Latest News
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Advised platform AUA rises by over 4% in Q4 despite record outflows
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Rising IHT burden motivating families to insure against future bills
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Investment managers ‘hold steady’ on responsible investment
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Aviva Investors partners with Ripple to tokenise traditional fund structures
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Nuveen to acquire Schroders for £9.9bn
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UK wealth manager shares fall as AI fears take hold
Archive News
Aviva Investors and crypto solutions fintech company Ripple have announced a partnership with the intention of tokenising traditional fund structures
Posted: 12/2/26
Advised platform assets under administration (AUA) increased by 4.12 per cent to £738.6bn in the fourth quarter of 2025, despite outflows reaching record highs due to pre-Budget speculation, analysis from The Lang Cat has revealed
Posted: 12/2/26
Investment managers are holding steady on responsible investment (RI) commitments, as no manager reported giving RI-related issues less consideration over the year to 30 June 2025, despite concerns the industry was retreating on these issues, according to LCP
Posted: 12/2/26
US-based investment manager Nuveen has agreed to acquire Schroders for £9.9bn, subject to regulatory approvals
Posted: 12/2/26
The growing number of families being drawn into paying inheritance tax (IHT) is driving them to take out insurance against future tax bills, according to Evelyn Partners
Posted: 11/2/26
The most recommended adviser platforms by value for 2025 have been revealed by financial product and market intelligence firm Defaqto
Posted: 11/2/26
AJ Bell Investcentre has launched its first onshore bond link, in partnership with Countrywide Assured
Posted: 11/2/26
Shares in some of the largest UK wealth management firms fell sharply on Wednesday as concerns about the impact of artificial intelligence (AI) on the sector affected investor and market sentiment
Posted: 11/2/26
Independent financial advisers (IFA) see succession planning support as the greatest benefit that hiring an adviser would bring to their business, according to a study from ValidPath
Posted: 10/2/26
Deutsche Bank and DWS have announced their intention to expand their existing strategic partnership in discretionary portfolio management
Posted: 10/2/26
Wealth managers and institutional investors believe artificial intelligence (AI) will help drive the development and growth of the digital assets sector, research from Nickel Digital Asset Management has shown
Posted: 10/2/26
Investors in the UK are more confident in the global economy in 2026 but have concerns about the high valuations of leading US tech and AI stocks, according to J.P. Morgan Personal Investing
Posted: 10/2/26
Schroders and Apollo have entered into a strategic partnership to develop wealth investment solutions for the UK market, aiming to enhance client choice and outcomes
Posted: 9/2/26
The latest appointments in the wealth management industry
Posted: 9/2/26
Wealth management firm Saltus has selected SS&C Technologies Holdings as its new wealth management platform provider
Posted: 9/2/26
Last year saw an increase of 89 appointed representative (AR) firms across wealth management networks, analysis by Network Consulting has revealed
Posted: 9/2/26
NatWest Group has reached an agreement to acquire wealth management firm Evelyn Partners for £2.7bn
Posted: 9/2/26
Quilter’s WealthSelect managed portfolio service (MPS) has passed the £25bn in assets under management (AUM) mark, the wealth management firm has revealed
Posted: 6/2/26
Morningstar has announced the launch of its star rating system for UK managed portfolios, enabling investors and financial advisers to benchmark portfolios using the firm’s methodology
Posted: 6/2/26
The latest appointments in the wealth management industry
Posted: 6/2/26
The Financial Conduct Authority (FCA) has stopped independent financial adviser, Advantage Wealth Management (AWM), from carrying out regulated activities
Posted: 6/2/26
The Personal Investment Management & Financial Advice Association (PIMFA) has welcomed the Financial Conduct Authority’s (FCA) proposed targeted clarifications of Handbook materials, while calling for further consideration of some aspects of the changes
Posted: 5/2/26
UK-based fintech Sidekick has raised £7.8m in Series A funding, with the platform aiming to expand access to investment products traditionally only offered by private banks
Posted: 5/2/26
Benchmark has announced the acquisition of two advice businesses, Caroline Banks & Associates (CB&A) and Verum Financial LLP, both of which are long-standing clients of the company
Posted: 5/2/26
Net retail outflows totalled £2.3bn in 2025, the same level as the previous year, as uncertainty and volatility affected investor risk sentiment, the Investment Association (IA) has revealed
Posted: 5/2/26
Barclays and NatWest are set to submit rival bids for wealth management firm Evelyn Partners this week, according to reports
Posted: 4/2/26
AJ Bell Investcentre has launched a discretionary loan trust for advisers managing clients’ inheritance tax (IHT) and estate planning needs
Posted: 4/2/26
The new rules around inheritance tax (IHT) risk “dry” tax bills and future disputes for farmers and private business owners, Irwin Mitchell has warned
Posted: 4/2/26
The Investment Association (IA) has published a report calling for the realignment of the role of stewardship, charting a roadmap for participants across the investment chain
Posted: 4/2/26
Standard Life has re-entered the onshore investment bond market with the relaunch of its Tailored Investment Bond
Posted: 3/2/26
Clifton Wealth Partnership (CWP) has announced the acquisition of two financial planning firms, Cairn Independent and JRW, as the business expands in Scotland
Posted: 3/2/26
Quilter’s WealthSelect managed portfolio service (MPS) has initiated an ad hoc rebalance to reduce its precious metals holdings
Posted: 3/2/26
Rathbones Group has extended its partnership with Salesforce as part of a wider move to streamline its internal operations
Posted: 3/2/26
Johnston Carmichael Wealth (JCW) has joined with and rebranded to Partners Wealth Management (PWM), following its acquisition in March 2025
Posted: 2/2/26
Forvis Mazars has announced a reduced exposure to the UK in the latest quarterly rebalance to its model portfolios
Posted: 2/2/26
Private wealth professionals are planning to increase their private markets investments this year and view the associated risk/reward as similar to public markets, according to Hamilton Lane
Posted: 2/2/26
Traditional wealth strategies are no longer sufficient in a post-globalisation world characterised by heightened geopolitical risk and inward-looking economic policy, CS Global Partners has warned
Posted: 2/2/26
Titan Wealth has completed the acquisition of IWP, adding £6.9bn of client assets to bring the group’s total assets under management (AUM) to £44bn
Posted: 30/1/26
Royal London has announced the launch of its centralised retirement proposition (CRP) framework, designed to support advisers with developing retirement income strategies for clients
Posted: 30/1/26
Isio has agreed a partnership with Mabel Insights to improve financial advisers’ access to data and reporting as part of due diligence and ongoing oversight
Posted: 30/1/26
More than £1bn of pension tax relief is potentially being left unclaimed by around 800,000 higher earners each year, according to a freedom of information (FOI) request from LCP partner, Steve Webb
Posted: 30/1/26
Rosemount Financial Solutions (IFA) has announced a record 2025 after its revenues increased by 36 per cent
Posted: 30/1/26
St. James’s Place (SJP) has made a series of portfolio adjustments as it heads into 2026, seeking to strengthen diversification, improve risk-adjusted returns, and enhance resilience in a late-cycle market environment
Posted: 29/1/26
Titan Wealth has announced plans to acquire Plymouth-based financial planning and advisory firm Sound Financial Management Limited
Posted: 29/1/26
Fintech company Armundia Group has launched a modular platform designed to support single and multi-family offices with managing complex wealth portfolios
Posted: 29/1/26
Family offices should focus on the strength of their core foundations of governance, structure, leadership, and culture to deal with increasing complexity in 2026, according to Agreus Group
Posted: 29/1/26
Generational differences between family office members are beginning to surface, with younger generations set to widen their reach of trusted advisers compared to the founding generation, according to Ocorian
Posted: 28/1/26
The latest appointments in the wealth management industry
Posted: 28/1/26
Accelerating global wealth mobility is intensifying cross-border complexity, leading to new and increased risks for high net worth individuals (HNWI) and wealth professionals, Rathbones CEO of wealth, Camilla Stowell, has warned
Posted: 28/1/26
