Latest News
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Investment in UK companies with international founders falls by a third since 2021
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Nearly half of IFAs expect targeted support to increase demand for advice
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The Lang Cat ‘AdviceTech Catwalk’ competition opens for entries
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People moves: Mattioli Woods, Stonehage Fleming, and FNZ
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UK wealth M&A deal value reaches record-high £20bn in 2025
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CGT receipts soar to exceed Autumn Budget forecast; IHT take continues to rise
Archive News
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
The use of trusts is on the rise in the UK as their role in estate and succession planning continues to grow in importance, according to Utmost Wealth Solutions
Posted: 14/1/26
Titan Wealth has announced its intention to acquire Chester-based financial advice firm Innes Reid Investments Limited
Posted: 13/1/26
Advised women are twice as likely to be dissatisfied with their adviser’s knowledge than their male counterparts, research from Scottish Widows and Boring Money has shown
Posted: 14/1/26
Quilter has announced a partnership with Standard Life to launch a new smoothed funds offering
Posted: 13/1/26
W1M Wealth Management has reached an agreement to acquire Vermeer Partners for an undisclosed amount
Posted: 13/1/26
Wealth and investment management group, Verso, has received a £4m revolving credit facility (RCF) from digital bank, OakNorth
Posted: 12/1/26
Former Morningstar chief research and investment officer, Dan Kemp, has launched an investment consultancy and research platform aimed at bringing institutional-grade investment capabilities to advice firms
Posted: 12/1/26
LGT Wealth Management has announced plans to relocate its Manchester-based team to a new long-term office in Spinningfields in mid-2026
Posted: 13/1/26
Royal London Asset Management (RLAM) has launched a UK-domiciled Global Equity Tilt Fund as part of its wider Equity Tilt fund range
Posted: 12/1/26
The latest appointments in the wealth management industry
Posted: 9/1/26
Rathbones Asset Management (AM) has adopted Premialab’s analytics, aiming to strengthen its risk management practices as the firm expands allocations to systemic strategies
Posted: 9/1/26
Retail funds returned to inflows in November as investors placed £530m into funds, the strongest month since May 2025, data from the Investment Association (IA) has shown
Posted: 9/1/26
Financial advisers should give greater focus to their client relationships amid an increase in artificial intelligence (AI) usage in the financial planning sector in 2026, according to Hoxton Wealth
Posted: 9/1/26
Disciplined diversification will be the strongest defence for long-term investors amid global uncertainty, LGT Private Banking has said
Posted: 9/1/26
The total value of merger & acquisition (M&A) activity in UK financial services doubled year-on-year in 2025, driven by a resurgence in deals worth more than £1bn, analysis from EY has shown
Posted: 9/1/26
Financial advisers are focusing on client service and retention going into 2026 amid ongoing regulatory pressure and political uncertainty, according to TFAS Compliance Services (TCS)
Posted: 8/1/26
Raw Knowledge has announced a new partnership with Adapa Advisory to provide its managed smart data platform to clients across wealth management and other financial institution segments
Posted: 8/1/26
The latest appointments in the wealth management industry
Posted: 8/1/26
Financial advisers expect the push for greater retail investment in the UK to result in client concerns around market volatility becoming a bigger issue, according to Wesleyan Financial Services
Posted: 8/1/26
Advised clients are more than twice as likely to have a structured financial plan in place than non-advised clients, St. James’s Place (SJP) has found
Posted: 8/1/26
This year is going to be an ‘inflection point’ for the wealth management industry, with four key themes set to reshape the sector in 2026, according to True Potential CEO, Gerry Mallon
Posted: 7/1/26
Legal & General (L&G) has partnered with HSBC UK to allow customers to directly explore annuities as part of their retirement income options
Posted: 7/1/26
Equities remain the most popular asset class among investment managers, who are moving away from US equities towards Europe and emerging markets, analysis from S&P Dow Jones Indices (S&P DJI) has revealed
Posted: 7/1/26
High net worth individuals (HNWI) are relocating at a faster pace than ever, with migration being driven by ‘deeper concerns’ rather than tax optimisation or luxury living, according to CS Global Partners
Posted: 7/1/26
The latest appointments in the wealth management industry
Posted: 7/1/26
Perspective Financial Group has signed a joint venture with accountancy and professional services group, DJH, to create a new wealth management offering
Posted: 6/1/26
People with no children are significantly less prepared with inheritance plans and wealth planning support than those with children, research from Killik & Co has found
Posted: 6/1/26
Commodities & Natural Resources was the best performing investment trust sector in 2025, producing a return of 61.5 per cent over the year, the Association of Investment Companies (AIC) has revealed
