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Active deal flow and US interest reinforces durability of UK wealth management M&A market

By Jack Gray

27/7/26

Continued consolidation and interest from US-based sponsors reinforced the durability of the UK wealth management merger and acquisition (M&A) market in the first half of 2026, as the market becomes more institutionalised, according to Berkshire Global Advisors

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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.

FCA secures majority of victims’ money from investment fraud case

The Financial Conduct Authority (FCA) has recovered the majority of victims’ money from an investment fraud case after obtaining a confiscation order against a convicted fraudster

HMRC recovers £1.36bn from IHT investigations

HMRC recovered more than £1.36bn in unpaid inheritance tax (IHT) from investigations over the past five years, figures obtained by NFU Mutual have revealed

WBS and Aviva extend partnership to deliver services for advised and direct platforms

WBS has extended its partnership with Aviva for an additional five-year period to provide dealing and custody services for UK-listed equities and ETFs via its advised and direct platforms

Anthropic will support the second group of firms in the Financial Conduct Authority’s (FCA) ‘Supercharged Sandbox’, which companies can use to safely experiment with advanced artificial intelligence (AI)

UK private markets fund managers target HNW investors

UK private markets fund managers are targeting high net worth (HNW) investors in anticipation of strong inflows from individual investors, Wealth Club has found

Over-55s ‘unprepared’ for IHT hit

Over-55s in the UK are not prepared for the potential inheritance tax (IHT) liabilities they could be required to pay, according to Mattioli Woods

Younger generations’ reliance on inheritance being undermined by lack of communication

Younger generations are expecting to rely on inheritance for their financial security, but a lack of communication among families means the majority do not know how much they will receive, a report from Aviva has shown