True Potential Investments has appointed asset manager Amundi as a strategic investment solutions partner with its growth-aligned fund management team
Posted: 28/1/26
The House of Lords (HoL) Economic Affairs Finance Bill Sub-Committee has urged the government to make changes to its proposals bringing pensions into the scope of inheritance tax (IHT), particularly in relation to personal representatives (PR)
Posted: 28/1/26
The Financial Conduct Authority (FCA) has launched a new review into the implications of advanced artificial intelligence (AI) on consumers, retail financial markets and regulators
Posted: 27/1/26
The British Private Equity and Venture Capital Association (BVCA) has formally adopted its new name of UK Private Capital, following approval from its members at its annual general meeting
Posted: 27/1/26
PlannerPal has announced the launch of its Pre-Meeting Prep Pack, aiming to streamline administration for financial advisers and wealth managers ahead of client meetings
Posted: 27/1/26
Wealth managers are prioritising meeting client expectations and deepening engagement over the next two to three years, but see the attraction and retention of staff as their biggest challenge, analysis has shown
Posted: 27/1/26
Over two thirds (69 per cent) of independent financial advisers (IFAs) have stated that attracting new clients is a high priority for 2026, research by ValidPath has found
Posted: 26/1/26
Royal London has launched an inheritance tax (IHT) hub designed to support advisers in preparation for pensions coming into the scope of IHT from April 2027
Posted: 26/1/26
The latest appointments in the wealth management industry
Posted: 26/1/26
The Investment Association (IA) has published a report outlining its roadmap for the transition of the UK and EU securities market from a trade date plus two (T+2) to a trade date plus one (T+1) settlement cycle
Posted: 26/1/26
The Financial Conduct Authority (FCA) has launched a consultation seeking views on further rules for cryptoasset firms, including how Consumer Duty will apply to them
Posted: 26/1/26
Defaqto has published its lists of the top 10 most recommended platform managed portfolio solutions (MPS) and multi-asset investment solutions by value for 2025
Posted: 23/1/26
High net worth (HNW) advisers are reshaping portfolios to meet client expectations for personalisation, manage macroeconomic instability concerns, and put a greater emphasis on technology, according to MSCI
Posted: 23/1/26
The latest appointments in the wealth management industry
Posted: 23/1/26
Financial advisory firm Abacus Advisers has opened a new office in Glasgow as it seeks to expand its market presence in Scotland
Posted: 23/1/26
Confidence among chief executive officers (CEO) in their company’s revenue has hit a five-year low amid concerns over uneven returns from artificial intelligence (AI), rising geopolitical risks, and growing cyber threats, PwC has revealed
Posted: 22/1/26
Confidence among retail investors in the UK is improving amid a strong start to the year for the FTSE 100, with home bias to domestic markets increasing, according to data from J.P. Morgan Personal Investing
Posted: 22/1/26
Family offices are increasingly pooling their resources with each other to save on costs, be more environmentally friendly, and receive a better service, research from Ocorian has found
Posted: 22/1/26
AJ Bell has reached a new record of £108bn in assets under administration on its platform, a figure up by 21 per cent in the last year and 5 per cent in the quarter
Posted: 22/1/26
The government’s capital gains tax (CGT) receipts declined by 8.4 per cent in 2025, falling from £14.9bn to £13.6bn over the year, HMRC’s latest figures have shown
Posted: 22/1/26
Quilter experienced record quarterly net inflows in the fourth quarter of 2025, rising by 21 per cent to £2.4bn, its latest update has shown
Posted: 21/1/26
The number of signatories to The ACT List has increased by 43 per cent to 40 asset and investment managers, think tank City Hive has revealed
Posted: 21/1/26
The latest appointments in the wealth management industry
Posted: 21/1/26
More than one in five (21 per cent) advisers have used sourcing platforms to access tools and calculators to aid in client conversations and deliver better outcomes, Advise Wise has revealed
Posted: 21/1/26
The average basic salary for a financial planner in the UK rose by 3 per cent to a record £80,129 in 2025, analysis from Paul Harper Search has shown
Posted: 20/1/26
The shortlist for the Wealth and Asset Management Awards 2026 has been announced, showcasing the firms and individuals that have excelled in the wealth and asset management sectors over the past 12 months
Posted: 20/1/26
The Financial Conduct Authority (FCA) should swiftly review and reform the post-sale cost disclosures that come under the Markets in Financial Instruments Directive (MiFID) rules, according to the Association of Investment Companies (AIC)
Posted: 20/1/26
Wealth managers believe that artificial intelligence (AI) is important to the sector but have raised concerns that it is lagging behind other financial services in adopting the technology, according to MSCI
Posted: 20/1/26
The Bank of England (BoE), the Financial Conduct Authority (FCA) and the Treasury have been told by MPs they are not doing enough to manage the risks presented by the increased use of artificial intelligence (AI) in the financial services sector
Posted: 20/1/26
The threat of tariffs being placed on several European countries, including the UK, by the US administration is likely to shift markets and investors into a defensive mindset in anticipation of market volatility, industry experts have argued
Posted: 19/1/26
Morningstar has launched a 'first-of-its-kind' generative artificial intelligence (AI) company index, the Morningstar PitchBook GenAI 20 Index
Posted: 19/1/26
New Financial Conduct Authority (FCA) regulations aimed at increasing retail participation in primary capital markets have come into force
Posted: 20/1/26
The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA) decision to ban and fine an adviser over ‘dishonest’ pension transfer advice and investment recommendations
Posted: 19/1/26
Retail investors’ anxiety over higher taxes and policy changes has reached its highest ever level in IG’s latest biannual sentiment tracker
Posted: 16/1/26
Schroders has announced the launch of its latest active exchange-traded fund (ETF) in Europe, expanding its range of products to meet client demand
Posted: 16/1/26
The latest appointments in the wealth management industry
Posted: 16/1/26
Young peoples’ perceptions of the financial services industry are acting as a barrier to new talent entering the profession, with just 28 per cent finding a career in the sector appealing, a report from The Lang Cat and Morningstar Wealth has found
Posted: 16/1/26
The number of directly authorised (DA) intermediary firms and advisers operating in the retail advice space is shrinking, analysis by Network Consulting has shown
Posted: 16/1/26
Brooks Macdonald has announced changes to its organisational structure, combining its distribution and investment teams
Posted: 15/1/26
Rathbones’ funds under management and administration (FUMA) increased in 2025, despite continued net outflows, its fourth quarter update has revealed
Posted: 15/1/26
Property wealth accounts for 47 per cent of the value of estates paying inheritance tax (IHT) in London, on average, according to an HMRC Freedom of Information (FOI) request from Just Group
Posted: 15/1/26
Partners Wealth Management (PWM) has launched a new brand identity, aiming to support its next phase of growth
Posted: 15/1/26
The Personal Investment Management and Financial Advice Association (PIMFA) has reached an agreement with Morningstar for the investment research firm to act as the new sole index series’ provider
Posted: 15/1/26
Independent active equity manager Causeway Capital Management has expanded into the UK market with the opening of a new London office, operated through its new subsidiary Causeway Capital Management (UK) Ltd
Posted: 14/1/26
The Treasury Committee has warned that Chancellor, Rachel Reeves, risks “complicating the ISA landscape” with her changes to the Cash ISA announced in the November Budget
Posted: 14/1/26
Higher earners in the UK are missing out on hundreds of millions of pounds in unclaimed pension tax relief each year, according to Penfold
Posted: 14/1/26
The government should reconsider changes to venture capital trust (VCT) tax relief announced in the Autumn Budget as they are likely to result in a fall in VCT investment, according to Wealth Club
Posted: 14/1/26
The use of trusts is on the rise in the UK as their role in estate and succession planning continues to grow in importance, according to Utmost Wealth Solutions
Posted: 14/1/26
Titan Wealth has announced its intention to acquire Chester-based financial advice firm Innes Reid Investments Limited
Posted: 13/1/26
Advised women are twice as likely to be dissatisfied with their adviser’s knowledge than their male counterparts, research from Scottish Widows and Boring Money has shown
Posted: 14/1/26
Quilter has announced a partnership with Standard Life to launch a new smoothed funds offering