Posted: 6/1/26
This is the final week to enter the Wealth and Asset Management Awards 2026, with the entry deadline closing on Friday 9 January
Posted: 5/1/26
Over a third (37 per cent) of Brits avoid investing any of their savings, compared to 40 per cent in 2015, even though investing has "never been easier", Columbia Threadneedle Investments has stated
Posted: 5/1/26
The Guernsey Financial Services Commission (FSC) has outlined its vision for the future of the island’s financial services sector through digital and sustainable growth
Posted: 5/1/26
Skybound Wealth has introduced a dedicated global tax-planning capability to its Athletes & Creators proposition
Posted: 5/1/26
AJ Bell has announced the launch of a new portfolio in its Gilt MPS range, Gilt MPS 4, which is available through its Investcentre platform
Posted: 5/1/26
Wealth managers and institutional investors see digital asset adoption as a strategic priority for their organisation and have increased their allocations over the past 12 months, analysis from Brava Finance has shown
Posted: 2/1/26
As we usher in a new year, Wealth Investment News takes a look at the potential trends set to shape the wealth management industry in 2026
Posted: 2/1/26
High net worth individuals (HNWI) in the UK see changes to taxation laws and regulation as the biggest threat to their investment portfolios over the long term, research from Argenta Private Capital Limited (APCL) has found
Posted: 2/1/26
Nearly a quarter (23 per cent) of adults took financial action due to pre-Budget speculation, with 20 per cent of those who acted now regretting at least one of their decisions, according to St. James’s Place (SJP)
Posted: 2/1/26
Exchange-traded fund (ETF) provider and asset manager Amundi has launched an ‘ETF-as-a-service’ offering to enable clients to design, launch and scale UCITS ETFs under their own brand
Posted: 1/1/26
The latest appointments in the wealth management industry
Posted: 23/12/25
Utmost Group has announced the sale of its bulk purchase annuity (BPA) arm to JAB Insurance, subject to regulatory approval, to focus on its wealth solutions business
Posted: 23/12/25
Nearly two thirds (63 per cent) of financial executives believe that artificial intelligence (AI) will revolutionise the wealth and asset management sector, according to research from FNZ
Posted: 22/12/25
We take a look back at the first full calendar year of Wealth Investment News, highlighting the top 10 most-read stories from a transformative year for the wealth management industry
Posted: 23/12/25
Charles Stanley has formed a new chief investment office through the merger of its asset management, research, and intermediary sales teams, as it continues its integration with Raymond James
Posted: 22/12/25
The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts continued to outpace 2024/25 levels in the first eight months of the 2025/26 tax year, HMRC’s latest figures have shown
Posted: 19/12/25
The Lang Cat has released data from its Analyser service, revealing the top 10 most popular platforms selected by advisers through the tool in 2025
Posted: 22/12/25
Perspective Financial Group has announced the acquisition of Prosser Knowles Associates for an undisclosed amount
Posted: 19/12/25
Quilter Financial Planning has added five new appointed representative (AR) firms to its advice network
Posted: 18/12/25
High net worth individuals (HNWI) are at risk of failing to secure a lasting legacy that reflects their values in the ‘Great Wealth Transfer’, HSBC Private Bank has warned
Posted: 18/12/25
UK equity markets are on course for their best calendar year since 2013, outpacing the US and other developed markets this year-to-date, according to Fidelity International
Posted: 19/12/25
Global family offices had a ‘defining year’ in 2025 amid heightened complexity, rising professionalism, and greater expectations from clients and regulators, according to Agreus Group
Posted: 18/12/25
Wealthy individuals with at least $1m in investable assets are set to see their investable wealth increase by 45 per cent over the next five years, a report from Altrata has found
Posted: 18/12/25
Corporate activity among investment trusts hit record levels in 2025, with 26 mergers, acquisitions, and liquidations completed this year to date, the Association of Investment Companies (AIC) has revealed
Posted: 17/12/25
High earner, not rich yet (HENRY) households are set to experience an average real reduction in annual purchasing power of more than £15,000 by 2029, according to analysis from IG
Posted: 17/12/25
The latest appointments in the wealth management industry
Posted: 18/12/25
Adviser workloads are set to 'rocket' in the build up to pensions coming into scope of inheritance tax (IHT) as concerned clients seek support with the changes, Standard Life has warned
Posted: 17/12/25
The wave of high net worth individuals (HNWI) leaving the UK is driving a ‘surge’ in expat financial planning demand, according to Holborn Assets
Posted: 17/12/25
Isio has launched a model portfolio service (MPS) for wealth managers and financial advisers
Posted: 17/12/25
Firms looking to offer the Financial Conduct Authority’s (FCA) new targeted support must not neglect the customer vulnerability requirements set out in Consumer Duty, MorganAsh has warned
Posted: 16/12/25
Fund services platform and management company Universal Investment Group (UIG) has announced the launch of an active exchange-traded fund (ETF) offering
