tax and increasing the nil-rate band (NRB)
Posted: 7/10/26
HSBC is planning widespread job cuts in its UK wealth management business as it increasingly adopts artificial intelligence (AI) tools to help serve high net worth (HNW) clients, according to reports in the Financial Times (FT)
Posted: 7/10/26
Global household financial assets increased by 8.6 per cent to a record high of £228trn last year, with markets generating around four fifths of the improvement, a report from Allianz has revealed
Posted: 7/10/26
The latest appointments in the wealth management industry
Posted: 7/10/26
More than three in five workers surveyed by Penfold are concerned about potential changes to pension taxation in the upcoming Autumn Budget, with tax relief emerging as the biggest area of concern
Posted: 7/10/26
AJ Bell has partnered with Standard Life to launch a new offshore bond on its Investcentre platform
Posted: 6/10/26
Advised clients aged over 65 with children lack confidence that their adviser relationship will continue into the next generation, a report from Boring Money has shown
Posted: 6/10/26
Artificial intelligence (AI) is having a limited impact on the advice gap, despite it providing gains in adviser capacity, according to NMG Consulting
Posted: 6/10/26
My Pension Expert has acquired the client books and associated assets of InterestMe Advisers and InterestMe Financial Planning after the firms entered administration on 24 September 2026
Posted: 6/10/26
Digital bank Zopa has launched a targeted support offering for its investment customers
Posted: 5/10/26
Around 8.6 million people in the UK aged between 35 and 70 have £20,000 or more in investable assets but are not paying for advice, research from The Lang Cat has found
Posted: 5/10/26
Team plc has agreed to acquire Lancashire-based wealth management and stockbroking firm Hedley & Co for £3m
Posted: 5/10/26
Over half (56 per cent) of the British public now want a complete abolition of inheritance tax (IHT), compared to 54 per cent last year and 49 per cent two years ago, Kingsley Napley has found
Posted: 5/10/26
Lync Wealth Management has strengthened its presence in the West Midlands through its acquisition of TKV Financial Management, bringing its assets under advice to around £200m in the region
Posted: 02/10/2026
Financial advice is the strongest predictor of retirement income satisfaction and financial preparedness, according to research from wealth manager Quilter
Posted: 02/10/2-26
Nuveen has completed its acquisition of Schroders, creating one of the world’s leading active public-to-private asset and wealth managers with $2.6trn AUM
Posted: 02/10/2026
True Potential has announced the launch of a tiered ongoing platform charge as it continues to combine competitive pricing with technology to deliver better outcomes for clients.
Posted: 01/10/2026
Isio has agreed to take on management responsibilities for an £850m unitised fund range, representing an expansion of its investment offering in the UK adviser market
Posted: 01/10/2026
Barclays has been authorised by the Financial Conduct Authority (FCA) to offer Targeted Support, enabling the bank to offer more help to eligible customers as they begin investing
Posted: 30/09/2026
P1 Investment Management has announced a new partnership with PIMCO to launch a retirement-focused managed portfolio for UK financial advisers
Posted: 30/09/2026
Confidence among UK high-net-worth individuals (HNWIs) is continuing to weaken as fears over government tax and wealth policy is increasingly shaping how families protect and pass on their assets, Saltus has stated.
The latest Saltus Wealth Index Report showed that the biannual barometer of HNWIs’ confidence fell from 64.7 a year ago to 60.3
The latest Saltus Wealth Index Report showed that the biannual barometer of HNWIs’ confidence fell from 64.7 a year ago to 60.3
Posted: 30/09/2026
Fidelity International has announced the launch of its UK-domiciled Fidelity Absolute Return Global Equity Fund (OEIC)
Posted: 29/09/2026
Wealth managers are more positive about investment trusts than they were in 2025, Research in Finance has revealed
Posted: 29/09/2026
The Financial Conduct Authority (FCA) will compensate victims of a £1.5m crypto investment fraud after the regulator obtained confiscation orders against Raymondip Bedi and Patrick Mavanga
Posted: 29/09/2026
Third Financial has been selected by Lulworth Investment Partners to provide custody and platform services through its Model B proposition
Posted: 28/09/2026
Almost half of Britons feel financially unprepared for major life events, despite recognising the importance of long-term financial planning, according to new research
Posted: 28/09/2026
More than one in three (37 per cent) millionaires in the UK that are invested in private markets plan to increase their exposure over the next three years, research from Wealth Club has shown
Posted: 25/9/26
NextWealth has published the results of its latest Advice Tech Stack: Adviser Reviews, which asks financial advice professionals to grade each part of their firm’s tech stack
Posted: 25/9/26
The latest appointments in the wealth management industry
Posted: 25/9/26
High net worth (HNW) clients are increasingly anxious about the future direction of UK tax policy, as speculation intensifies around what could be announced in the Autumn Budget, Rathbones has stated
Posted: 25/9/26
Over two in five (44 per cent) people in the UK would support the introduction of a wealth tax as a percentage of total assets, while only 23 per cent of people are against it, research from AJ Bell has found
Posted: 24/9/26
Invesco has launched its behavioural intelligence platform technology, Personalised Investor Engine (PIE), which has been designed to support banks and wealth platforms with turning more savers into long-term investors
Posted: 24/9/26
The latest appointments in the wealth management industry
Posted: 24/9/26
Financial advice and education are “more important than ever” as investors lack confidence about retirement and their long-term financial security, a study from Amundi has found
Posted: 24/9/26
Proposed changes to the inheritance tax (IHT) treatment of pensions could leave bereaved families unable to access pension funds needed to pay tax before probate is granted, the Society of Trust and Estate Practitioners (STEP) has warned
Posted: 23/9/26
Global high net worth (HNW) entrepreneurs are planning to increase their investment in artificial intelligence (AI) for their primary businesses, amid expectations that the technology will unlock new opportunities for growth, according to a report from HSBC Private Bank
Posted: 23/9/26
Royal London has launched an estate and inheritance planning framework designed to support adviser firms with preparations for the upcoming changes to inheritance tax (IHT) and personal representative responsibilities from April 2027
Posted: 23/9/26
Building a stronger investment culture in the UK is not about reform or intervention, it is about creating the conditions for consumers to invest with confidence and for firms to grow, the Financial Conduct Authority (FCA) has stated
Posted: 23/9/26
The government’s inheritance tax (IHT) receipts fell year-on-year in August 2026, while capital gains tax (CGT) take rose over the same period, according to the latest figures from HMRC
Posted: 22/9/26
The Wealth & Asset Management Awards 2027 are now open to entries from companies in the wealth and asset management sectors
Posted: 22/9/26
