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HNW entrepreneurs’ optimism set to drive $367bn in AI investments


By Jack Gray

Global high net worth (HNW) entrepreneurs are planning to increase their investment in artificial intelligence (AI) for their primary businesses, amid expectations that the technology will unlock new opportunities for growth, according to a report from HSBC Private Bank


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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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Pensions IHT plans risk creating probate 'catch-22'

Proposed changes to the inheritance tax (IHT) treatment of pensions could leave bereaved families unable to access pension funds needed to pay tax before probate is granted, the Society of Trust and Estate Practitioners (STEP) has warned

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Royal London launches estate and inheritance planning framework

Royal London has launched an estate and inheritance planning framework designed to support adviser firms with preparations for the upcoming changes to inheritance tax (IHT) and personal representative responsibilities from April 2027

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Building stronger investment culture ‘not about reform or intervention’ – FCA

Building a stronger investment culture in the UK is not about reform or intervention, it is about creating the conditions for consumers to invest with confidence and for firms to grow, the Financial Conduct Authority (FCA) has stated

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HMRC’s IHT receipts fall year-on-year in August while CGT take rises

The government’s inheritance tax (IHT) receipts fell year-on-year in August 2026, while capital gains tax (CGT) take rose over the same period, according to the latest figures from HMRC

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Wealth & Asset Management Awards 2027 open for entries

The Wealth & Asset Management Awards 2027 are now open to entries from companies in the wealth and asset management sectors

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Frequent policy changes 'undermining' long-term financial planning

Frequent changes to investment, savings, and pensions policy are discouraging long-term financial planning, the Investment Association (IA) has warned

Marloo launches AI tool to improve adviser workflow efficiency

Artificial intelligence (AI) platform for financial advisers Marloo has launched a new tool aimed at introducing efficiencies to advisers’ workflows

Amundi acquires 9.9% stake in ICG

Amundi has acquired a 9.9 per cent stake in private equity investment firm ICG, representing a total investment of around £532m
Wealthier advised clients more likely to use AI for financial support

Clients with more than £1m in investable assets are more likely to use artificial intelligence (AI) for financial support than those with less wealth, a report from Boring Money has shown

Retirees reshaping wealth transfer plans amid policy changes

Retirees are rethinking their wealth transfer plans as policy changes alter their behaviour around how they choose to pass on wealth, analysis from Quilter has shown

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