Posted: 16/12/25
Integrity365 has acquired fellow Bristol-based firm Brooks Wealth Management (BWM) for an undisclosed amount
Posted: 16/12/25
The Guernsey Financial Services Commission (FSC) has launched a consultation outlining measures aimed at supporting financial services’ adoption of digital finance
Posted: 15/12/25
Rockwealth has received investment from Swedish financial group, Söderberg & Partners, to strengthen the financial planning firm’s infrastructure
Posted: 15/12/25
Wealth managers are ‘rapidly adopting’ digital asset strategies, with the diversification potential of digital assets driving discussions, research from Brava Finance has found
Posted: 15/12/25
Independent financial advisers (IFA) are concerned about pensions coming into scope of inheritance tax (IHT) and income tax for deaths occurring after 75 from April 2027, a survey from Quilter has shown
Posted: 15/12/25
Fintech group Armundia has developed a modular platform for alternative investment funds, designed to cover the entire value chain of fund management
Posted: 15/12/25
The Financial Services Compensation Scheme (FSCS) has announced that 13 firms were declared in default between August and November 2025
Posted: 15/12/25
Quilter Cheviot and global investment firm KKR have collaborated to bring KKR’s evergreen private equity strategy to the UK wealth market
Posted: 12/12/25
UK family offices are allocating funds to natural capital strategies in search of returns, climate risk mitigation, and diversification, according to Foresight Group and Campden Wealth
Posted: 12/12/25
Stablecoin payments will be a priority for the Financial Conduct Authority in 2026, the regulator has revealed
Posted: 11/12/25
Brooks Macdonald has partnered with Firenze to offer its clients access to Lombard lending solutions
Posted: 11/12/25
The gateway for applications to offer targeted support to consumers will open in March 2026 ahead of the new rules coming into effect, the Financial Conduct Authority (FCA) has announced
Posted: 11/12/25
The latest appointments in the wealth management industry
Posted: 11/12/25
Wealth management and financial planning firm Titan Wealth has acquired Bath-based independent financial advice (IFA) company Morgans Limited for an undisclosed sum
Posted: 10/12/25
Nearly half (45 per cent) of high net worth individuals (HNWI) have no written record of what they have gifted to loved ones, research from Charles Stanley has found
Posted: 11/12/25
A group of 19 firms that includes banks, wealth managers, and investment trusts have come together to launch a new investment campaign
Posted: 10/12/25
Wealth management platform Moneybox has partnered with Amundi to bolster its wealth proposition with the launch of three new funds
Posted: 10/12/25
More than half (52 per cent) of UK financial advisers are failing to proactively engage with clients about the ‘Great Wealth Transfer', according to research from Unbiased Pro
Posted: 9/12/25
Law firm JMW has launched a specialist offering aimed at catering to the needs of ultra high net worth individuals (UHNWI) and family offices
Posted: 9/12/25
True Potential has launched a proprietary artificial intelligence (AI) tool that aims to develop how advisers and clients work, helping drive better financial outcomes
Posted: 10/12/25
Discretionary managed portfolio service (MPS) assets increased by 32 per cent year-on-year to £190bn at the end of September 2025, analysis from NextWealth has revealed
Posted: 9/12/25
The Financial Conduct Authority (FCA) has published a package of consultations and rules aimed at improving investment culture in the UK, covering retail and professional investors, and wholesale markets
Posted: 8/12/25
Amati Global Investors has completed the buyout of Mattioli Woods’ 49 per cent stake in the company to become an independent firm
Posted: 8/12/25
Billionaires’ heirs have inherited a record $297.8bn in 2025 as global billionaire wealth reached a new high this year, according to a report from UBS
Posted: 8/12/25
UK retail investors withdrew a net £4.5bn from funds in October, the latest figures released by the Investment Association (IA) have shown
Posted: 8/12/25
Advice firms in the UK are seeking innovative solutions to scale personalised, high-quality advice amid mounting pressures from fragmented tech, regulatory complexity, and a widening client expectation gap, according to Ortec Finance and NextWealth
Posted: 8/12/25
The reduction in venture capital trust (VCT) income tax relief risks undermining growth and negating the positive impact changes to the Enterprise Investment Scheme (EIS) will have on UK businesses, Rathbones has warned
Posted: 8/12/25
Schroder Investment Solutions (SIS) has announced plans to launch a new blended model portfolio service (MPS) and add seven new component funds to its Active Model Portfolios
Posted: 8/12/25
The latest appointments in the wealth management industry
Posted: 5/12/25
The UK remains a ‘powerhouse’ in the global family office landscape but lacks focus on succession planning, according to a report from Agreus
Posted: 5/12/25
Wealth and investment manager Bordier UK has completed a strategic review of its services and introduced a series of changes to its proposition
Posted: 5/12/25
Multrees Investor Services has partnered with Lombard lending solution provider Firenze to make portfolio-backed lending accessible to more wealth managers and their clients
Posted: 5/12/25