Artificial intelligence (AI) platform for financial advisers Marloo has launched a new tool aimed at introducing efficiencies to advisers’ workflows
Posted: 22/9/26
Frequent changes to investment, savings, and pensions policy are discouraging long-term financial planning, the Investment Association (IA) has warned
Posted: 22/9/26
Clients with more than £1m in investable assets are more likely to use artificial intelligence (AI) for financial support than those with less wealth, a report from Boring Money has shown
Posted: 21/9/26
Amundi has acquired a 9.9 per cent stake in private equity investment firm ICG, representing a total investment of around £532m
Posted: 21/9/26
Retirees are rethinking their wealth transfer plans as policy changes alter their behaviour around how they choose to pass on wealth, analysis from Quilter has shown
Posted: 21/9/26
Around one in six 'mass-affluent' adults have either stopped or paused workplace pension contributions in the past year, research by Raymond James has found
Posted: 21/9/26
Aberdeen Portfolio Solutions Limited (APSL) has announced it will be working with Jacobi to improve its model portfolio capabilities
Posted: 18/9/26
Financial advisers should make retirement planning a ‘family affair’, with UK advice firms facing a participation gap, according to Scottish Widows and NextWealth
Posted: 18/9/26
Seven Investment Management (7IM) has launched two Quantitative Building Block Funds, aiming to improve diversification and portfolio resilience across its model portfolio and fund ranges
Posted: 18/9/26
Accenture has launched an AI-native wealth management solution to help firms streamline onboarding, compliance, and adviser workflows
Posted: 18/9/26
Some of the largest investment platforms in the UK have signed up to The Platforms Association’s Transfers Charter, committing to improve the speed, efficiency and transparency of investment transfers
Posted: 17/9/26
The Financial Conduct Authority (FCA) has published guidance on how the laws underpinning the UK’s cryptoasset regime will apply to firms
Posted: 17/9/26
Tufton Investment Management has become the investment manager of CQS Natural Resources Growth and Income PLC, which has been renamed City Natural Resources Growth and Income PLC
Posted: 17/9/26
Financial advisers view the alignment of interests with clients and employee ownership as the greatest advantage for boutique asset managers, a study by Censuswide for Nedgroup Investments has found
Posted: 17/9/26
High net worth (HNW) investors are increasingly reviewing how they structure, protect, and pass on wealth as uncertainty around potential tax reforms in the upcoming Budget grows, according to Rathbones
Posted: 16/9/26
The Lang Cat’s due diligence and research tool for advice professionals, Analyser, has added STAR transfer participation and accreditation data to strengthen adviser due diligence
Posted: 16/9/26
Evelyn Partners has expanded the availability of its model portfolio service (MPS), with its Core and Index ranges now accessible through onshore bond wrappers across several adviser platforms
Posted: 16/9/26
The Neuberger Global Private Equity Access Fund has been added to Wealth Club’s Private Markets Investment Platform
Posted: 16/9/26
Artificial intelligence (AI) models are giving out incorrect financial advice 57 per cent of the time, research from fintech Saturn has shown
Posted: 15/9/26
St. James’s Place (SJP) has announced the addition of three financial services professionals to its partnership as appointed representatives to build their own advice businesses
Posted: 15/9/26
More than one in four (27 per cent) UK adults with at least £25,000 in investible assets believe that stocks and shares are too risky an investment, while many admit a lack of understanding to invest effectively, Rathbones has found
Posted: 15/9/26
The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA) decision to ban Odey Asset Management (OAM) founder, Crispin Odey, from the financial services industry but reduced his fine by £300,000
Posted: 14/9/26
The UK investment platform industry’s operational resilience is maturing, as firms move past baseline regulatory compliance towards developing a greater understanding of how they will perform under stress, according to a report from The Platforms Association
Posted: 14/9/26
Financial advice firms are taking on more clients and staff, while also creating deeper relationships with existing clients, as they look to meet ‘ambitious’ growth plans, analysis from NextWealth has found
Posted: 14/9/26
Europeans are investing more but could have accumulated an additional €1.17trn of wealth if a quarter of their deposit flows since 2002 had been invested in funds, analysis from ING Research has shown
Posted: 14/9/26
The latest appointments in the wealth management industry
Posted: 14/9/26
High net worth (HNW) families and family offices are rethinking their diversification strategies amid rising geopolitical and economic uncertainty, according to TMF Group
Posted: 11/9/26
The UK is increasingly seen as a key destination for active equity investors, with advisers viewing UK equities as a ‘generational valuation opportunity’, according to a study from Rathbones Asset Management
Posted: 11/9/26
Crypto wealth held up in 2026 despite Bitcoin trading at around 38 per cent below its October 2025 peak, a report from Henley & Partners has shown
Posted: 11/9/26
Millions of workplace pension savers could miss out on targeted support because trust-based schemes currently sit outside the new regulatory framework, People’s Pension has warned
Posted: 11/9/2026
Restore Britain has unveiled a plan to abolish the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PRA) in their current forms
Posted: 11/9/26
Wealth management business Atomos has agreed to acquire financial planning firm MWA Financial for an undisclosed amount
Posted: 10/9/26
The latest appointments in the wealth management industry
Posted: 10/9/26
Adviser technology firm Fintegrate and wealthtech provider EV have extended their partnership that integrates EV’s risk profiling technology into the Fintegrate platform
Posted: 10/9/26
Raymond James Wealth Management has announced plans to launch Raymond James, Chester to provide investment management and financial planning services to clients in the north west of England
Posted: 10/9/26
Advisers want platforms to include capital gains tax (CGT) reporting in their tax packs, in the same way they do for income received from dividend and interest distributions, analysis from Financial Software Ltd (FSL) has found
Posted: 10/9/26
Shackleton Advisers has agreed to acquire Scotland-based independent financial advice firm Aberdein Considine Wealth Limited, trading as AC Wealth
Posted: 9/9/26
Affluent women approaching retirement are twice as likely as their male counterparts to be unsure of how to turn their pensions and investments into a regular retirement income, research from Rathbones has found
Posted: 9/9/26
Quilter’s managed portfolio service (MPS) WealthSelect has implemented a “modest but deliberate” shift towards value-oriented equities in its latest quarterly rebalance
Posted: 9/9/26
Marloo, an artificial intelligence (AI) platform designed for financial advisers, has reached an agreement with Morningstar to integrate the provider’s research and data into its client offering
Posted: 9/9/26
UK Chancellor, John Healey, has been urged to commit to protecting pension tax-free cash and tax relief ahead of the October Budget, amid concerns that continued uncertainty could trigger another wave of potentially damaging withdrawals from retirement savings
