The Financial Conduct Authority (FCA) has called for greater focus on investments after finding the majority of people with more than £10,000 held most of their investible assets as cash
Net flows in Aviva’s wealth division fell by 15 per cent year-on-year, from £2.7bn in Q1 2024 to £2.3bn in the first quarter of 2025, its Q1 2025 Trading Update has shown
Quilter’s WealthSelect managed portfolio service (MPS) has passed £20bn in assets under management (AUM), the firm has revealed
Avenir has launched a purpose-built artificial intelligence (AI) chat assistant designed for wealth management firms
Janus Henderson has announced the launch of an active mortgage-backed securities (MBS) exchange-traded fund (ETF) for European investors
The Isle of Man Financial Services Authority (FSA) has set out its two-year programme of supervisory engagement for regulated firms
Global wealth and investment management technology and data platform Addepar has announced the closing of its $230m series G investment round
AI and data solutions provider for advice firms, Saturn, has made its first acquisition with the purchase of Ateb Suitability from Thistle Group
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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London falls out of top five ‘wealthiest cities’ list amid millionaire exodus
Tax enticements needed to reduce UK wealth exodus and capitalise on US interest
Demand for private markets rises as HNWIs seek diversification
People moves: Aviva Investors, Quilter Cheviot, and Jersey FSC
FCA concludes consumer investment policy sprint
Nikhil Rathi reappointed as FCA chief executive for second term
Standard Chartered launches alternative sports fund for HNW clients
IFAs expect to move investments to cash savings amid increased volatility
Advisers and wealth managers seeking more support on IHT planning
Advisers and clients emphasise importance of including families in wealth transfer process
HALO Invest unveils research tool in preparation for adviser platform launch
Demand for bespoke investment services rising as clients seek greater choice
M&G partners with FNZ to expand access to PruFund range
FCA launches second consultation on CCIs
Benchmark Capital buys remaining stake in Oculus Wealth Management
Quilter Cheviot and WealthSelect MPS become available on AJ Bell’s platform
Söderberg & Partners acquires 30% stake in Murphy Wealth
Wealth manager TrinityBridge opens new UK office