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Private investors plan to increase future allocations to private markets


By Jack Gray

Private investors are planning to increase their allocations to private markets in the future as they view the sector as an attractive route for capital appreciation and diversification, according to Barclays Private Bank and Wealth Management


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Total net worth of billionaires rises by more than 10%

The total net worth of the billionaire class increased by 10.3 per cent to a record $13.4trn in 2024, the third consecutive year of rising billionaire wealth, Altrata has revealed

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Titanbay and Adams Street enter private wealth solutions partnership

Private markets platform Titanbay and private markets investment manager Adams Street Partners have announced a private wealth solutions partnership

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InvestAcc Group acquires AJ Bell’s Platinum SIPP and SSAS business

InvestAcc Group has completed its acquisition of the AJ Bell Platinum self-invested personal pension (SIPP) and small self-administered scheme (SSAS) business

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Rumours swirl after Chancellor delivers ‘unprecedented’ pre-Budget speech

Speculation around which taxes Chancellor, Rachel Reeves, plans to increase in the Autumn Budget later this month has ramped up after she delivered an ‘unprecedented’ pre-Budget speech warning of a struggling economy

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Clients increasing use of business relief solutions for IHT planning

Financial advice and wealth management clients planning for inheritance tax (IHT) are increasing their use of business relief solutions in the build up to changes coming into effect from April

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Old Mill and Brook Financial join Kinbrook Group

Financial planning and accounting firm Old Mill and its outsourced finance division Brook Financial have merged with Kinbrook Group

Evelyn Partners reports record £67bn AuM

Evelyn Partners has reported a 7.3 per cent annual rise in assets under management (AuM) to a record high £67bn in Q3

Advisers abandon inflation protection as interest in capital preservation funds grows

Advisers are abandoning inflation protection while showing greater interest in funds with the potential of preserving capital, according to Titan Square Mile’s latest Market Intelligence Report
People moves: Benchmark Capital, Quilter Cheviot, and Evelyn Partners

The latest appointments in the wealth management industry

BRI Wealth Management acquires FutureFocus Advisory

BRI Wealth Management has completed the acquisition of Gloucestershire-based financial advisory firm FutureFocus Advisory Limited

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Check out our latest appointments


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