Posted: 9/9/26
Absolute Financial Group has acquired Platinum Independent Financial Services, adding £280m in assets under advice (AUA) to the group
Posted: 8/9/26
Over six in 10 (61 per cent) millionaire investors have considered leaving the UK over concerns about tax, according to a study from Wealth Club
Posted: 8/9/26
The majority (59 per cent) of advisers in the UK are likely to adapt their processes to offer simplified advice to some clients, as firms prepare for the next generation of investors, research from Vanguard has shown
Posted: 8/9/26
Pensions dashboards should allow executors to identify all unused pension pots belonging to deceased relatives, helping bereaved families manage potential inheritance tax (IHT) charges from April 2027, RSM UK has said
Posted: 8/9/26
WealthAi has launched a new artificial intelligence (AI) operating system to expand its platform to independent financial advisers (IFA) and smaller advice firms
Posted: 7/9/26
Advice firms are no longer facing a binary choice between running investment portfolios in-house or outsourcing them, with bespoke portfolios becoming an established third option, according to Copia Capital Management
Posted: 7/9/26
Advisers are becoming increasingly concerned about the potential impact of increased bond issuance from artificial intelligence (AI) hyperscalers such as Amazon, Google, and Meta, according to Rathbones Asset Management
Posted: 7/9/26
The latest appointments in the wealth management industry
Posted: 7/9/26
Parents are increasingly sacrificing their pensions and investments to pay for their children’s private school fees, a report from Rathbones has found
Posted: 4/9/26
Hoxton Wealth has announced a collaboration with Amazon Web Services (AWS), aiming to assess how artificial intelligence (AI) can benefit its business and the wider wealth management sector
Posted: 4/9/26
Clients are relying on financial advisers to help them navigate volatile markets and avoid ‘costly’ short-term decisions, according to a report from M&G
Posted: 4/9/26
Three former directors of Ethical Forestry Limited have received prison sentences for their roles in a £70m pension investment fraud scheme, the Serious Fraud Office (SFO) has announced
Posted: 4/9/26
Lync Wealth Management has announced the acquisition of two Belfast-based financial planning firms, bringing its Northern Irish assets under advice (AUA) past £350m
Posted: 3/9/26
Younger people have less patience when waiting to see returns from their investments than older generations, a study from Alliance-Witan has shown
Posted: 3/9/26
Financial services technology company Twenty7tec has launched a client engagement platform to give clients a single place to manage their digital relationship with their financial adviser
Posted: 3/9/26
Over four in five advisers (85 per cent) and paraplanners (83 per cent) find evidencing tax wrapper decisions takes more effort in the current environment, AJ Bell has found
Posted: 3/9/26
The Financial Conduct Authority (FCA) has issued a Decision Notice to ban former DPT Financial Solutions director and financial adviser, Daniel Thomas, from working in financial services and fine him £742,700 over unauthorised pension transfer advice
Posted: 3/9/26
Isio has completed the acquisition of Collidr and combined the firms’ investment management and technology capabilities to launch an expanded offering for financial advisers
Posted: 2/9/26
Weatherbys Private Bank has opened a new office in Manchester as it targets growth in the north west of England
Posted: 2/9/26
Wealthtech firm Flanks has partnered with artificial intelligence (AI) platform Perplexity to give financial advisers access to wealth data through the platform
Posted: 2/9/26
The Temporary Repatriation Facility (TRF) risks falling short of its potential to bring significant overseas wealth into the UK and generate additional tax revenue for the economy, Utmost has warned
Posted: 2/9/26
Christopher Allen Private Clients (CAPC) has joined Rosemount Financial Solutions (IFA) as an appointed representative (AR)
Posted: 2/9/26
Financial services technology firm iPipeline has completed the acquisition of Origo for an undisclosed amount
Posted: 1/9/26
Shackleton Advisers has acquired Argentis Group, formerly known as the Hurst Point Group, after receiving regulatory approval from the Financial Conduct Authority (FCA)
Posted: 1/9/26
Remember a Charity has launched a good practice guide for wealth advisers to help them incorporate charitable legacies into financial planning discussions and support their clients’ philanthropic ambitions
Posted: 1/9/26
The number of pensioners paying income tax at 40 per cent or above has doubled over the past five years to more than one million, a freedom of information (FOI) request from LCP has revealed
Posted: 1/9/26
Financial advisers believe that more than a quarter (28 per cent) of their clients are using artificial intelligence (AI) tools to support traditional advice, according to research from Wealthtime
Posted: 28/6/26
The latest appointments in the wealth management industry
Posted: 28/8/26
HMRC has published further details on how pension schemes, personal representatives and beneficiaries will be expected to manage inheritance tax (IHT) on pension death benefits from 6 April 2027, including new information-sharing, withholding and direct-payment requirements
Posted: 28/8/26
Weatherbys Private Bank has updated its Lombard lending capabilities, as it looks to meet its long-term commitment of combining a client-centred ethos with technological innovation
Posted: 28/8/26
Capital gains tax (CGT) liabilities increased by 89 per cent to a record high of £24.2bn in the 2024/25 tax year, the latest figures from HMRC have shown
Posted: 27/8/26
The majority of younger investors trust artificial intelligence (AI) to help them with investing, although many misunderstand the regulatory safeguards that are in place when using the technology, the Financial Conduct Authority (FCA) has found
Posted: 27/8/26
The Institute for Public Policy Research (IPPR) has urged the government to enact policies that shift some of the tax burden away from young and working-age people towards property, older people, and wealth
Posted: 27/8/26
Daintree Wealth Management has partnered with AJ Bell Custody Solutions, a ‘model B’ solution for adviser and wealth management firms
Posted: 27/8/26
Wealth management firm EGR Wealth has entered administration, with joint administrators appointed to oversee the process, the Financial Conduct Authority (FCA) has announced
Posted: 26/8/26
Wealth management group Fairstone has expanded its presence in Northern Ireland with the acquisition of investment management firm Ferguson Hill Asset Management
Posted: 26/8/26
Aviva’s protection team has launched an integrated ‘High Value’ proposition to support advisers with navigating the increasingly complex needs of high net worth (HNW) clients
Posted: 26/8/26
Some bereaved families could face a tax charge of up to 91 per cent on inherited pension funds once unspent pension pots are brought within the scope of inheritance tax (IHT) from April 2027, according to analysis by NFU Mutual
Posted: 26/8/26
Millennial and Gen Z investors in the UK are investing more frequently, diversifying more broadly, and maintaining confidence in long-term market growth, despite geopolitical and trade uncertainty, research from Charles Schwab has shown