The number of people paying higher or additional rate income tax in England has risen by 88 per cent over the past five years, analysis of Office for National Statistics data by Price Bailey has shown
Posted: 5/12/25
Independent financial advisers (IFAs) should prioritise governance conversations with their investment partners, Hymans Robertson Investment Services (HRIS) has urged
Posted: 4/12/25
Wealth managers and advisers believe the cut in venture capital trust (VCT) tax relief from 30 per cent to 20 per cent will hit fundraising, a survey by Calculus Capital has shown
Posted: 4/12/25
Global investment manager Sarasin & Partners has launched a new Shariah investment service
Posted: 4/12/25
The latest appointments in the wealth management industry
Posted: 4/12/25
Global wealth platform FNZ has published a roadmap for wealth management firms looking to utilise artificial intelligence (AI) to advance their businesses
Posted: 4/12/25
The Financial Conduct Authority (FCA) is to work alongside financial services firms to test artificial intelligence (AI) and better understand its potential benefits and risks
Posted: 3/12/25
Adviser demand for flexible inheritance tax (IHT) solutions has increased amid concerns that pension reforms, client inertia, and policy uncertainty are leaving families exposed to potential IHT liabilities, according to Foresight Group
Posted: 3/12/25
A lack of clear profiles for target clients is limiting advisers' growth opportunities, Aegon and NextWealth have warned, after research found that just 22 per cent had developed defined profiles for clients they want to attract to their proposition
Posted: 3/12/25
Wealth managers and institutional investors believe that regulatory uncertainty is the largest barrier to building a digital asset allocation strategy, analysis from Brava Finance has shown
Posted: 3/12/25
The November Budget was not as bad as advisers feared it would be for their clients and firms, although frustrations over ‘endless tinkering’ remain, according to The Lang Cat
Posted: 3/12/25
More than half of financial advisers have seen their business impacted by poor service from platforms, new research by Parmenion has indicated
Posted: 2/12/25
Financial advice firms are lacking full artificial intelligence (AI) policies, with many citing compliance and regulation as barriers to adoption of the technology, a report from NextWealth has shown
Posted: 2/12/25
EFG International has announced plans to integrate BlackRock’s Aladdin Wealth technology into its advisory platform
Posted: 2/12/25
Wealth management firm Foster Denovo has extended its partnership with Third Financial, signing an agreement to develop a bespoke adviser-as-a-platform (AaaP) solution
Posted: 2/12/25
The Financial Conduct Authority (FCA) has published a consultation on proposals to make environmental, social, and governance (ESG) ratings more transparent, reliable, and comparable
Posted: 2/12/25
Clifton Wealth Partnership has acquired Welsh financial planning firm Lifestyle Financial Advice for an undisclosed amount
Posted: 2/12/25
Quilter Financial Planning has announced the addition of a further five appointed representative (AR) firms to its advice network
Posted: 1/12/25
Wealth and investment firms have backed the launch of new ‘Investing in Britain’ online hubs, which are set to launch next year
Posted: 1/12/25
The latest appointments in the wealth management industry
Posted: 1/12/25
Guernsey-based Arolla Partners has launched a fiduciary consultancy service for family offices, multi-family offices, and fiduciary service providers
Posted: 1/12/25
Changes to the administrative process needed to bring pensions into the scope of inheritance tax (IHT) are expected to "ease the pain" for personal representatives (PRs), who were previously told they would be required to handle the reporting and payment of IHT
Posted: 1/12/25
WPS Advisory has partnered with Moneyhub to improve the financial advice journey through its digital offering, LifeStage Money
Posted: 28/11/25
Wealthy investors are losing faith in the UK as a place to start a business and invest, and believe not enough is being done to support wealth creators, according to Wealth Club
Posted: 27/11/25
Jersey-based wealth and asset manager Team plc has agreed a £12.7m all-share deal with the board of WH Ireland to acquire the UK-based advisory firm
Posted: 27/11/25
The government has capped inheritance tax (IHT) trust charges for former non-doms at £5m per 10-year cycle in its Autumn Budget
Posted: 27/11/25
Tax changes announced in the Autumn Budget and the leak of related Office for Budget Responsibility (OBR) documents prior to the Chancellor’s speech could accelerate an exodus of affluent individuals from the UK, industry figures have warned
Posted: 26/11/25
Capital gains tax (CGT) relief on disposals to employee ownership trusts (EOT) has been reduced to 50 per cent, effective from November 2025, the government has announced
Posted: 26/11/25
The government has announced plans to increase income tax rates on property, savings, and dividends in its Autumn Budget
Posted: 26/11/25
Chancellor, Rachel Reeves, is set to extend the freeze on income tax thresholds until 2030/31 and introduce national insurance (NI) charges on salary sacrifice pension contributions above £2,000
Posted: 26/11/25
The government will introduce a high-value council tax surcharge on properties worth more than £2m from April 2028, Chancellor, Rachel Reeves, has announced
Posted: 26/11/25