Posted: 13/1/26
W1M Wealth Management has reached an agreement to acquire Vermeer Partners for an undisclosed amount
Posted: 13/1/26
Wealth and investment management group, Verso, has received a £4m revolving credit facility (RCF) from digital bank, OakNorth
Posted: 12/1/26
Former Morningstar chief research and investment officer, Dan Kemp, has launched an investment consultancy and research platform aimed at bringing institutional-grade investment capabilities to advice firms
Posted: 12/1/26
LGT Wealth Management has announced plans to relocate its Manchester-based team to a new long-term office in Spinningfields in mid-2026
Posted: 13/1/26
Royal London Asset Management (RLAM) has launched a UK-domiciled Global Equity Tilt Fund as part of its wider Equity Tilt fund range
Posted: 12/1/26
The latest appointments in the wealth management industry
Posted: 9/1/26
Rathbones Asset Management (AM) has adopted Premialab’s analytics, aiming to strengthen its risk management practices as the firm expands allocations to systemic strategies
Posted: 9/1/26
Retail funds returned to inflows in November as investors placed £530m into funds, the strongest month since May 2025, data from the Investment Association (IA) has shown
Posted: 9/1/26
Financial advisers should give greater focus to their client relationships amid an increase in artificial intelligence (AI) usage in the financial planning sector in 2026, according to Hoxton Wealth
Posted: 9/1/26
Disciplined diversification will be the strongest defence for long-term investors amid global uncertainty, LGT Private Banking has said
Posted: 9/1/26
The total value of merger & acquisition (M&A) activity in UK financial services doubled year-on-year in 2025, driven by a resurgence in deals worth more than £1bn, analysis from EY has shown
Posted: 9/1/26
Financial advisers are focusing on client service and retention going into 2026 amid ongoing regulatory pressure and political uncertainty, according to TFAS Compliance Services (TCS)
Posted: 8/1/26
Raw Knowledge has announced a new partnership with Adapa Advisory to provide its managed smart data platform to clients across wealth management and other financial institution segments
Posted: 8/1/26
The latest appointments in the wealth management industry
Posted: 8/1/26
Financial advisers expect the push for greater retail investment in the UK to result in client concerns around market volatility becoming a bigger issue, according to Wesleyan Financial Services
Posted: 8/1/26
Advised clients are more than twice as likely to have a structured financial plan in place than non-advised clients, St. James’s Place (SJP) has found
Posted: 8/1/26
This year is going to be an ‘inflection point’ for the wealth management industry, with four key themes set to reshape the sector in 2026, according to True Potential CEO, Gerry Mallon
Posted: 7/1/26
Legal & General (L&G) has partnered with HSBC UK to allow customers to directly explore annuities as part of their retirement income options
Posted: 7/1/26
Equities remain the most popular asset class among investment managers, who are moving away from US equities towards Europe and emerging markets, analysis from S&P Dow Jones Indices (S&P DJI) has revealed
Posted: 7/1/26
High net worth individuals (HNWI) are relocating at a faster pace than ever, with migration being driven by ‘deeper concerns’ rather than tax optimisation or luxury living, according to CS Global Partners
Posted: 7/1/26
The latest appointments in the wealth management industry
Posted: 7/1/26
Perspective Financial Group has signed a joint venture with accountancy and professional services group, DJH, to create a new wealth management offering
Posted: 6/1/26
People with no children are significantly less prepared with inheritance plans and wealth planning support than those with children, research from Killik & Co has found
Posted: 6/1/26
Commodities & Natural Resources was the best performing investment trust sector in 2025, producing a return of 61.5 per cent over the year, the Association of Investment Companies (AIC) has revealed
Posted: 6/1/26
This is the final week to enter the Wealth and Asset Management Awards 2026, with the entry deadline closing on Friday 9 January
Posted: 5/1/26
Over a third (37 per cent) of Brits avoid investing any of their savings, compared to 40 per cent in 2015, even though investing has "never been easier", Columbia Threadneedle Investments has stated
Posted: 5/1/26
The Guernsey Financial Services Commission (FSC) has outlined its vision for the future of the island’s financial services sector through digital and sustainable growth
Posted: 5/1/26
Skybound Wealth has introduced a dedicated global tax-planning capability to its Athletes & Creators proposition
Posted: 5/1/26
AJ Bell has announced the launch of a new portfolio in its Gilt MPS range, Gilt MPS 4, which is available through its Investcentre platform
Posted: 5/1/26
Wealth managers and institutional investors see digital asset adoption as a strategic priority for their organisation and have increased their allocations over the past 12 months, analysis from Brava Finance has shown
Posted: 2/1/26
As we usher in a new year, Wealth Investment News takes a look at the potential trends set to shape the wealth management industry in 2026
Posted: 2/1/26
High net worth individuals (HNWI) in the UK see changes to taxation laws and regulation as the biggest threat to their investment portfolios over the long term, research from Argenta Private Capital Limited (APCL) has found
Posted: 2/1/26
Nearly a quarter (23 per cent) of adults took financial action due to pre-Budget speculation, with 20 per cent of those who acted now regretting at least one of their decisions, according to St. James’s Place (SJP)
Posted: 2/1/26
Exchange-traded fund (ETF) provider and asset manager Amundi has launched an ‘ETF-as-a-service’ offering to enable clients to design, launch and scale UCITS ETFs under their own brand
Posted: 1/1/26
The latest appointments in the wealth management industry
Posted: 23/12/25
Utmost Group has announced the sale of its bulk purchase annuity (BPA) arm to JAB Insurance, subject to regulatory approval, to focus on its wealth solutions business
Posted: 23/12/25
Nearly two thirds (63 per cent) of financial executives believe that artificial intelligence (AI) will revolutionise the wealth and asset management sector, according to research from FNZ
Posted: 22/12/25
We take a look back at the first full calendar year of Wealth Investment News, highlighting the top 10 most-read stories from a transformative year for the wealth management industry
Posted: 23/12/25
Charles Stanley has formed a new chief investment office through the merger of its asset management, research, and intermediary sales teams, as it continues its integration with Raymond James
Posted: 22/12/25
The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts continued to outpace 2024/25 levels in the first eight months of the 2025/26 tax year, HMRC’s latest figures have shown
Posted: 19/12/25
The Lang Cat has released data from its Analyser service, revealing the top 10 most popular platforms selected by advisers through the tool in 2025
Posted: 22/12/25
Perspective Financial Group has announced the acquisition of Prosser Knowles Associates for an undisclosed amount
Posted: 19/12/25
Quilter Financial Planning has added five new appointed representative (AR) firms to its advice network
Posted: 18/12/25
High net worth individuals (HNWI) are at risk of failing to secure a lasting legacy that reflects their values in the ‘Great Wealth Transfer’, HSBC Private Bank has warned
Posted: 18/12/25
UK equity markets are on course for their best calendar year since 2013, outpacing the US and other developed markets this year-to-date, according to Fidelity International
Posted: 19/12/25
Global family offices had a ‘defining year’ in 2025 amid heightened complexity, rising professionalism, and greater expectations from clients and regulators, according to Agreus Group
Posted: 18/12/25
Wealthy individuals with at least $1m in investable assets are set to see their investable wealth increase by 45 per cent over the next five years, a report from Altrata has found
Posted: 18/12/25
Corporate activity among investment trusts hit record levels in 2025, with 26 mergers, acquisitions, and liquidations completed this year to date, the Association of Investment Companies (AIC) has revealed
Posted: 17/12/25
High earner, not rich yet (HENRY) households are set to experience an average real reduction in annual purchasing power of more than £15,000 by 2029, according to analysis from IG
Posted: 17/12/25
The latest appointments in the wealth management industry
Posted: 18/12/25
Adviser workloads are set to 'rocket' in the build up to pensions coming into scope of inheritance tax (IHT) as concerned clients seek support with the changes, Standard Life has warned
Posted: 17/12/25
The wave of high net worth individuals (HNWI) leaving the UK is driving a ‘surge’ in expat financial planning demand, according to Holborn Assets
Posted: 17/12/25
Isio has launched a model portfolio service (MPS) for wealth managers and financial advisers
Posted: 17/12/25