Posted: 25/8/26
Family offices are investing in expertise to ensure they keep pace with an evolving market and as they take on increasingly complex responsibilities, according to Agreus
Posted: 25/8/26
Strong net inflows into offshore strategies drove UK retail net fund sales back into positive territory in the second quarter of 2026, analysis from ISS Market Intelligence (MI) has shown
Posted: 25/8/26
The British tax system is becoming increasingly damaging to economic growth, the Institute of Economic Affairs (IEA) has warned
Posted: 25/8/26
Invesco has launched an open architecture platform to provide bespoke investment solutions for wealth and institutional clients
Posted: 24/8/26
The latest appointments in the wealth management industry
Posted: 24/8/26
Private market fund managers in the UK are anticipating strong growth in semi-liquid private market fund launches as opportunities for public market growth “shrink”, according to Wealth Club
Posted: 24/8/26
Industry bodies have urged the Financial Conduct Authority (FCA) to provide greater clarity and avoid unnecessary regulatory complexity in its proposed reforms to self-invested personal pensions (SIPP)
Posted: 24/8/26
The government’s inheritance tax (IHT) receipts for April to July 2026 were £3.2bn, an increase of £100m from the same period last year, the latest figures from HMRC have shown
Posted: 21/8/26
The Personal Investment Management & Financial Advice Association (PIMFA) has raised concerns over several proposals in the Financial Conduct Authority’s (FCA) consultation on simplifying consumer investment disclosures
Posted: 21/8/26
Fund selectors working with retail clients are showing a greater interest in active strategies amid global uncertainty and higher interest rates, according to a study from Rathbones Asset Management
Posted: 21/8/26
Advisers are showing renewed interest in onshore bonds and international bonds, according to Defaqto, which has published a list of the top recommended products in each category in the first half of 2026
Posted: 21/8/26
Financial advisers are open to using agentic artificial intelligence (AI) for administrative work across the advice journey, but still want human oversight for decisions that directly affect client money, according to GBST and The Lang Cat
Posted: 20/8/26
Hymans Robertson Personal Wealth has identified several trends that are driving more families and individuals to consider adopting the family office model for managing their wealth
Posted: 20/8/26
Wealth managers and institutional investors believe the US will have to share overall artificial intelligence (AI) global leadership with China within five years, according to research from Robocap
Posted: 20/8/26
The Financial Conduct Authority (FCA) has banned Demetrios Hadjigeorgiou of SVS Securities from working in financial services, and fined him £56,400, for failing to properly manage SVS and protect its customers’ interests
Posted: 20/8/26
AJ Bell, in partnership with Technical Connection and Ad Lucem, has launched its ‘Great Wrapper Reset’ campaign to support advisers with growing complexity in the tax wrapper decision process
Posted: 19/8/26
The ‘Great Wealth Transfer’ will open a new chapter of structural growth for the wealth management industry, which will need to adapt to the diversity of inheritors’ profiles, according to Edmond de Rothschild
Posted: 19/8/26
The latest appointments in the wealth management industry
Posted: 19/8/26
More than half (56 per cent) of UK independent financial advice (IFA) and wealth management firms earned 2 per cent or less on their cash reserves in the past 12 months, Flagstone has revealed
Posted: 19/8/26
Canaccord Genuity Group has agreed to acquire the front office teams and client assets of EFG Harris Allday for an undisclosed sum
Posted: 19/8/26
Financial advisers and wealth managers see geopolitical instability, government debt, and persistent inflation as the greatest risks facing the fixed income market over the next 12 months, analysis from Nedgroup Investments has shown
Posted: 18/8/26
The growth, consolidation, and use of technology seen in the wealth management industry are presenting opportunities, but firms must ensure they are matching this with strong standards, according to the Financial Conduct Authority (FCA)
Posted: 18/8/26
Financial planning network Rosemount Financial Solutions (IFA) has integrated Intelliflo Office (IO) as its customer relationship management (CRM) provider for member advisers
Posted: 18/8/26
AJ Bell has announced plans to launch a new brand identity across its dual-channel platform and AJ Bell Investments
Posted: 18/8/26
Almost half (48 per cent) of independent financial advisers (IFAs) believe retirement support is becoming the key differentiator between workplace pension providers, while 64 per cent feel providers still look too similar, research from People’s Pension has found
Posted: 18/8/26
Titan Wealth has agreed to acquire Channel Islands-based tax advisory firm LTS Tax Limited for an undisclosed amount
Posted: 17/8/26
The ‘Forgotten 493’ suggests that the US market is becoming less dependent on the Magnificent 7 for equity gains, according to HSBC Private Bank and Premier Wealth global CIO, Willem Sels
Posted: 17/8/26
Fewer than one in 10 (9 per cent) UK investors include an investment trust in their portfolios, according to Boring Money, the lowest level since the company started tracking adoption in 2021
Posted: 17/8/26
Depledge Strategic Wealth Management and Ansons Law have partnered to support clients with the “potentially disastrous” inclusion of unspent pension pots in inheritance tax (IHT) calculations
Posted: 17/8/26
Private equity firm WestBridge has agreed to make a majority investment in financial planning business Beckett Investment Management Group
Posted: 14/8/26
Private market fund managers in the UK believe that self-invested personal pensions (SIPP) will play a major role in increasing high net worth individuals' (HNWI) participation in private markets, analysis from Wealth Club has shown
Posted: 14/8/26
Brooks Macdonald has partnered with Woven Advice to support financial advisers with implementing investment propositions consistently and efficiently across their client books
Posted: 14/8/26
Aoris Investment Management has launched a selective global equity fund for UK investors, the WS Aoris Global Fund
Posted: 14/8/26
Higher earners will be particularly wary of the government’s Autumn Budget amid concerns they will be subject to increased taxes, according to AJ Bell
Posted: 13/8/26
Wealth management firm WH Ireland has chosen the MorganAsh Resilience System (MARS) to enhance its Consumer Duty reporting and customer vulnerability support
Posted: 13/8/26
The latest appointments in the wealth management industry
Posted: 13/8/26
Raw Knowledge has been appointed to supply excess reportable income (ERI) data across Tutman Fund Solutions’ £11bn fund range
Posted: 13/8/26
Assets under management across advised platforms grew by 9.24 per cent quarter-on-quarter in Q2, the highest quarterly growth since Q2 2020, The Lang Cat has revealed
Posted: 12/8/26
St. James’s Place (SJP) has added four financial appointed representatives to its partnership, each bringing their partner practices to the wealth management firm
Posted: 12/8/26
The Chartered Insurance Institute (CII) awarded 258 individuals with chartered financial planner status in the first half of 2026, the professional body has revealed
Posted: 12/8/26