High net worth (HNW) and ultra HNW investors should not underestimate the resilience of the US economy, as tech-driven productivity growth is outweighing concerns about the economic cycle being in its late stage, according to HSBC Private Bank
Posted: 26/11/25
Investment management firm 7IM has partnered with Cloud Direct to accelerate its digital transformation, aiming to enhance the adviser and client experience
Posted: 26/11/25
The latest appointments in the wealth management industry
Posted: 26/11/25
Almost all advisers working with high net worth individuals (HNWI) believe those with a net worth of more than £2m will see an increase in taxes in the Budget, research from Wealth Club has shown
Posted: 26/11/25
A knowledge gap among high net worth individuals (HNWI) on tax allowances is leaving them vulnerable to tax changes and leading to allowances not being used to their full potential, Charles Stanley has warned
Posted: 25/11/25
Fund managers are bullish heading into 2026 despite artificial intelligence (AI) and private credit bubble concerns, according to analysis from Quilter
Posted: 25/11/25
The deadline to enter the Wealth and Asset Management Awards 2026 has been extended to 9 January 2026
Posted: 25/11/25
Craven Street Wealth has acquired independent chartered financial planning firm Pharon Independent Financial Advisers for an undisclosed sum
Posted: 25/11/25
High net worth (HNW) families have been encouraged to act quickly to prepare for a “significant shift” in estate planning strategy ahead of pensions coming into scope of inheritance tax (IHT) from April 2027
Posted: 24/11/25
Changes to capital gains tax (CGT) have driven a surge in the number of clients needing support with calculating CGT liabilities, according to data from Financial Software Ltd (FSL)
Posted: 24/11/25
Quilter Cheviot has launched a personalised discretionary decumulation offering, the Tailored Income Service, aimed at supporting clients in meeting their retirement goals
Posted: 24/11/25
Just over a third (36 per cent) of high net worth (HNW) charity donors have discussed the tax efficiency of their giving with a financial adviser in the past two years, research from the Charities Aid Foundation (CAF) has found
Posted: 24/11/25
Almost all (95 per cent) clients receiving ongoing financial advice believe it is helping them reach and stay on track for their financial goals, research from St. James’s Place (SJP) has revealed
Posted: 21/11/25
The latest appointments in the wealth management industry
Posted: 21/11/25
Shackleton Advisers has announced the completion of a majority investment from funds managed by Lee Equity Partners after receiving approval from the Financial Conduct Authority (FCA)
Posted: 21/11/25
There has been an increase in engagement with financial advice this year, according to new research by Aviva
Posted: 21/11/25
The government’s inheritance tax (IHT) receipts have continued to rise, reaching £5.2bn in the first seven months of the 2025/26 financial year, the latest figures from HMRC have shown
Posted: 21/11/25
Inheritance tax (IHT) has been labelled as the most unfair tax by Brits, new research from Canada Life has revealed
Posted: 20/11/25
Financial advisers in the UK have increased allocations to alternatives and emerging markets (EM) as they look to diversity portfolios to strengthen their resilience, according to Schroders
Posted: 20/11/25
The Financial Conduct Authority (FCA) has launched a consultation on proposals to introduce a UK equity consolidated tape aimed at increasing capital investment and liquidity in equity markets
Posted: 20/11/25
The perceived value of financial advice is rising among clients amid continued speculation around the upcoming Budget and market uncertainty, analysis from Royal London has shown
Posted: 20/11/25
High net worth individuals (HNWI) expect the number of wealthy people leaving the UK to continue increasing over the next three years, according to research by Wealth Club
Posted: 20/11/25
Titan Wealth has announced its intention to acquire the South Wales-based advisory firm, Thomas Carroll Independent Financial Advisers (IFA), from Thomas Carroll Group
Posted: 18/11/25
NextWealth has launched a new artificial intelligence (AI) directory aimed at supporting financial advice professionals in knowing how and where to start when selecting an AI tool or partner
Posted: 19/11/25
Amundi and ICG have announced a long-term strategic and equity partnership to develop and distribute products that give wealth investors access to differentiated private markets strategies
Posted: 19/11/25
The latest appointments in the wealth management industry
Posted: 19/11/25
The number of ISA millionaires has hit a record high of 5,070, according to new figures from money app Plum
Posted: 18/11/25
The Financial Conduct Authority (FCA) has granted regulatory approval for Marylebone Partners to join Brown Advisory, with change of control expected to take place on 21 November
Posted: 18/11/25
The number of new managed portfolio launches has slowed considerably following a period of rapid expansion between 2018 and 2022, analysis from Morningstar has shown
Posted: 18/11/25
Independent financial advisers (IFA) are reporting significant concerns and changes to financial behaviour among their clients amid speculation about which policies the government may alter at the Budget later this month
Posted: 18/11/25
