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Traditional wealth strategies ‘no longer sufficient’ amid global instability


By Jack Gray

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


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Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


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Wealth managers to increase private markets investments as views on risk/reward improve

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

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Johnston Carmichael Wealth rebrands to Partners Wealth Management

Johnston Carmichael Wealth (JCW) has joined with and rebranded to Partners Wealth Management (PWM), following its acquisition in March 2025

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Forvis Mazars reduces exposure to UK in model portfolios

Forvis Mazars has announced a reduced exposure to the UK in the latest quarterly rebalance to its model portfolios

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Titan Wealth adds £6.9bn of client assets with completion of IWP acquisition

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

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Isio partners with Mabel Insights on MPS portfolio analytics and planning

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

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Royal London launches centralised retirement proposition framework

Royal London has announced the launch of its centralised retirement proposition (CRP) framework, designed to support advisers with developing retirement income strategies for clients

Over £1bn of pension tax relief potentially underclaimed by higher earners

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

Titan Wealth to acquire Sound Financial

Titan Wealth has announced plans to acquire Plymouth-based financial planning and advisory firm Sound Financial Management Limited
Rosemount Financial Solutions (IFA) announces record 2025 performance

Rosemount Financial Solutions (IFA) has announced a record 2025 after its revenues increased by 36 per cent

Family offices urged to view core foundations as key strategic priorities

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

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