Wealth Investment News

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MPS market evolving amid FCA review

By Jack Gray

6/11/26

The model portfolio service (MPS) market is experiencing a broad range of changes in investment trends, portfolio costs, and adviser recommendations as the Financial Conduct Authority (FCA) continues its review of the sector, Defaqto has found

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Big endgame results for small pension schemes

For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.

Marloo and FEIFA partner to provide AI best practice support for advisers

Financial advice AI platform Marloo and the Federation of European IFAs (FEIFA) have announced a partnership, aiming to provide best practice AI support to advisers

SJP announces latest cohort of associate partners and advisers joining its Partnership

St. James’s Place (SJP) has announced the addition of seven financial services professionals to its Partnership programme

HRIS launches income portfolio to meet evolving client planning needs

Hymans Robertson Investment Services (HRIS) has launched a standalone income portfolio as part of its Core range, aiming to help advisers meet changing client planning needs

Orderist platform launches to support advisers with cross-generation client retention

A new platform for financial advisers, Orderist, has launched with a focus on helping wealth managers to service and retain clients across generations

Jurisdiction ‘becomes an asset class’ as tax accelerates movement of wealth

Jurisdiction has become an asset class as residency and citizenship have been reclassified into something a high net worth (HNW) family holds and manages, with tax the primary driver of the shift, according to a report from Global Citizen Solutions (GCS)

Marsh acquires private markets business AltamarCAM

Marsh has acquired private markets asset manager and solutions provider AltamarCAM and established a new international private markets platform

BoE raises interest rates to 4%

The Bank of England (BoE) has raised interest rates by 0.25 percentage points to 4 per cent, as it attempts to contain rising inflation driven by higher energy prices and disruption to global supplies

Next generation lacks wealth planning involvement despite succession plans

Global family offices are aiming to build multi-generational legacies for their businesses, but many are yet to involve the next generation in wealth planning, according to DBS

Wealth managers confident in public/private asset convergence but lack data connectivity

Wealth managers feel they are well equipped to manage the convergence of public and private market assets, but many lack confidence in their private markets data infrastructure, according to FE Fundinfo