Law firm Lawrence Stephens has announced the launch of a multi-family office platform, LS Private, to provide governance, oversight, and operational support
Posted: 18/11/25
Standard Life has launched its new Flexible Reversionary Plan (FRP) as it looks to improve its existing trust range and bolster its range of inheritance tax (IHT) planning solutions
Posted: 17/11/25
Paraplanners are increasingly using artificial intelligence (AI) and digital tools to meet the challenges posed by rising regulatory pressures, according to Scottish Widows
Posted: 17/11/25
The latest appointments in the wealth management industry
Posted: 17/11/25
Quilter has announced that its WealthSelect managed portfolio service (MPS) is now available on the Transact platform
Posted: 17/11/25
The number of global family offices increased to 8,000 in 2025 and is forecast to reach 10,700 by 2035, according to a report from Savills
Posted: 14/11/25
Chancellor, Rachel Reeves, has reportedly dropped plans to introduce an exit tax on the business assets of high net worth individuals (HNWI) leaving the UK
Posted: 14/11/25
Global wealth management platform FNZ has raised $650m in new equity funding from its existing institutional shareholders
Posted: 14/11/25
The Financial Conduct Authority (FCA) has hailed its forthcoming targeted support framework as a “revolutionary” step in helping pension savers make more informed decisions, although industry experts have cautioned that data privacy barriers could limit its reach
Posted: 14/11/25
Jersey-based wealth and asset manager Team plc is in discussions with WH Ireland regarding a possible offer for the entire issued and to be issued share capital of the firm
Posted: 13/11/25
Financial advisers lack confidence in the economic policy agenda in the UK, with clients reporting concerns around tax and retirement planning, analysis from Unbiased Pro has revealed
Posted: 13/11/25
The latest appointments in the wealth management industry
Posted: 13/11/25
Quilter Cheviot has increased the overall risk exposure of its managed portfolio service (MPS) by adding to its global equity allocation in its latest rebalance
Posted: 13/11/25
Wealth management group Verso has extended its strategic partnership with Nucleus, transferring the custodial operations of its investment management business to Third Financial as part of a five-year deal
Posted: 13/11/25
Chancellor, Rachel Reeves, will not make any changes to the tax-free pension lump sum allowance in the upcoming Budget, officials have confirmed
Posted: 12/11/25
Evelyn Partners Group has agreed to sell its employee benefits consultancy arm, Evelyn Partners Financial Services (EPFS), to Howden for an undisclosed amount
Posted: 12/11/25
UK-based wealth technology provider Contengo has been acquired by FE Fundinfo for an undisclosed sum
Posted: 11/11/25
High net worth individuals (HNWI) are taking tax-free lump sums from their pensions and changing investment strategies in anticipation of tax changes in the Budget later this month, research commissioned by Wealth Club has found
Posted: 12/11/25
International financial services holding company Great-West Lifeco has expanded in the UK with the launch of Keyridge Asset Management, providing UK-based wealth advisers with access to its investment management capabilities
Posted: 11/11/25
Net retail outflows fell from £1.8bn in August to £505m in September, bringing total outflows in the third quarter of 2025 to £2.7bn, data from the Investment Association (IA) has shown
Posted: 11/11/25
The number of Greek ‘Golden Visas’ granted to UK citizens has increased by 48.9 per cent over the past year, driven by UK-based high net worth individuals (HNWI) looking to relocate, according to Astons
Posted: 11/11/25
The latest appointments in the wealth management industry
Posted: 11/11/25
Rosemount Financial Solutions (IFA) added 16 new advisers to its ranks in the third quarter
Posted: 11/11/25
The deadline to enter the Wealth and Asset Management Awards 2026 has been extended to 21 November
Posted: 10/11/25
Uncertainty around future tax changes is taking a toll on financial confidence among consumers, a study from Quilter has indicated
Posted: 10/11/25
Global entrepreneurs see the UK as one of the top destinations to conduct business, with only Singapore ranking higher in terms of appeal, a report from HSBC Private Bank has shown
Posted: 10/11/25
Twelve Wealth Management (TWM) has announced the acquisition of Smith Hobbs Wealth Management for an undisclosed sum
Posted: 10/11/25
The government should adopt an investment-led approach in the Autumn Budget and resist further taxes on wealth, Rathbones has argued
Posted: 10/11/25
Chancellor, Rachel Reeves, is reportedly considering the introduction of an exit tax on the business assets of high net worth individuals (HNWI) leaving the UK, with figures from the wealth industry warning against the move
Posted: 10/11/25
Azets Wealth Management has agreed to acquire chartered financial planner, Evans Falco, as it looks to expand its business into the South West
Posted: 7/11/25
Advisers have called for a reduction in administrative burden as they are spending just a third (33 per cent) of their working day with their clients, according to research from Fidelity Adviser Solutions
Posted: 7/11/25
Advised platforms saw gross sales increase to record levels in the third quarter of 2025, although outflows spiked to new highs after two quarters of consecutive falls, analysis from The Lang Cat has revealed
Posted: 7/11/25
