The Financial Conduct Authority (FCA) plans to launch two consultations relating to the Advice/Guidance Boundary Review next year. The first consultation paper will focus on pensions, while the second will focus on retail investments
The number of private investors considering ESG when investing fell for the third year in a row in 2024, the Association of Investment Companies’ (AIC) ESG Attitudes Tracker has shown
Whole-of-market advisory firm Towergate Health & Protection has rebranded to Towergate Employee Benefits, the company has announced
Fidelity International has launched a ‘blue transition’ bond fund as part of its ongoing commitment to sustainable investing
There is significant demand for advisers from regulated firms to provide targeted support suggestions to their clients, research from Aegon has found
Women are creating and inheriting a growing share of global wealth but are still underrepresented at senior leadership level in the financial services sector, according to a report from Citi Private Bank
Nearly a third (29 per cent) of business owners in the UK have accelerated their exit strategies over the past year amid concerns of potential tax hikes in the upcoming Budget
The latest appointments in the wealth management industry
Wealth and investment management firm 7IM has appointed Elizabeth Chambers as independent non-executive director (NED)
Rathbones appoints Simonetta Rigo as chief client officer
FNZ hires new group CEO as founder steps down from role
Evelyn Partners makes two business development appointments
Quilter Investors hires Alex Daniels as manager research analyst
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CGT needs ‘serious reform’ and not just tweaks – IFS
Calls for govt to bring in exit tax for the wealthy ‘fundamentally flawed’
People moves: Barclays, Stonehage Fleming, and ValidPath
‘Significant demand’ for advisers to provide targeted support
Clarion Wealth Planning announces management buyout deal
People moves: Evelyn Partners, PGIM, and Schroders
Women still underrepresented in financial services despite controlling growing proportion of wealth
Nearly a third of UK business owners accelerating exit strategies
FCA to launch advice/guidance boundary consultations next year
Family offices and wealth managers set to increase allocations to hedge funds
Carne Group and WTW gain approval for private equity LTAF
Budget speculation driving financial advice, Rathbones finds
Cyber A.I. Group partners with A1 Advisory
Annual pension income of UK’s wealthiest retirees hit £3m last year; almost half paid as tax
Towergate Health & Protection rebrands to Towergate Employee Benefits
Fidelity International launches blue transition bond fund
Investors’ interest in ESG considerations continues to fall