Firms looking to offer the Financial Conduct Authority’s (FCA) new targeted support must not neglect the customer vulnerability requirements set out in Consumer Duty, MorganAsh has warned
Posted: 16/12/25
Fund services platform and management company Universal Investment Group (UIG) has announced the launch of an active exchange-traded fund (ETF) offering
Posted: 16/12/25
Integrity365 has acquired fellow Bristol-based firm Brooks Wealth Management (BWM) for an undisclosed amount
Posted: 16/12/25
The Guernsey Financial Services Commission (FSC) has launched a consultation outlining measures aimed at supporting financial services’ adoption of digital finance
Posted: 15/12/25
Rockwealth has received investment from Swedish financial group, Söderberg & Partners, to strengthen the financial planning firm’s infrastructure
Posted: 15/12/25
Wealth managers are ‘rapidly adopting’ digital asset strategies, with the diversification potential of digital assets driving discussions, research from Brava Finance has found
Posted: 15/12/25
Independent financial advisers (IFA) are concerned about pensions coming into scope of inheritance tax (IHT) and income tax for deaths occurring after 75 from April 2027, a survey from Quilter has shown
Posted: 15/12/25
Fintech group Armundia has developed a modular platform for alternative investment funds, designed to cover the entire value chain of fund management
Posted: 15/12/25
The Financial Services Compensation Scheme (FSCS) has announced that 13 firms were declared in default between August and November 2025
Posted: 15/12/25
Quilter Cheviot and global investment firm KKR have collaborated to bring KKR’s evergreen private equity strategy to the UK wealth market
Posted: 12/12/25
UK family offices are allocating funds to natural capital strategies in search of returns, climate risk mitigation, and diversification, according to Foresight Group and Campden Wealth
Posted: 12/12/25
Stablecoin payments will be a priority for the Financial Conduct Authority in 2026, the regulator has revealed
Posted: 11/12/25
Brooks Macdonald has partnered with Firenze to offer its clients access to Lombard lending solutions
Posted: 11/12/25
The gateway for applications to offer targeted support to consumers will open in March 2026 ahead of the new rules coming into effect, the Financial Conduct Authority (FCA) has announced
Posted: 11/12/25
The latest appointments in the wealth management industry
Posted: 11/12/25
Wealth management and financial planning firm Titan Wealth has acquired Bath-based independent financial advice (IFA) company Morgans Limited for an undisclosed sum
Posted: 10/12/25
Nearly half (45 per cent) of high net worth individuals (HNWI) have no written record of what they have gifted to loved ones, research from Charles Stanley has found
Posted: 11/12/25
A group of 19 firms that includes banks, wealth managers, and investment trusts have come together to launch a new investment campaign
Posted: 10/12/25
Wealth management platform Moneybox has partnered with Amundi to bolster its wealth proposition with the launch of three new funds
Posted: 10/12/25
More than half (52 per cent) of UK financial advisers are failing to proactively engage with clients about the ‘Great Wealth Transfer', according to research from Unbiased Pro
Posted: 9/12/25
Law firm JMW has launched a specialist offering aimed at catering to the needs of ultra high net worth individuals (UHNWI) and family offices
Posted: 9/12/25
True Potential has launched a proprietary artificial intelligence (AI) tool that aims to develop how advisers and clients work, helping drive better financial outcomes
Posted: 10/12/25
Discretionary managed portfolio service (MPS) assets increased by 32 per cent year-on-year to £190bn at the end of September 2025, analysis from NextWealth has revealed
Posted: 9/12/25
The Financial Conduct Authority (FCA) has published a package of consultations and rules aimed at improving investment culture in the UK, covering retail and professional investors, and wholesale markets
Posted: 8/12/25
Amati Global Investors has completed the buyout of Mattioli Woods’ 49 per cent stake in the company to become an independent firm
Posted: 8/12/25
Billionaires’ heirs have inherited a record $297.8bn in 2025 as global billionaire wealth reached a new high this year, according to a report from UBS
Posted: 8/12/25
UK retail investors withdrew a net £4.5bn from funds in October, the latest figures released by the Investment Association (IA) have shown
Posted: 8/12/25
Advice firms in the UK are seeking innovative solutions to scale personalised, high-quality advice amid mounting pressures from fragmented tech, regulatory complexity, and a widening client expectation gap, according to Ortec Finance and NextWealth
Posted: 8/12/25
The reduction in venture capital trust (VCT) income tax relief risks undermining growth and negating the positive impact changes to the Enterprise Investment Scheme (EIS) will have on UK businesses, Rathbones has warned
Posted: 8/12/25
Schroder Investment Solutions (SIS) has announced plans to launch a new blended model portfolio service (MPS) and add seven new component funds to its Active Model Portfolios
Posted: 8/12/25
The latest appointments in the wealth management industry
Posted: 5/12/25
The UK remains a ‘powerhouse’ in the global family office landscape but lacks focus on succession planning, according to a report from Agreus
Posted: 5/12/25
Wealth and investment manager Bordier UK has completed a strategic review of its services and introduced a series of changes to its proposition
Posted: 5/12/25
Multrees Investor Services has partnered with Lombard lending solution provider Firenze to make portfolio-backed lending accessible to more wealth managers and their clients
Posted: 5/12/25
The number of people paying higher or additional rate income tax in England has risen by 88 per cent over the past five years, analysis of Office for National Statistics data by Price Bailey has shown
Posted: 5/12/25
Independent financial advisers (IFAs) should prioritise governance conversations with their investment partners, Hymans Robertson Investment Services (HRIS) has urged
Posted: 4/12/25
Wealth managers and advisers believe the cut in venture capital trust (VCT) tax relief from 30 per cent to 20 per cent will hit fundraising, a survey by Calculus Capital has shown
Posted: 4/12/25
Global investment manager Sarasin & Partners has launched a new Shariah investment service
Posted: 4/12/25
The latest appointments in the wealth management industry
Posted: 4/12/25
Global wealth platform FNZ has published a roadmap for wealth management firms looking to utilise artificial intelligence (AI) to advance their businesses
Posted: 4/12/25
The Financial Conduct Authority (FCA) is to work alongside financial services firms to test artificial intelligence (AI) and better understand its potential benefits and risks
Posted: 3/12/25
Adviser demand for flexible inheritance tax (IHT) solutions has increased amid concerns that pension reforms, client inertia, and policy uncertainty are leaving families exposed to potential IHT liabilities, according to Foresight Group
Posted: 3/12/25
A lack of clear profiles for target clients is limiting advisers' growth opportunities, Aegon and NextWealth have warned, after research found that just 22 per cent had developed defined profiles for clients they want to attract to their proposition
Posted: 3/12/25
Wealth managers and institutional investors believe that regulatory uncertainty is the largest barrier to building a digital asset allocation strategy, analysis from Brava Finance has shown
Posted: 3/12/25
The November Budget was not as bad as advisers feared it would be for their clients and firms, although frustrations over ‘endless tinkering’ remain, according to The Lang Cat
Posted: 3/12/25
More than half of financial advisers have seen their business impacted by poor service from platforms, new research by Parmenion has indicated
Posted: 2/12/25
Financial advice firms are lacking full artificial intelligence (AI) policies, with many citing compliance and regulation as barriers to adoption of the technology, a report from NextWealth has shown
Posted: 2/12/25
EFG International has announced plans to integrate BlackRock’s Aladdin Wealth technology into its advisory platform
Posted: 2/12/25
Wealth management firm Foster Denovo has extended its partnership with Third Financial, signing an agreement to develop a bespoke adviser-as-a-platform (AaaP) solution
Posted: 2/12/25
The Financial Conduct Authority (FCA) has published a consultation on proposals to make environmental, social, and governance (ESG) ratings more transparent, reliable, and comparable
Posted: 2/12/25
Clifton Wealth Partnership has acquired Welsh financial planning firm Lifestyle Financial Advice for an undisclosed amount
Posted: 2/12/25
Quilter Financial Planning has announced the addition of a further five appointed representative (AR) firms to its advice network
Posted: 1/12/25
Wealth and investment firms have backed the launch of new ‘Investing in Britain’ online hubs, which are set to launch next year
Posted: 1/12/25
The latest appointments in the wealth management industry
Posted: 1/12/25
