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FCA proposes new rules on long-term investment funds


By Jack Gray

The Financial Conduct Authority (FCA) has proposed new rules on long-term investment funds, aiming to make them clearer and give investors greater confidence to invest in funds that support private markets


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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.


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Family offices’ interest in UK investment and distressed situations on the rise

Appetite among family offices for UK investments and their interest in distressed and special situations have risen over the past 12 months, while willingness to back managers with short track records has fallen, analysis from AYU has found

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Rathbones granted licence to expand into EU

Rathbones has been granted a Markets in Financial Instruments Directive (MiFID) licence from the Central Bank of Ireland, enabling the wealth and asset management group to expand into the European Union (EU)

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Sarasin & Partners collaborates with Stellar Asset Management on AIM offering

Sarasin & Partners has partnered with Stellar Asset Management on the development and ongoing management of its AIM proposition

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Firms report improved satisfaction and confidence in FCA

Regulated firms have reported an improvement in satisfaction and confidence levels in the Financial Conduct Authority (FCA), the latest FCA and Practitioner Panel survey has shown

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PlannerPal raises £4.3m in funding round led by Mercia Ventures

Artificial intelligence (AI) workflow for financial advice and wealth management firms, PlannerPal, has raised £4.3m in a round led by Mercia Ventures

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BBVA launches global offering for HNW clients

BBVA has launched Global Wealth, a new umbrella brand that brings together its premium, private banking, and ultra high net worth (HNW) segments

WealthAi adopts AI-powered tools for onboarding and KYC

WealthAi has launched a range of artificial intelligence (AI) agents to oversee the end-to-end processes of client onboarding and KYC on the platform

HSBC reportedly planning widespread job cuts in UK wealth business

HSBC is planning widespread job cuts in its UK wealth management business as it increasingly adopts artificial intelligence (AI) tools to help serve high net worth (HNW) clients, according to reports in the Financial Times (FT)
Tories pledge to remove IHT from primary residence and increase NRB

The Leader of the Opposition, Kemi Badenoch, has announced plans to cut inheritance tax (IHT) if the Conservatives win the next general election by removing family homes from the tax and increasing the nil-rate band (NRB)

Global financial assets rise to record high in 2025

Global household financial assets increased by 8.6 per cent to a record high of £228trn last year, with markets generating around four fifths of the improvement, a report from Allianz has revealed

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