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Family offices professionalising and diversifying amid uncertainty


By Jack Gray

Family offices are accelerating efforts to professionalise, diversify, and align investments with next-generation values amid geopolitical instability and regulatory uncertainty, according to TMF Group


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Wealth and asset managers back global AI study

A group of wealth and asset managers are backing a global study to explore how advancements in artificial intelligence (AI) and other ‘transformative’ technologies will reshape the investment sector

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Guernsey-domiciled funds driving £58bn of international capital into the UK

Guernsey-domiciled funds are bringing international private capital into the UK at twice the pace of overall foreign direct investment (FDI), analysis by Frontier Economics has revealed

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Quilter adds ZEDRA as professional trustee service provider

Quilter has entered a new arrangement with trustee service provider ZEDRA aimed at making it more efficient for advisers and their clients to appoint professional trustees on Quilter trusts

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Citi Wealth appoints BlackRock to manage $80bn of client assets

Citi Wealth has appointed BlackRock to manage around $80bn of assets for thousands of global clients whose accounts are currently managed by Citi Investment Management (CIM)

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Brooks Macdonald profits fall as acquisitions drive up underlying costs

Brooks Macdonald has reported that its underlying profit before tax fell by 4.6 per cent year-on-year to £28.9m at the end of June 2025, as acquisitions drove up underlying costs

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Financial institutions plan further AI investment amid improved productivity

More than half (51 per cent) of financial institutions plan to increase their investment in artificial intelligence (AI) over the next 12 months, as attitudes towards the technology shift amid improved productivity, research from Lloyds Banking Group has found

Retail investor outflows total £752m in July

UK retail investors pulled £752m from funds during July, reversing the inflows of £208m in June, new figures published by the Investment Association (IA) have revealed

TUC calls for wealth tax as Reeves sets Budget date

The Trades Union Congress (TUC) has urged Chancellor, Rachel Reeves, to consider implementing a wealth tax following her announcement that the autumn Budget will be delivered on 26 November
People moves: Octopus Investments, UBS, and Fundpath

The latest appointments in the wealth management industry

Clifton Wealth Partnership acquires two financial planning firms

Clifton Wealth Partnership (CWP) has acquired financial planning firms Grovebridge Financial and Clifton Business Consultancy

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