Guernsey-based Arolla Partners has launched a fiduciary consultancy service for family offices, multi-family offices, and fiduciary service providers
Posted: 1/12/25
Changes to the administrative process needed to bring pensions into the scope of inheritance tax (IHT) are expected to "ease the pain" for personal representatives (PRs), who were previously told they would be required to handle the reporting and payment of IHT
Posted: 1/12/25
WPS Advisory has partnered with Moneyhub to improve the financial advice journey through its digital offering, LifeStage Money
Posted: 28/11/25
Wealthy investors are losing faith in the UK as a place to start a business and invest, and believe not enough is being done to support wealth creators, according to Wealth Club
Posted: 27/11/25
Jersey-based wealth and asset manager Team plc has agreed a £12.7m all-share deal with the board of WH Ireland to acquire the UK-based advisory firm
Posted: 27/11/25
The government has capped inheritance tax (IHT) trust charges for former non-doms at £5m per 10-year cycle in its Autumn Budget
Posted: 27/11/25
Tax changes announced in the Autumn Budget and the leak of related Office for Budget Responsibility (OBR) documents prior to the Chancellor’s speech could accelerate an exodus of affluent individuals from the UK, industry figures have warned
Posted: 26/11/25
Capital gains tax (CGT) relief on disposals to employee ownership trusts (EOT) has been reduced to 50 per cent, effective from November 2025, the government has announced
Posted: 26/11/25
The government has announced plans to increase income tax rates on property, savings, and dividends in its Autumn Budget
Posted: 26/11/25
Chancellor, Rachel Reeves, is set to extend the freeze on income tax thresholds until 2030/31 and introduce national insurance (NI) charges on salary sacrifice pension contributions above £2,000
Posted: 26/11/25
The government will introduce a high-value council tax surcharge on properties worth more than £2m from April 2028, Chancellor, Rachel Reeves, has announced
Posted: 26/11/25
High net worth (HNW) and ultra HNW investors should not underestimate the resilience of the US economy, as tech-driven productivity growth is outweighing concerns about the economic cycle being in its late stage, according to HSBC Private Bank
Posted: 26/11/25
Investment management firm 7IM has partnered with Cloud Direct to accelerate its digital transformation, aiming to enhance the adviser and client experience
Posted: 26/11/25
The latest appointments in the wealth management industry
Posted: 26/11/25
Almost all advisers working with high net worth individuals (HNWI) believe those with a net worth of more than £2m will see an increase in taxes in the Budget, research from Wealth Club has shown
Posted: 26/11/25
A knowledge gap among high net worth individuals (HNWI) on tax allowances is leaving them vulnerable to tax changes and leading to allowances not being used to their full potential, Charles Stanley has warned
Posted: 25/11/25
Fund managers are bullish heading into 2026 despite artificial intelligence (AI) and private credit bubble concerns, according to analysis from Quilter
Posted: 25/11/25
The deadline to enter the Wealth and Asset Management Awards 2026 has been extended to 9 January 2026
Posted: 25/11/25
Craven Street Wealth has acquired independent chartered financial planning firm Pharon Independent Financial Advisers for an undisclosed sum
Posted: 25/11/25
High net worth (HNW) families have been encouraged to act quickly to prepare for a “significant shift” in estate planning strategy ahead of pensions coming into scope of inheritance tax (IHT) from April 2027
Posted: 24/11/25
Changes to capital gains tax (CGT) have driven a surge in the number of clients needing support with calculating CGT liabilities, according to data from Financial Software Ltd (FSL)
Posted: 24/11/25
Quilter Cheviot has launched a personalised discretionary decumulation offering, the Tailored Income Service, aimed at supporting clients in meeting their retirement goals
Posted: 24/11/25
Just over a third (36 per cent) of high net worth (HNW) charity donors have discussed the tax efficiency of their giving with a financial adviser in the past two years, research from the Charities Aid Foundation (CAF) has found
Posted: 24/11/25
Almost all (95 per cent) clients receiving ongoing financial advice believe it is helping them reach and stay on track for their financial goals, research from St. James’s Place (SJP) has revealed
Posted: 21/11/25
The latest appointments in the wealth management industry
Posted: 21/11/25
Shackleton Advisers has announced the completion of a majority investment from funds managed by Lee Equity Partners after receiving approval from the Financial Conduct Authority (FCA)
Posted: 21/11/25
There has been an increase in engagement with financial advice this year, according to new research by Aviva
Posted: 21/11/25
The government’s inheritance tax (IHT) receipts have continued to rise, reaching £5.2bn in the first seven months of the 2025/26 financial year, the latest figures from HMRC have shown
Posted: 21/11/25
Inheritance tax (IHT) has been labelled as the most unfair tax by Brits, new research from Canada Life has revealed
Posted: 20/11/25
Financial advisers in the UK have increased allocations to alternatives and emerging markets (EM) as they look to diversity portfolios to strengthen their resilience, according to Schroders
Posted: 20/11/25
The Financial Conduct Authority (FCA) has launched a consultation on proposals to introduce a UK equity consolidated tape aimed at increasing capital investment and liquidity in equity markets
Posted: 20/11/25
The perceived value of financial advice is rising among clients amid continued speculation around the upcoming Budget and market uncertainty, analysis from Royal London has shown
Posted: 20/11/25
High net worth individuals (HNWI) expect the number of wealthy people leaving the UK to continue increasing over the next three years, according to research by Wealth Club
Posted: 20/11/25
Titan Wealth has announced its intention to acquire the South Wales-based advisory firm, Thomas Carroll Independent Financial Advisers (IFA), from Thomas Carroll Group
Posted: 18/11/25
NextWealth has launched a new artificial intelligence (AI) directory aimed at supporting financial advice professionals in knowing how and where to start when selecting an AI tool or partner
Posted: 19/11/25
Amundi and ICG have announced a long-term strategic and equity partnership to develop and distribute products that give wealth investors access to differentiated private markets strategies
Posted: 19/11/25
The latest appointments in the wealth management industry
Posted: 19/11/25
The number of ISA millionaires has hit a record high of 5,070, according to new figures from money app Plum
Posted: 18/11/25
The Financial Conduct Authority (FCA) has granted regulatory approval for Marylebone Partners to join Brown Advisory, with change of control expected to take place on 21 November
Posted: 18/11/25
The number of new managed portfolio launches has slowed considerably following a period of rapid expansion between 2018 and 2022, analysis from Morningstar has shown
Posted: 18/11/25
Independent financial advisers (IFA) are reporting significant concerns and changes to financial behaviour among their clients amid speculation about which policies the government may alter at the Budget later this month
Posted: 18/11/25
Law firm Lawrence Stephens has announced the launch of a multi-family office platform, LS Private, to provide governance, oversight, and operational support
Posted: 18/11/25
Standard Life has launched its new Flexible Reversionary Plan (FRP) as it looks to improve its existing trust range and bolster its range of inheritance tax (IHT) planning solutions
Posted: 17/11/25
Paraplanners are increasingly using artificial intelligence (AI) and digital tools to meet the challenges posed by rising regulatory pressures, according to Scottish Widows
Posted: 17/11/25
The latest appointments in the wealth management industry
Posted: 17/11/25
Quilter has announced that its WealthSelect managed portfolio service (MPS) is now available on the Transact platform
Posted: 17/11/25
The number of global family offices increased to 8,000 in 2025 and is forecast to reach 10,700 by 2035, according to a report from Savills
Posted: 14/11/25
Chancellor, Rachel Reeves, has reportedly dropped plans to introduce an exit tax on the business assets of high net worth individuals (HNWI) leaving the UK
Posted: 14/11/25
Global wealth management platform FNZ has raised $650m in new equity funding from its existing institutional shareholders
Posted: 14/11/25
The Financial Conduct Authority (FCA) has hailed its forthcoming targeted support framework as a “revolutionary” step in helping pension savers make more informed decisions, although industry experts have cautioned that data privacy barriers could limit its reach
Posted: 14/11/25
Jersey-based wealth and asset manager Team plc is in discussions with WH Ireland regarding a possible offer for the entire issued and to be issued share capital of the firm
Posted: 13/11/25
