Latest News

Jersey-based Team in acquisition talks with WH Ireland


By Jack Gray

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


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Quilter Cheviot increases global equity allocation in MPS rebalance

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

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Financial advisers lack confidence in policy agenda ahead of Budget

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

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People moves: Rothschild & Co, Brooks Macdonald, Tideway Wealth

The latest appointments in the wealth management industry

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Evelyn Partners agrees sale of employee benefits consultancy arm

Evelyn Partners Group has agreed to sell its employee benefits consultancy arm, Evelyn Partners Financial Services (EPFS), to Howden for an undisclosed amount

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Chancellor will not alter tax-free pension cash entitlement in Budget

Chancellor, Rachel Reeves, will not make any changes to the tax-free pension lump sum allowance in the upcoming Budget, officials have confirmed

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Wealth tech firm Contengo acquired by FE Fundinfo

UK-based wealth technology provider Contengo has been acquired by FE Fundinfo for an undisclosed sum

HNWIs taking early action to avoid potential Budget tax changes

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

Number of Greek ‘Golden Visas’ granted to UK nationals rises by almost 50%

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
Verso to transfer custodial operations to Third Financial in five-year deal

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

Great-West Lifeco merges European businesses to launch Keyridge Asset Management

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

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