Wealth and asset management firms are entering a second wave of artificial intelligence (AI) technology adoption, but poor data, legacy systems, and resistance from leadership remain obstacles to transformation, according to Softwire
Posted: 12/8/26
Wealth management firm True Potential has joined Origo’s Integration Hub to bring daily automated valuations from a range of providers into advisers’ existing workflows
Posted: 11/8/26
The Financial Conduct Authority’s (FCA) review of the model portfolio service (MPS) market should encourage the sector to move beyond product-led competition to focus on the quality of investment decision making, Isio has stated
Posted: 11/8/26
Tech firm Empathy has launched its digital estate and legacy planning solution LifeVault in the UK, building on its presence in the US and Canada
Posted: 11/8/26
Artificial intelligence (AI) is ‘transforming’ the way people access financial support, with trust in using the technology for pension guidance improving, research from Scottish Widows has shown
Posted: 11/8/26
Inheritance tax (IHT) reforms risk creating a regime that penalises pensions unfairly compared to other assets, AJ Bell has warned
Posted: 11/8/26
Defaqto has published a list of the most recommended adviser platforms in the first half of 2026
Posted: 10/8/26
Nearly half (45.4 per cent) of high net worth individuals (HNWI) believe their governments are failing to maintain competitive economies, reflecting growing concerns around long-term fiscal confidence, according to CS Global Partners
Posted: 10/8/26
RBC Wealth Management has announced plans to hire more than 70 client-facing advisers across the UK, Jersey, and Republic of Ireland by the end of 2027
Posted: 10/8/26
Estates worth more than £10m appear to have accounted for the vast majority of the latest increase in inheritance tax (IHT) liabilities, showing the growing concentration of the tax burden among the wealthiest estates, according to analysis by Irwin Mitchell
Posted: 10/8/26
Schroders has received regulatory approval for its first tokenised share class of a US dollar money market fund
Posted: 7/8/26
Financial advice clients remain split on what the impact of Brexit has been on their investments, 10 years on from the referendum, according to Active Financial Planners
Posted: 7/8/26
Cloud-based portfolio management platform FA Solutions has selected Financial Software Ltd (FSL) to provide capital gains tax (CGT) support for its wealth and investment management clients
Posted: 7/8/26
Assets under management (AUM) in the UK investment management industry reached a record high of £11.1trn in 2025, the latest figures from the Investment Association (IA) have shown
Posted: 7/8/26
Financial planning and wealth management firm Lockhart Capital Management has announced Northcote Equity as a minority investment partner to support its next phase of growth
Posted: 6/8/26
London-based financial planning firm First Wealth has launched its first donor-advised fund, The First Wealth Foundation
Posted: 6/8/26
Family offices are turning to third parties for specialist expertise to overcome new challenges and expand internationally, according to Ocorian
Posted: 6/8/26
High net worth individuals (HNWI) with significant pension pots could face combined income and inheritance tax (IHT) exposure of up to 67 per cent once unused pensions are brought within the scope of IHT, according to Claritas Tax
Posted: 6/8/26
Foster Denovo has expanded its presence in the north east of England with the acquisition of Newcastle-based financial planning firm Shaun Carr Financial Services
Posted: 5/8/26
FNZ has entered into an agreement to sell FNZ Bank to Advent and a consortium including HarbourVest Partners for an undisclosed amount
Posted: 5/8/26
International wealth insurance sales increased by 46 per cent between 2023 and 2025, rising from £36.4bn to £53bn, research conducted by NMG Consulting for Utmost has shown
Posted: 5/8/26
High net worth individuals (HNWI) view taxation and government policy as the biggest threats to their wealth, Wealth Club has found
Posted: 5/8/26
The forthcoming changes that will bring unused pension pots into the scope of inheritance tax (IHT) are having a broader impact on pensions confidence, despite the majority of people being unaffected, analysis from Standard Life has shown
Posted: 4/8/26
Perspective Financial Group has acquired Scotland-based advice firm Phoenix Wealth Solutions for an undisclosed amount
Posted: 4/8/26
Inheritance tax (IHT) and estate planning clients are getting younger as demand increases, but advisers are still concerned that people are engaging with the issue too late, analysis from Downing has shown
Posted: 4/8/26
Twenty7tec has announced an integration between its ADVICE platform and ZeroKey, aiming to help reduce manual rekeying for advice firms
Posted: 4/8/26
The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA) decision to ban a director and adviser from working in financial services due to pension transfer advice failings, but reduced their fines
Posted: 4/8/26
High net worth (HNW) families in the UK are increasingly considering the Channel Islands as a ‘near-shore, offshore’ option as they reevaluate where they live, work, and structure their affairs, according to Rathbones
Posted: 3/8/26
The new Chancellor, John Healey, has confirmed that his first Budget will take place on Wednesday 28 October 2026, alongside the publication of an updated economic and fiscal forecast from the Office for Budget Responsibility (OBR)
Posted: 3/8/26
Clifton Wealth Partnership (CWP) has acquired Banyard Independent Advice Services and Wilcox Financial Planning, both based in South Wales
Posted: 3/8/26
The Financial Conduct Authority (FCA) has confirmed reforms to the UK transaction reporting regime, which it said would cut firms’ costs by over £100m a year
Posted: 3/8/26
Positive sentiment among UK wealth managers towards emerging markets is translating into increased portfolio allocations, according to Franklin Templeton
Posted: 31/7/26
Financial planning is too far down the priority list for UK adults looking to move abroad for the long term, Hoxton Wealth has warned
Posted: 31/7/26
The majority of financial advisers see scale as an increasingly important differentiator between workplace pension providers, but highlighted that providers need to demonstrate how scale translates into better retirement outcomes, according to People’s Pension
Posted: 31/7/26
The Financial Conduct Authority (FCA) has published a package of reforms designed to improve transparency and strengthen access to market-wide information in UK equity markets
Posted: 31/7/26
The government’s combined tax and national insurance contributions (NIC) receipts from non-domiciled and deemed domiciled taxpayers increased by 9 per cent year-on-year in 2024/25, figures from HMRC have shown
Posted: 30/7/26
The government’s inheritance tax (IHT) receipts hit a record high in the 2023/24 tax year, despite the number of IHT-paying estates falling year-on-year, data from HMRC has revealed
Posted: 30/7/26
Wealth managers and independent financial advisers (IFA) are anticipating a surge of capital inflows into private market funds from high net worth (HNW) and retail investors, according to Wealth Club
Posted: 30/7/26
The latest appointments in the wealth management industry
Posted: 30/7/26
Aviva has appointed Mike Ambery as its director of policy within its UK wealth business
Posted: 29/7/26