Financial advisers lack confidence in the economic policy agenda in the UK, with clients reporting concerns around tax and retirement planning, analysis from Unbiased Pro has revealed
Posted: 13/11/25
The latest appointments in the wealth management industry
Posted: 13/11/25
Quilter Cheviot has increased the overall risk exposure of its managed portfolio service (MPS) by adding to its global equity allocation in its latest rebalance
Posted: 13/11/25
Wealth management group Verso has extended its strategic partnership with Nucleus, transferring the custodial operations of its investment management business to Third Financial as part of a five-year deal
Posted: 13/11/25
Chancellor, Rachel Reeves, will not make any changes to the tax-free pension lump sum allowance in the upcoming Budget, officials have confirmed
Posted: 12/11/25
Evelyn Partners Group has agreed to sell its employee benefits consultancy arm, Evelyn Partners Financial Services (EPFS), to Howden for an undisclosed amount
Posted: 12/11/25
UK-based wealth technology provider Contengo has been acquired by FE Fundinfo for an undisclosed sum
Posted: 11/11/25
High net worth individuals (HNWI) are taking tax-free lump sums from their pensions and changing investment strategies in anticipation of tax changes in the Budget later this month, research commissioned by Wealth Club has found
Posted: 12/11/25
International financial services holding company Great-West Lifeco has expanded in the UK with the launch of Keyridge Asset Management, providing UK-based wealth advisers with access to its investment management capabilities
Posted: 11/11/25
Net retail outflows fell from £1.8bn in August to £505m in September, bringing total outflows in the third quarter of 2025 to £2.7bn, data from the Investment Association (IA) has shown
Posted: 11/11/25
The number of Greek ‘Golden Visas’ granted to UK citizens has increased by 48.9 per cent over the past year, driven by UK-based high net worth individuals (HNWI) looking to relocate, according to Astons
Posted: 11/11/25
The latest appointments in the wealth management industry
Posted: 11/11/25
Rosemount Financial Solutions (IFA) added 16 new advisers to its ranks in the third quarter
Posted: 11/11/25
The deadline to enter the Wealth and Asset Management Awards 2026 has been extended to 21 November
Posted: 10/11/25
Uncertainty around future tax changes is taking a toll on financial confidence among consumers, a study from Quilter has indicated
Posted: 10/11/25
Global entrepreneurs see the UK as one of the top destinations to conduct business, with only Singapore ranking higher in terms of appeal, a report from HSBC Private Bank has shown
Posted: 10/11/25
Twelve Wealth Management (TWM) has announced the acquisition of Smith Hobbs Wealth Management for an undisclosed sum
Posted: 10/11/25
The government should adopt an investment-led approach in the Autumn Budget and resist further taxes on wealth, Rathbones has argued
Posted: 10/11/25
Chancellor, Rachel Reeves, is reportedly considering the introduction of an exit tax on the business assets of high net worth individuals (HNWI) leaving the UK, with figures from the wealth industry warning against the move
Posted: 10/11/25
Azets Wealth Management has agreed to acquire chartered financial planner, Evans Falco, as it looks to expand its business into the South West
Posted: 7/11/25
Advisers have called for a reduction in administrative burden as they are spending just a third (33 per cent) of their working day with their clients, according to research from Fidelity Adviser Solutions
Posted: 7/11/25
Advised platforms saw gross sales increase to record levels in the third quarter of 2025, although outflows spiked to new highs after two quarters of consecutive falls, analysis from The Lang Cat has revealed
Posted: 7/11/25
Utmost Group has completed the integration of Lombard International, which has been rebranded as Utmost Luxembourg
Posted: 7/11/25
Private investors are planning to increase their allocations to private markets in the future as they view the sector as an attractive route for capital appreciation and diversification, according to Barclays Private Bank and Wealth Management
Posted: 6/11/25
Private markets platform Titanbay and private markets investment manager Adams Street Partners have announced a private wealth solutions partnership
Posted: 5/11/25
InvestAcc Group has completed its acquisition of the AJ Bell Platinum self-invested personal pension (SIPP) and small self-administered scheme (SSAS) business
Posted: 6/11/25
The total net worth of the billionaire class increased by 10.3 per cent to a record $13.4trn in 2024, the third consecutive year of rising billionaire wealth, Altrata has revealed
Posted: 5/11/25
Speculation around which taxes Chancellor, Rachel Reeves, plans to increase in the Autumn Budget later this month has ramped up after she delivered an ‘unprecedented’ pre-Budget speech warning of a struggling economy
Posted: 5/11/25
Financial advice and wealth management clients planning for inheritance tax (IHT) are increasing their use of business relief solutions in the build up to changes coming into effect from April
Posted: 5/11/25
Financial planning and accounting firm Old Mill and its outsourced finance division Brook Financial have merged with Kinbrook Group
Posted: 5/11/25
The latest appointments in the wealth management industry
Posted: 5/11/25
Evelyn Partners has reported a 7.3 per cent annual rise in assets under management (AuM) to a record high £67bn in Q3
Posted: 4/11/25
The government should make "major changes" to ensure that the new rules to bring unused pensions into the scope of inheritance tax (IHT) are implemented "fairly and effectively", LCP has said
Posted: 4/11/25
Schroders Wealth Management has made six appointments to its global leadership team as it seeks to drive growth and deliver on its strategic ambition
Posted: 4/11/25
Advisers are abandoning inflation protection while showing greater interest in funds with the potential of preserving capital, according to Titan Square Mile’s latest Market Intelligence Report
Posted: 4/11/25
UK-based wealth management firm Bentley Reid has announced the opening of its Dubai office, Bentley Reid (DIFC) Limited
Posted: 4/11/25
BRI Wealth Management has completed the acquisition of Gloucestershire-based financial advisory firm FutureFocus Advisory Limited
Posted: 4/11/25
Wealthtech firm Allfunds has reported a 17.9 per cent year-on-year jump in its total assets under administration (AuA)
Posted: 31/10/2025
Standard Chartered has seen its operating income increase by 28% in its wealth solutions division, rising to $890m in the third quarter
Posted: 31/10/2025
More than two fifths (42 per cent) of people aged 50 and over are facing a retirement savings shortfall of at least a decade, research from Fidelity International, in partnership with the National Innovation Centre for Ageing (NICA), has revealed
Posted: 31/10/2025
The Financial Conduct Authority (FCA) has published a review of consolidations in the wealth management and financial advice sector, highlighting a need for "clear structure, strong governance and risk management processes"
Posted: 31/10/2025
Barnett Waddingham (BW) has reported a 12.8 per cent rise in revenue for the 2024/25 financial year, reaching £181m in what it described as a year of “standout commercial success” and post-acquisition integration with the Howden Group
Posted: 30/10/2025
Over half of UK expats living overseas feel better financially than 12 months ago, a study by Hoxton Wealth has shown
Posted: 30/10/2025
Over £5bn is sitting in old equity index fund share classes charging over 0.5% in fees, analysis by Vanguard Asset Management has highlighted
Posted: 30/10/2025
The Financial Conduct Authority (FCA) has issued a warning to investors in contracts for difference (CFDs) not to give up consumer protections
Posted: 30/10/2025
Forty-seven per cent of wealth managers and institutional investors already investing in digital assets have a stablecoin strategy, while 52% are developing one, new findings from Brava Finance have shown
Posted: 29/10/2025
Three in five (60%) family offices have opened new offices in different jurisdictions around the world in the past five years, research by Ocorian has revealed
Posted: 29/10/2025
Individual investors are considering investing in secondaries as interest in private markets investing grows, according to new research from Wealth Club
Posted: 29/10/2025
Research Affiliates has announced the launch of the Systematic Global Active Equity (SAE) Fund, a UCITS fund domiciled in Ireland introduced by Russell Investments
Posted: 29/10/2025
Charles Stanley has chosen the SS&C Hubwise platform to make its model portfolio services (MPS) ranges available for independent financial advisers
Posted: 28/10/2025
Weatherbys Private Bank has launched an execution-only platform to enable clients to trade shares, ETFs, bonds and funds
Posted: 28/10/2025
International bonds are increasingly growing in favour among advisers, according to new findings from Canada Life UK
Posted: 28/10/2025
Forty-seven per cent of advisers have reported that their clients are cutting pension contributions to invest in inheritance tax (IHT) solutions, new research by Downing has indicated.
