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Intelliflo acquires Mabel Insights


By Jack Gray

Intelliflo has acquired Mabel Insights, bringing its research, portfolio analysis and financial planning tools into Intelliflo Office


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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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Private wealth being driven into UK property as investment surges by 66%

Private wealth is being driven into commercial real estate in the UK, with investment increasing by 66 per cent year-on-year in 2025, according to a report from JLL

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UK wealth industry offers ‘secular growth opportunity’; cyclical issues remain

The UK wealth industry offers a secular growth opportunity due to the increasing cost of being older for longer, although cyclical issues persist, according to Peel Hunt

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HNWIs lack care preparations despite cost concerns

High net worth individuals (HNWI) in the UK are concerned about later-life care but are failing to prepare for it, Rathbones has warned

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FCA proposes new rules on long-term investment funds

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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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)

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

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
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

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

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