Utmost Group has completed the integration of Lombard International, which has been rebranded as Utmost Luxembourg
Posted: 7/11/25
Private investors are planning to increase their allocations to private markets in the future as they view the sector as an attractive route for capital appreciation and diversification, according to Barclays Private Bank and Wealth Management
Posted: 6/11/25
Private markets platform Titanbay and private markets investment manager Adams Street Partners have announced a private wealth solutions partnership
Posted: 5/11/25
InvestAcc Group has completed its acquisition of the AJ Bell Platinum self-invested personal pension (SIPP) and small self-administered scheme (SSAS) business
Posted: 6/11/25
The total net worth of the billionaire class increased by 10.3 per cent to a record $13.4trn in 2024, the third consecutive year of rising billionaire wealth, Altrata has revealed
Posted: 5/11/25
Speculation around which taxes Chancellor, Rachel Reeves, plans to increase in the Autumn Budget later this month has ramped up after she delivered an ‘unprecedented’ pre-Budget speech warning of a struggling economy
Posted: 5/11/25
Financial advice and wealth management clients planning for inheritance tax (IHT) are increasing their use of business relief solutions in the build up to changes coming into effect from April
Posted: 5/11/25
Financial planning and accounting firm Old Mill and its outsourced finance division Brook Financial have merged with Kinbrook Group
Posted: 5/11/25
The latest appointments in the wealth management industry
Posted: 5/11/25
Evelyn Partners has reported a 7.3 per cent annual rise in assets under management (AuM) to a record high £67bn in Q3
Posted: 4/11/25
The government should make "major changes" to ensure that the new rules to bring unused pensions into the scope of inheritance tax (IHT) are implemented "fairly and effectively", LCP has said
Posted: 4/11/25
Schroders Wealth Management has made six appointments to its global leadership team as it seeks to drive growth and deliver on its strategic ambition
Posted: 4/11/25
Advisers are abandoning inflation protection while showing greater interest in funds with the potential of preserving capital, according to Titan Square Mile’s latest Market Intelligence Report
Posted: 4/11/25
UK-based wealth management firm Bentley Reid has announced the opening of its Dubai office, Bentley Reid (DIFC) Limited
Posted: 4/11/25
BRI Wealth Management has completed the acquisition of Gloucestershire-based financial advisory firm FutureFocus Advisory Limited
Posted: 4/11/25
Wealthtech firm Allfunds has reported a 17.9 per cent year-on-year jump in its total assets under administration (AuA)
Posted: 31/10/2025
Standard Chartered has seen its operating income increase by 28% in its wealth solutions division, rising to $890m in the third quarter
Posted: 31/10/2025
More than two fifths (42 per cent) of people aged 50 and over are facing a retirement savings shortfall of at least a decade, research from Fidelity International, in partnership with the National Innovation Centre for Ageing (NICA), has revealed
Posted: 31/10/2025
The Financial Conduct Authority (FCA) has published a review of consolidations in the wealth management and financial advice sector, highlighting a need for "clear structure, strong governance and risk management processes"
Posted: 31/10/2025
Barnett Waddingham (BW) has reported a 12.8 per cent rise in revenue for the 2024/25 financial year, reaching £181m in what it described as a year of “standout commercial success” and post-acquisition integration with the Howden Group
Posted: 30/10/2025
Over half of UK expats living overseas feel better financially than 12 months ago, a study by Hoxton Wealth has shown
Posted: 30/10/2025
Over £5bn is sitting in old equity index fund share classes charging over 0.5% in fees, analysis by Vanguard Asset Management has highlighted
Posted: 30/10/2025
The Financial Conduct Authority (FCA) has issued a warning to investors in contracts for difference (CFDs) not to give up consumer protections
Posted: 30/10/2025
Forty-seven per cent of wealth managers and institutional investors already investing in digital assets have a stablecoin strategy, while 52% are developing one, new findings from Brava Finance have shown
Posted: 29/10/2025
Three in five (60%) family offices have opened new offices in different jurisdictions around the world in the past five years, research by Ocorian has revealed
Posted: 29/10/2025
Individual investors are considering investing in secondaries as interest in private markets investing grows, according to new research from Wealth Club
Posted: 29/10/2025
Research Affiliates has announced the launch of the Systematic Global Active Equity (SAE) Fund, a UCITS fund domiciled in Ireland introduced by Russell Investments
Posted: 29/10/2025
Charles Stanley has chosen the SS&C Hubwise platform to make its model portfolio services (MPS) ranges available for independent financial advisers
Posted: 28/10/2025
Weatherbys Private Bank has launched an execution-only platform to enable clients to trade shares, ETFs, bonds and funds
Posted: 28/10/2025
International bonds are increasingly growing in favour among advisers, according to new findings from Canada Life UK
Posted: 28/10/2025
Forty-seven per cent of advisers have reported that their clients are cutting pension contributions to invest in inheritance tax (IHT) solutions, new research by Downing has indicated.