The investment manager, which interviewed 100 UK financial advisers and wealth managers, noted the trend comes ahead of the deadline for unused pension funds being included in estates
The investment manager, which interviewed 100 UK financial advisers and wealth managers, noted the trend comes ahead of the deadline for unused pension funds being included in estates
Posted: 28/10/2025
Hoxton Wealth has completed the acquisition of Manchester-based Haven IFA and added £140m in assets under management (AUM) to the group
Posted: 27/10/2025
Wealth management platform Stratiphy has launched a new crowdfunding campaign on Crowdcube
Posted: 27/10/2025
Almost a fifth (19 per cent) of high-net-worth individuals (HNWIs) aged 55 and over are unaware that unused private pensions will be liable for inheritance tax (IHT), Charles Stanley research has found
Posted: 27/10/2025
Clifton Wealth Partnership (CWP) has launched Wesleyan’s smoothed with profits fund on its in-house investment platform, Morgan Lloyd Invest, which is designed to provide flexibility to financial planners and their clients
Posted: 27/10/2025
Quilter has seeded a new fund to be included in its Responsible portfolios in the WealthSelect managed portfolio service (MPS)
Posted: 24/10/25
Advisers are reporting heightened anxiety amongst their clients in the build up to the Budget in November, with some clients taking irreversible action in response to speculation, research from Royal London has revealed
Posted: 24/10/25
Advisers who can harness artificial intelligence (AI) will be able to dedicate more time to being ‘genuine’ financial planners, rather than being fund pickers or product sellers, according to EV managing director, Chet Velani
Posted: 24/10/25
Nearly one in three (30 per cent) independent financial advisers (IFA) are planning to sell their business or are considering their options for a potential sale, a survey from AFH Wealth Management has revealed
Posted: 24/10/25
The number of investment trust investors who vote their shares has risen over the past two years, analysis from the Association of Investment Companies (AIC) has shown
Posted: 24/10/25
The UK is on the brink of its largest intergenerational wealth transfer in history, with between £5.5trn and £7trn to pass between generations over the next 30 years, according to a report from Heligan Wealth Management
Posted: 24/10/25
AFH Wealth Management has announced the acquisition of St Albans-based financial planning firm Avidity Wealth Management for an undisclosed sum
Posted: 24/10/25
The latest appointments in the wealth management industry
Posted: 24/10/25
The Dormant Assets Scheme has expanded into the investment and wealth management sector, with Jupiter, J.P. Morgan, Janus Henderson, and Schroders announced as the first participants
Posted: 23/10/25
Quilter has recorded a 48 per cent year-on-year increase in its net inflows, which totalled £2.2bn in the third quarter
Posted: 23/10/25
Gibraltar-based private bank Turicum has acquired a majority stake in UK-based wealth management firm Hassium Asset Management for an undisclosed sum
Posted: 23/10/25
The top 1 per cent of taxpayers are responsible for 33 per cent of the total income tax and capital gains tax (CGT) paid in the UK, a freedom of information (FOI) request from Wealth Club has revealed
Posted: 23/10/25
Financial advice professionals’ confidence remains high in 2025 but is being offset by ‘persistent vulnerabilities’, according to research from NextWealth
Posted: 23/10/25
Firenze has partnered with Parmenion to provide the platform’s clients and advisers with access to Lombard lending
Posted: 23/10/25
Younger financial advisers are more likely to be working with newer clients, a study by NextWealth and Aegon has indicated
Posted: 22/10/25
More than a third (36 per cent) of high net worth individuals (HNWI) believe that the government will raise inheritance tax (IHT) again at the Autumn Budget, research from Saltus has found
Posted: 22/10/25
Wealth management firms in the Channel Islands have been encouraged to consider improving access to alternatives and targeting technology investment amid slowing real-terms growth
Posted: 22/10/25
The number of Failure to Notify penalties issued by HMRC for capital gains tax (CGT) have more than doubled over the past two tax years, a freedom of information (FOI) request by Financial Software Ltd (FSL) has revealed
Posted: 22/1025
Retirement investment solution providers should “seize the day” amid rising asset levels that are providing opportunities for innovation, according to a report from NextWealth
Posted: 21/10/25
At least 1,800 non-doms have left the UK since the abolition of the non-dom regime in April 2025, according to a report from consultancy Chamberlain Walker
Posted: 21/10/25
The Financial Conduct Authority (FCA) should reconsider its proposed changes to the targeted support regime, as they risk causing confusion, affecting consumer confidence, and introducing unnecessary operational challenges for firms, The Investing and Saving Alliance (TISA) has said
Posted: 21/10/25
Ultra high net worth individuals’ (UHNWI) asset allocation strategies are shifting in response to geopolitical instability, the interest rate environment, digital innovation, and an accelerating generational wealth transfer, according to a report from Altrata
Posted: 21/10/25
Inheritance tax (IHT) receipts continued to rise in the first six months of 2025/26, increasing by £125m (3 per cent) year-on-year to £4.39bn between April and September 2025, the latest figures from HMRC have shown
Posted: 21/10/25
Wealth services provider Highvern has announced the ‘evolution’ of its private wealth and fiduciary services into a comprehensive private capital proposition
Posted: 20/10/25
The latest appointments in the wealth management industry
Posted: 20/10/25
Defaqto has launched MPS Comparator performance averages for passive and active portfolios
Posted: 20/10/25
Quilter has announced the launch of the Quilter Investors Absolute Equity Fund, a sub-advised mandate for use within the WealthSelect managed portfolio service (MPS)
Posted: 20/10/25
Titan Wealth Group and Third Financial have announced an extension of their strategic partnership, with Third to provide an adviser as a platform solution to Titan’s Wealth Planning division
Posted: 17/10/25
Almost a quarter (23 per cent) of family offices are fully prepared for the succession of the next generation as succession planning grows in importance, research by Ocorian has found
Posted: 17/10/25
Almost all (99 per cent) wealth managers and financial advisers are expecting tax rises in the Budget next month, with employee national insurance and corporation tax increases the most likely, according to research from Downing
Posted: 17/10/25
The introduction of a wealth tax could shift £100bn of wealth overseas or into less productive assets, according to Rathbones Group
Posted: 17/10/25
The winners of the MoneyAge Awards 2025 were announced on Wednesday night at a gala ceremony
Posted: 17/10/25
The Financial Conduct Authority (FCA) has set out its plans to support tokenisation, including guidance to provide clarity to firms and increase the adoption of the new technology
Posted: 16/10/25
Wealth manager and financial adviser sentiment towards ESG has worsened amid poor performance, slowing client demand, and persistent scepticism, according to the Association of Investment Companies (AIC)
Posted: 16/10/25
The value of global private assets funds is forecast to increase by 70 per cent over the next five years to $23.9trn, according to Ocorian’s Global Assets Monitor
Posted: 16/10/25
Greenbank, the ethical and sustainability arm of Rathbones Group, has partnered with the UK Sustainable Investment and Finance Association (UKSIF) to publish a new guide that aims to ‘demystify’ sustainability fund labels
Posted: 16/10/25
AJ Bell has announced the successful integration of digital advice software platform, Dynamic Planner
Posted: 15/10/25
London-based wealth management and financial planning firm Clove is set to launch next year after raising £10m in pre-seed funding
Posted: 15/10/25
Wealth portfolio allocations to private markets are set to stagnate over the next two to three years, with growth being constrained by cost, liquidity, and transparency concerns, according to a report from the Thinking Ahead Institute (TAI)
Posted: 15/10/25
