The Financial Conduct Authority (FCA) has continued to face a backlash over its plans to ‘name and shame’ firms, under which the regulator would change its approach to publicising enforcement action
Investors are becoming significantly more proactive, trading with more frequency and reducing average holding periods across key asset classes, global funds network Calastone has stated
This is the last chance for companies and individuals to enter the Wealth and Asset Management Awards 2025, with the final deadline closing on Monday 24 February
There is ongoing confusion among industry professionals around the government's plans to bring pensions into the scope of inheritance tax (IHT), research from Sackers has found
HSBC is expecting double-digit percentage average annual growth in fee and other income in its wealth business over the medium term
Mercer has reached an agreement to acquire Secor Asset Management for an undisclosed amount
Private banking firm Edmond de Rothschild has become a majority shareholder in London-based wealth manager Hottinger & Co, increasing its stake in the firm to 70 per cent
UK disability charity Scope has appointed Cazenove Capital, the wealth management business of Schroders, as its new investment manager
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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FCA charges Hampshire-based IFA with multiple fraud offences
Confidence among HNWIs plummets to record low – Saltus
Platforms Association adds four new board members
Majority of UK adults to adjust estate planning ahead of IHT rule change
Evelyn Partners’ sustainable MPS adds three new funds
Higher interest rates and rising CoL impacting HNWIs financial planning
Benchmark Capital acquires Robertson Baxter
Majority of investors aware of SDR labels; jargon ‘hindering’ green investment
Nova Wealth receives B Corp status through diverse talent push
The lang cat’s Analyser integrates with ZeroKey
Wealth advisers urged to discuss philanthropy with clients amid ‘cynicism’ in the UK
Increased demand and regulatory changes impacting advisers’ availability
Saba investment trust proposals suffer seventh consecutive defeat
Quilter Cheviot adds three holdings to Climate Assets Balanced fund
L&G launches three new index funds