P1 Investment Management has reduced the charges across its managed portfolio service (MPS)
Posted: 29/7/26
Older generations are rethinking about they pass on wealth, with gifting becoming increasingly popular rather than waiting to leave inheritance in wills, analysis from The Private Office (TPO) has found
Posted: 29/7/26
Structural optionality is growing in importance as wealth planning becomes significantly more complex, according to Utmost
Posted: 29/7/26
Investment advice firm Tavistock has acquired 87.9 per cent of Plus Group, a provider of AI agent technology and paraplanning services to UK financial advice companies, and has begun to rebrand to Vertex Group
Posted: 28/7/26
Independent financial adviser (IFA) consolidator Absolute Financial Group has completed four acquisition deals in the south east of England
Posted: 28/7/26
Around one in four people plan to access their tax-free pension cash and make use of their allowances to gift to their beneficiaries, rather than passing it on through inheritance after death, according to Hargreaves Lansdown
Posted: 28/7/26
HMRC received 1,553 requests for information on UK taxpayers from overseas authorities in 2025, the highest level in five years, according to Lubbock Fine
Posted: 28/7/26
WBS has extended its partnership with Aviva for an additional five-year period to provide dealing and custody services for UK-listed equities and ETFs via its advised and direct platforms
Posted: 27/7/26
Continued consolidation and interest from US-based sponsors reinforced the durability of the UK wealth management merger and acquisition (M&A) market in the first half of 2026, as the market becomes more institutionalised, according to Berkshire Global Advisors
Posted: 27/7/26
HMRC recovered more than £1.36bn in unpaid inheritance tax (IHT) from investigations over the past five years, figures obtained by NFU Mutual have revealed
Posted: 27/7/26
Almost three-quarters (74 per cent) of pension savers are unaware that unused pension funds could become subject to inheritance tax (IHT) from April 2027, research from Penfold has revealed
Posted: 27/7/26
The Financial Conduct Authority (FCA) has recovered the majority of victims’ money from an investment fraud case after obtaining a confiscation order against a convicted fraudster
Posted: 27/7/26
The proportion of UK financial advisers using artificial intelligence (AI) has increased by 31 percentage points over the past year, analysis from Intelliflo has revealed
Posted: 24/7/26
Wealth management platform Moneybox has completed its £45m secondary share sale through the London Stock Exchange Private Securities Market (PSM) built on the UK’s PISCES framework
Posted: 24/7/26
Anthropic will support the second group of firms in the Financial Conduct Authority’s (FCA) ‘Supercharged Sandbox’, which companies can use to safely experiment with advanced artificial intelligence (AI)
Posted: 24/7/26
Over-55s in the UK are not prepared for the potential inheritance tax (IHT) liabilities they could be required to pay, according to Mattioli Woods
Posted: 24/7/26
People are waiting until after they reach middle age before seeking pension advice, despite the majority aspiring to retire aged 65, according to the Iress Financial Readiness Index (FRI)
Posted: 23/7/26
Younger generations are expecting to rely on inheritance for their financial security, but a lack of communication among families means the majority do not know how much they will receive, a report from Aviva has shown
Posted: 23/7/26
Over half (55 per cent) of adults receiving financial advice will accept AI playing a role in the process, but only if a human makes the final decision, DeVere Group has found
Posted: 23/7/26
UK private markets fund managers are targeting high net worth (HNW) investors in anticipation of strong inflows from individual investors, Wealth Club has found
Posted: 23/7/26
The latest appointments in the wealth management industry
Posted: 22/7/26
Private equity firm Stone Point Capital has completed its partnership deal with Amber River to invest in the wealth management and advice company
Posted: 22/7/26
Aberdeen Adviser has partnered with Criterion and ZeroKey to introduce a new standards-led integration, aiming to create a smoother digital onboarding experience
Posted: 22/7/26
UK chief financial officers (CFO) are increasingly optimistic about the impact of artificial intelligence (AI) on business performance, analysis from Deloitte has shown
Posted: 22/7/26
The wealth management and advice industry has voiced its surprise at John Healey’s appointment as Chancellor, but described the former Defence Secretary as a “safe pair of hands”
Posted: 21/7/26
The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts increased in June 2026, with both taxes seeing record takes in 2025/26, according to the latest figures from HMRC
Posted: 21/7/26
The latest appointments in the wealth management industry
Posted: 21/7/26
Higher earners in the UK are already facing a ‘significant’ tax burden and growing speculation of potential new taxes on wealth is exacerbating concerns, Rathbones has warned
Posted: 21/7/26
Former Defence Secretary, John Healey, has been appointed as the new Chancellor of the Exchequer following the departure of Rachel Reeves
Posted: 20/7/26
A ‘subtle but important’ gap is emerging between confidence in retirement spending and wealth transfer strategies among affluent parents aged 55 and over, according to Titan Wealth
Posted: 20/7/26
Fairstone has expanded its presence in the north east of England with the acquisition of two independent financial advice firms
Posted: 20/7/26
High net worth individuals (HNWI) view the pursuit of family security as the greatest motivator for wealth accumulation, a behavioural report commissioned by Y Tree has found
Posted: 20/7/26
Prime Minister, Andy Burnham, needs to kill speculation of a wealth tax immediately, which is already encouraging wealthy individuals and investors to move assets overseas, the CEO of the independent financial advisory organisation DeVere has warned
Posted: 20/7/26
Wealth managers and independent financial advisers (IFA) are planning to boost their personal private market investments as semi-liquid vehicles become increasingly available, research from Wealth Club has revealed
Posted: 17/7/26
Providing confidence during market volatility has been identified as the client need most effectively addressed by model portfolio services (MPS), according to a study from Nedgroup Investments
Posted: 17/7/26
Skybound Wealth has launched its CRM and internal operating platform, Hub, which has been designed for its international advice business
Posted: 17/7/26
Family offices are increasing their focus on investment in digital assets, but are struggling to source regulatory support, research from Ocorian has shown
Posted: 17/7/26
Financial planning business Finli Group completed seven acquisitions in the second quarter of 2026, adding around £269m in assets under management (AUM)
Posted: 16/7/26
Andy Burnham should resist calls to raise capital gains tax (CGT) when he becomes Prime Minister, as HMRC figures show this would result in reduced receipts from the tax, according to the Centre for Policy Studies (CPS)
Posted: 16/7/26
Financial planning needs to evolve as the 100-year life becomes increasingly common and 45-75 year olds redefine later life, a report from RBC Wealth Management has argued
Posted: 16/7/26
The government should make changes to the Foreign Income and Gains (FIG) regime to help drive long-term investment in the UK economy, according to BDO