The investment manager, which interviewed 100 UK financial advisers and wealth managers, noted the trend comes ahead of the deadline for unused pension funds being included in estates
The investment manager, which interviewed 100 UK financial advisers and wealth managers, noted the trend comes ahead of the deadline for unused pension funds being included in estates
Posted: 28/10/2025
Hoxton Wealth has completed the acquisition of Manchester-based Haven IFA and added £140m in assets under management (AUM) to the group
Posted: 27/10/2025
Wealth management platform Stratiphy has launched a new crowdfunding campaign on Crowdcube
Posted: 27/10/2025
Almost a fifth (19 per cent) of high-net-worth individuals (HNWIs) aged 55 and over are unaware that unused private pensions will be liable for inheritance tax (IHT), Charles Stanley research has found
Posted: 27/10/2025
Clifton Wealth Partnership (CWP) has launched Wesleyan’s smoothed with profits fund on its in-house investment platform, Morgan Lloyd Invest, which is designed to provide flexibility to financial planners and their clients
Posted: 27/10/2025
Quilter has seeded a new fund to be included in its Responsible portfolios in the WealthSelect managed portfolio service (MPS)
Posted: 24/10/25
Advisers are reporting heightened anxiety amongst their clients in the build up to the Budget in November, with some clients taking irreversible action in response to speculation, research from Royal London has revealed
Posted: 24/10/25
Advisers who can harness artificial intelligence (AI) will be able to dedicate more time to being ‘genuine’ financial planners, rather than being fund pickers or product sellers, according to EV managing director, Chet Velani
Posted: 24/10/25
Nearly one in three (30 per cent) independent financial advisers (IFA) are planning to sell their business or are considering their options for a potential sale, a survey from AFH Wealth Management has revealed
Posted: 24/10/25
The number of investment trust investors who vote their shares has risen over the past two years, analysis from the Association of Investment Companies (AIC) has shown
Posted: 24/10/25
The UK is on the brink of its largest intergenerational wealth transfer in history, with between £5.5trn and £7trn to pass between generations over the next 30 years, according to a report from Heligan Wealth Management
Posted: 24/10/25
AFH Wealth Management has announced the acquisition of St Albans-based financial planning firm Avidity Wealth Management for an undisclosed sum
Posted: 24/10/25
The latest appointments in the wealth management industry
Posted: 24/10/25
The Dormant Assets Scheme has expanded into the investment and wealth management sector, with Jupiter, J.P. Morgan, Janus Henderson, and Schroders announced as the first participants
Posted: 23/10/25
Quilter has recorded a 48 per cent year-on-year increase in its net inflows, which totalled £2.2bn in the third quarter
Posted: 23/10/25
Gibraltar-based private bank Turicum has acquired a majority stake in UK-based wealth management firm Hassium Asset Management for an undisclosed sum
Posted: 23/10/25
The top 1 per cent of taxpayers are responsible for 33 per cent of the total income tax and capital gains tax (CGT) paid in the UK, a freedom of information (FOI) request from Wealth Club has revealed
Posted: 23/10/25
Financial advice professionals’ confidence remains high in 2025 but is being offset by ‘persistent vulnerabilities’, according to research from NextWealth
Posted: 23/10/25
Firenze has partnered with Parmenion to provide the platform’s clients and advisers with access to Lombard lending
Posted: 23/10/25
Younger financial advisers are more likely to be working with newer clients, a study by NextWealth and Aegon has indicated
Posted: 22/10/25
More than a third (36 per cent) of high net worth individuals (HNWI) believe that the government will raise inheritance tax (IHT) again at the Autumn Budget, research from Saltus has found
Posted: 22/10/25
Wealth management firms in the Channel Islands have been encouraged to consider improving access to alternatives and targeting technology investment amid slowing real-terms growth
Posted: 22/10/25
The number of Failure to Notify penalties issued by HMRC for capital gains tax (CGT) have more than doubled over the past two tax years, a freedom of information (FOI) request by Financial Software Ltd (FSL) has revealed
Posted: 22/1025
Retirement investment solution providers should “seize the day” amid rising asset levels that are providing opportunities for innovation, according to a report from NextWealth
Posted: 21/10/25
At least 1,800 non-doms have left the UK since the abolition of the non-dom regime in April 2025, according to a report from consultancy Chamberlain Walker
Posted: 21/10/25
The Financial Conduct Authority (FCA) should reconsider its proposed changes to the targeted support regime, as they risk causing confusion, affecting consumer confidence, and introducing unnecessary operational challenges for firms, The Investing and Saving Alliance (TISA) has said
Posted: 21/10/25
Ultra high net worth individuals’ (UHNWI) asset allocation strategies are shifting in response to geopolitical instability, the interest rate environment, digital innovation, and an accelerating generational wealth transfer, according to a report from Altrata
Posted: 21/10/25
Inheritance tax (IHT) receipts continued to rise in the first six months of 2025/26, increasing by £125m (3 per cent) year-on-year to £4.39bn between April and September 2025, the latest figures from HMRC have shown
Posted: 21/10/25
Wealth services provider Highvern has announced the ‘evolution’ of its private wealth and fiduciary services into a comprehensive private capital proposition
Posted: 20/10/25
The latest appointments in the wealth management industry
Posted: 20/10/25
Defaqto has launched MPS Comparator performance averages for passive and active portfolios
Posted: 20/10/25
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