Posted: 16/7/26
HM Treasury has published an independent Financial Services AI Adoption Plan, aiming to support firms adopting AI tools while maintaining consumer protections
Posted: 15/7/26
The Financial Conduct Authority (FCA) has launched a consultation on new rules for alternative investment fund managers (AIFM), aiming to remove complexity and administrative burden, support firms’ growth, and maintain high standards
Posted: 15/7/26
The UK’s gender wealth gap has widened ‘sharply’ over the past year, as women’s wealth declined while men’s continued to increase, according to research from Handelsbanken Wealth
Posted: 15/7/27
Business owners and entrepreneurs are at risk of a retirement savings crisis because many prioritise investing in their businesses over pensions, Rathbones has argued
Posted: 15/7/26
Existing investment trust fundraising more than doubled year-on-year to £575m in the first half of 2026, while merger and acquisition (M&A) activity also increased, according to data from the Association of Investment Companies (AIC)
Posted: 14/7/26
Self-invested personal pension (SIPP) platforms are sacrificing client returns by overlooking unit-linked structures, a report from Mobius has argued
Posted: 14/7/26
Standard Chartered has announced a global collaboration with BlackRock’s wealth management technology platform Aladdin Wealth
Posted: 14/7/26
Schroders Wealth Management and Cazenove Capital have announced a series of leadership appointments, marking the next phase in the reshaping of Schroders’ wealth management business
Posted: 14/7/26
The UK has ‘surged’ ahead of its European counterparts to remain the top destination for private wealth in commercial real estate across the continent, analysis from JLL has shown
Posted: 13/7/26
Changes to Business Relief (BR) are driving advisers to reassess how inheritance tax (IHT) planning is structured, according to Ingenious head of business development, Nick Jones
Posted: 13/7/26
Quilter Financial Planning has added SRB Financial Planning to its advice network as a new strategic partner firm
Posted: 13/7/26
The cost of maintaining a ‘premium’ standard of living has increased by 10.2 per cent in US dollar terms over the past 12 months, according to Julius Baer’s Global Wealth and Lifestyle Report 2026
Posted: 13/7/26
The Financial Conduct Authority (FCA) has found improvements in how firms design, monitor, and distribute products under the Consumer Duty, although it highlighted further enhancements that could be made
Posted: 10/7/26
Bentley Reid has stated that the majority of its UK resident clients have not left the country, with the wealth manager adding that the wealth ‘exodus’ was not as severe as reported
Posted: 10/7/26
Most people aged over 55 continue to favour passing on wealth through inheritance, despite widespread reports of this route causing family conflicts, research from YouGov for Mattioli Woods has found
Posted: 10/7/26
The latest appointments in the wealth management industry
Posted: 10/7/26
The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts are expected to rise from 1.4 per cent of GDP in 2030/31 to 2.2 per cent of GDP in 2075/76, according to the Office for Budget Responsibility (OBR)
Posted: 9/7/26
Speculation that a future government under Andy Burnham’s leadership could align capital gains tax (CGT) rates with income tax risks driving unnecessary finance decisions, Isio has warned
Posted: 9/7/26
The ongoing uncertainty around the position of Prime Minister in the UK is weighing on investor sentiment, with concerns about the country’s economic and political outlook growing, according to Rathbones
Posted: 9/7/26
Aviva has partnered with Ortec Finance to expand access to personalised financial guidance and advice
Posted: 9/7/26
The number and value of UK wealth and asset management merger and acquisition (M&A) transactions increased year-on-year in the first half of 2026, analysis from EY has shown
Posted: 8/7/26
AI-powered workflow for financial advisers and wealth managers, PlannerPal, has expanded its relationship with Iress through the fintech’s partnership programme
Posted: 8/7/26
The number of US dollar millionaires in the UK increased by 43,139 (1.8 per cent) to 2.43 million in 2025, according to a report from UBS, although average wealth per adult fell to under $300,000
Posted: 8/7/26
Lowering the proposed threshold for Labour's planned council tax surcharge on higher-value homes from £2m to £1.5m could bring significantly more homeowners into scope, Saltus has warned
Posted: 8/7/26
Early pension planning is key to managing the potential impact of ‘double taxation’ when unused pension pots are brought into the scope of inheritance tax (IHT) from April 2027, Hymans Robertson Personal Wealth has argued
Posted: 8/7/26
Schroders Wealth Management, including Cazenove Capital, has launched a global wealth advisory service, aiming to address rising complexity among ultra high net worth (UHNW) clients
Posted: 7/7/26
Bank J. Safra Sarasin has agreed to acquire the remaining 28.69 per cent stake in Saxo Holding AG, which is held indirectly by Saxo Bank founder and chair, Kim Fournais
Posted: 7/7/26
Wealth managers and independent financial advisers (IFA) believe that high net worth (HNW) and retail investors need to have exposure to private markets to access a wider range of growth opportunities, Wealth Club has found
Posted: 7/7/26
UK families and executors could face an “administrative time-bomb” over incoming changes to the inheritance tax (IHT) treatment of pensions, DMH Stallard has warned
Posted: 7/7/26
The Financial Conduct Authority (FCA) has published a review into the implications of advanced artificial intelligence (AI) in retail financial services, finding that it is likely to become a defining force, transforming how firms operate, consumers make financial decisions, and markets function
Posted: 6/7/26
WealthAi, an artificial intelligence (AI) operating system for wealth managers, has partnered with AI wealth data infrastructure company, Flanks, bringing data from over 650 institutions to its platform
Posted: 6/7/26
Schroders has agreed to sell its UK integrated financial advice business, Benchmark, to Söderberg & Partners, as it looks to reshape its wealth management businesses
Posted: 6/7/26
The Financial Services Compensation Scheme (FSCS) paid out more than £125m in compensation to customers who received unsuitable investment, pension, and self-invested personal pension (SIPP) advice in 2025/26, its Annual Report and Accounts has revealed
Posted: 6/7/26
Wesleyan has launched two new With Profits funds to increase access to the benefits of smoothed investments for advisers and their clients
Posted: 3/7/26
There is a significant awareness gap around how investment bonds can be used as part of inheritance tax (IHT) planning among people aged over 65 in the UK, according to LV=
Posted: 3/7/26
People holding legacy pension products that are now closed to new savers could be receiving poorer value than those in newer ones, the Financial Conduct Authority (FCA) has warned
Posted: 3/7/26
More than three fifths (61 per cent) of retirees who withdrew tax-free cash from their pension pots ahead of the Budget last year regret doing so, research from Quilter has shown
Posted: 3/7/26
The Financial Conduct Authority (FCA) has launched a consultation on simplifying how advisers, wealth managers, and platforms communicate the costs of investing
Posted: 2/7/26
Regulators and policymakers need to improve the collection and publication of data on self-invested personal pensions (SIPP), according to Aberdeen Adviser, after a freedom of information (FOI) request to HMRC showed a “significant gap” in the UK’s long-term savings data
Posted: 2/7/26
The latest appointments in the wealth management industry
Posted: 2/7/26
Family offices are increasingly exploring and defining the purpose of their wealth to prepare the next generation for taking up the mantle, according to AlTi Tiedemann Global and Campden Wealth
Posted: 2/7/26
There is a persistent reluctance among over-55s in the UK to discuss inheritance, despite widespread expectations of passing on wealth, research by YouGov for Mattioli Woods has found
Posted: 2/7/26
Clifton Wealth Partnership (CWP) has acquired Suffolk-based financial planning firm Morgan Law Financial Services for an undisclosed sum
Posted: 1/7/26
NatWest Group has announced the completion of its acquisition of Evelyn Partners for £2.7bn
Posted: 1/7/26
Third Financial, part of the Nucleus group, has launched a white-labelled self-invested personal pension (SIPP) on the Titan Wealth Platform
Posted: 1/7/26
The latest appointments in the wealth management industry
Posted: 1/7/26
The Personal Investment Management & Financial Advice Association (PIMFA) and law firm Macfarlanes have published guidance on how wealth managers and financial advisers can use information sharing provisions set out in the Economic Crime and Corporate Transparency Act 2023 (ECCTA)
Posted: 30/6/26
The UK is emerging as one of the most dynamic markets in the European asset and wealth management space, with its assets under management (AUM) expected to grow from £12trn in 2024 to £16trn by 2030, according to PwC
Posted: 30/6/26
Artificial intelligence (AI) has moved rapidly from a niche tool to a necessity that is woven into everyday activities for ultra high net worth individuals (UHNWI), according to a report from BNY Wealth
Posted: 30/6/26
Wealth managers and family offices are increasingly worried about a potential artificial intelligence (AI) stock bubble, with their concerns primarily focused on software firms, according to research from Robocap
Posted: 30/6/26
Equalising capital gains tax (CGT) with income tax rates would cost the Treasury nearly £8bn a year, according to modelling from IG
Posted: 29/6/26
The Financial Conduct Authority (FCA) has published a consultation on removing business with non-UK customers from the scope of the Consumer Duty, aiming to reduce burdens on wholesale businesses
Posted: 29/6/26
Investment management fees appear to be entering a new downward phase as pricing pressure spreads to private markets, according to a study from consultancy Bfinance
Posted: 29/6/26
Almost one in three (32 per cent) people have no idea how upcoming changes to pensions and inheritance tax (IHT) will affect them, research from Hargreaves Lansdown has revealed
Posted: 29/6/26
The Financial Conduct Authority (FCA) has launched a consultation on targeted changes to the UK Listing Rules for closed-ended investment funds, aimed at strengthening the management of conflicts of interest
Posted: 26/6/26
An AI-powered operating model that automates the advice process, Afternoon, has won the AdviceTech Catwalk 2026, The Lang Cat has revealed
Posted: 26/6/26
Family offices are planning to take on more risk over the next 12 months as alternative asset allocations rise, research from Ocorian has shown
Posted: 26/6/26
A new model portfolio service (MPS) for UK financial advisers, Bamboo Invest, has launched with three portfolio ranges spanning a spectrum of sustainability approaches
Posted: 26/6/26
The Platforms Association has launched its Transfers Charter, bringing together organisations from across the sector to co-ordinate industry commitments to modernise how investments are transferred between platforms
Posted: 25/6/26
The Financial Conduct Authority (FCA) has censured CACEIS UK, with the asset servicing bank to make a £31.7m voluntary payment to WealthTek clients for failing to act on information that left them exposed to financial crime risk
Posted: 25/6/26
Mattioli Woods has acquired West Midlands-based financial planning firm KRD Financial Advisers for an undisclosed amount
Posted: 25/6/26
The latest appointments in the wealth management industry
Posted: 25/6/26
The Society of Trust and Estate Practitioners (STEP) has called on the government to simplify planned inheritance tax (IHT) changes for pensions, warning that the proposed framework could create delays, increase costs, and place significant burden on bereaved families and executors
Posted: 24/6/2026
The number of ultra high net worth individuals (UHNWI) in the UK increased by 16.3 per cent to 20,495 in 2025, despite ‘lacklustre’ economic conditions, according to Altrata’s World Ultra Wealth Report 2026
Posted: 24/6/26
The gender investment gap remains wide, St. James’s Place (SJP) has warned, with women “far less likely” to lead on decisions that shape long-term wealth than men, despite growing influence
Posted: 24/6/26
Retail investors are increasingly turning to generative artificial intelligence (AI) tools to help them make investment choices, analysis from Fidelity International has shown
Posted: 24/6/26
The Personal Investment Management & Financial Advice Association (PIMFA) has published guidance to help wealth management and financial advice firms apply the Financial Conduct Authority’s (FCA) updated Handbook rules on non-financial misconduct
Posted: 23/6/26
Durham-based wealth management firm Headway Wealth has launched a new family office service, Headway Wealth Family Office
Posted: 23/6/26
The latest appointments in the wealth management industry
Posted: 23/6/26
AJ Bell Investcentre has announced an integration with Intelliflo Zerokey, adding to its suite of adviser tools
Posted: 23/6/26
The Financial Conduct Authority (FCA) has published a consultation that outlines standards of due diligence for self-invested personal pensions (SIPPs)
Posted: 22/6/26
Scottish Widows is set to move all its Letter of Authority (LoA) servicing through Origo’s Unipass LoA digital channel, becoming the first major UK provider to mandate a single digital channel for LoAs
Posted: 22/6/26
Granular transaction data, firm-level management information, and consistent formatting continue to be the most prominent gaps in platforms’ and pension providers’ data delivery, according to a report from NextWealth
Posted: 22/6/26
Formal inheritance tax (IHT) enquiries opened by HMRC reached their highest level in six years in 2025/26, data obtained by Price Bailey has shown
Posted: 22/6/26
The government’s inheritance tax (IHT) receipts increased in May 2026, while its capital gains tax (CGT) take fell year-on-year, according to the latest figures from HMRC
Posted: 19/6/26
Advice firms are “running out of road” as the models used to build the UK advice industry are now holding it back, a joint white paper has argued
Posted: 19/6/26
Retail investment platforms are moving ‘decisively’ to address the challenges posed by artificial intelligence (AI)-powered cyber threats, leading a coordinated response to a sharp rise in cyberattacks, a report from The Platforms Association and Deloitte has stated
Posted: 19/6/26
WealthAi has announced the launch of an AI-powered client management solution for wealth managers and private banks
Posted: 19/6/26
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
© 2019 Perspective Publishing Privacy & Cookies