Skybound Wealth has partnered with private education provider GEMS Education to launch an initiative aimed at supporting families with tailored financial wellbeing programmes and advice
Posted: 15/10/25
Titan Wealth has reached an agreement to acquire Blacktower Group for an undisclosed sum, adding £2.2bn to the firm’s assets under management (AUM)
Posted: 14/10/25
The Institute for Fiscal Studies (IFS) has warned the government against introducing an annual wealth tax in the upcoming Budget in November
Posted: 14/10/25
The Investment Association (IA) has opened applications for the ninth cohort of its annual Engine Innovator Programme, a fintech accelerator for the investment management industry
Posted: 14/10/25
Wealth manager Rathbones has launched a new charity-authorised investment fund, the Rathbones Charity Growth & Income Fund (CAIF)
Posted: 14/10/25
Independent financial advisers (IFAs) have reported a surge in enquiries, with 68 per cent suggesting that clients wanting to make changes ahead of the Budget is their biggest challenge, according to research from Rathbones
Posted: 13/10/25
The latest appointments in the wealth management industry
Posted: 13/10/25
St. James’s Place (SJP) has expanded its multi-asset Polaris range with the addition of four risk-rated funds-of-funds
Posted: 13/10/25
AJ Bell has launched a range of financial planning tools, developed in partnership with Mabel Insights, for advisers through AJ Bell’s Investcentre platform
Posted: 13/10/25
High net worth (HNW) art collectors need to combine their passion for collecting with a strategic purpose to make sure their investments maintain their value over the long term, HSBC Private Bank has argued
Posted: 10/10/25
Quilter Financial Planning, the financial advice network of Quilter, has announced the addition of eight new appointed representative (AR) firms to its advice network
Posted: 10/10/25
WH Ireland shareholders have rejected plans to sell the firm's wealth management business and delist the company from the Alternative Investment Market (AIM)
Posted: 9/10/25
Lloyds Banking Group has acquired full ownership of Schroders Personal Wealth (SPW), acquiring Schroders’ 49.9 per cent stake in exchange for its 19.1 per cent stake in Cazenove Capital
Posted: 9/10/25
The UK remains an attractive jurisdiction for family offices despite a ‘very challenging’ economic backdrop and tax landscape, according to a report from Agreus Group and KPMG
Posted: 9/10/25
Benchmark Capital has partnered with Amicable to support advisers helping families with wealth transfer discussions
Posted: 9/10/25
The latest appointments in the wealth management industry
Posted: 9/10/25
Wealth management firm Titan Wealth has announced a strategic partnership with Premier Sports Network (PSN) to launch a dedicated sports division
Posted: 9/10/25
Plans to bring unused pension funds and death benefits into the scope of inheritance tax (IHT) could create “considerable additional burdens” for administrators and personal representatives (PR), The Society of Pension Professionals (SPP) has warned
Posted: 8/10/25
Almost all (98 per cent) UK high net worth individuals (HNWI) are giving money to charity, but only 33 per cent are getting proactive engagement from financial advisers, a report from Barclays Private Bank and Wealth Management has found
Posted: 8/10/25
Exchange traded product (ETP) issuer 21Shares has partnered with wealth management platform Stratiphy to give UK investors access to crypto ETP
Posted: 8/10/25
The latest appointments in the wealth management industry
Posted: 8/10/25
Financial planning business Finli Group has announced the acquisition of a further four firms, bringing its total number of acquisitions so far this year to 18
Posted: 8/10/25
Private client portfolio performance remained strong in the third quarter of 2025, but sentiment towards bonds among chief investment officers worsened amid uncertainty over interest rates, according to ARC Research
Posted: 7/10/25
Model portfolio services (MPS) continued to dominate sales in the UK financial adviser distribution channel in the first half of 2025, analysis from ISS Market Intelligence (MI) has shown
Posted: 7/10/25
Nearly a quarter (23 per cent) of UK adults plan to increase their gifting in a bid to manage their inheritance tax (IHT) bills, research by Hargreaves Lansdown has found
Posted: 7/10/25
SEI has announced a strategic partnership between SEI Investments (Europe) Limited and UK wealth infrastructure provider Graphene
Posted: 7/10/25
UK retail investors withdrew a net £1.8bn from funds in August, a figure significantly up from July’s £277m, new data from the Investment Association (IA) has revealed
Posted: 6/10/25
Advisers and wealth managers are reporting an increase in enquiries about inheritance tax (IHT) planning ahead of the Budget in November, with demand for support on estate planning continuing to rise, research from Downing has found
Posted: 6/10/25
Wealth management group Fairstone has acquired Norfolk-based financial advisory firm Allen Tomas & Co
Posted: 6/10/25
The Ultra High Net Worth (UHNW) Institute has launched the Single Family Office (SFO) Circle, a global community aimed at providing support for SFO professionals
Posted: 6/10/25
Trade body PIMFA has called on policymakers to provide greater “clarity, consistency and proportionality” in their communications to the wealth and financial advice sector
Posted: 3/10/25
Mercer has completed the acquisition of London-based investment advisory and model portfolio service (MPS) provider Fundhouse
Posted: 3/10/25
ARC Group has completed the sale of its subsidiary ARC Research to S&P Dow Jones Indices (DJI) and announced plans to develop its multi-family office services
Posted: 3/10/25
Digital savings and investment platform NuWealth, which is part of wealth manager Quilter, has rebranded as Quilter Invest
Posted: 3/10/25
The latest appointments in the wealth management industry
Posted: 3/10/25
UK-based family offices’ investment appetite for private equity and venture capital fell ‘sharply’ between 2024 and 2025, research from AYU has revealed
Posted: 2/10/25
The Financial Conduct Authority (FCA) has stressed that "full-fat advice will continue to have an important role to play" even with the introduction of targeted support, also sharing further details on how targeted support complaints will be dealt with
Posted: 2/10/25
JPMorgan has announced plans to replace the Nutmeg brand and offer its services on a new wealth management and investment business JPMorgan Personal Investing
Posted: 2/10/25
The global ultra high net worth (UHNW) population is expected to increase by 31 per cent to approximately 677,000 individuals by 2030, according to a report from Altrata
Posted: 2/10/25
Investing and trading platform IG has been granted a cryptoasset licence by the Financial Conduct Authority (FCA)
Posted: 2/10/25
The Financial Conduct Authority (FCA) has launched a further consultation on targeted support, emphasising that it wants to help those firms that want to provide targeted support to get ready "quickly"
Posted: 1/10/25
Quilter’s WealthSelect managed portfolio service (MPS) has taken profits from its equity allocations to top up exposure to fixed income and alternatives in its latest quarterly rebalance
Posted: 1/10/25
Apex Group has launched an AI-powered WealthTech platform that aims to expand access to private markets for retail investors
Posted: 1/10/25
The rapid rise of investors who made their fortune through cryptocurrency is compelling wealth managers, governments, and tax authorities to confront the ‘uncomfortable reality’ that the asset class does not have a ‘home address’, according to Henley & Partners
Posted: 1/10/25
Clients are increasingly accessing their tax-free pension allowance to gift to younger generations amid inheritance tax (IHT) changes and Budget speculation, according to Forvis Mazars
Posted: 30/9/25
More than one in 10 (11 per cent) high net worth (HNW) business owners are considering moving wealth to the UK, the second most popular country for attracting international wealth, according to a report from HSBC Private Bank
Posted: 30/9/25
Rathbones has renewed its membership of the UK Stewardship Code after receiving accreditation following the publication of its latest Stewardship Code Compliance Statement
Posted: 30/9/25
Thematic investment manager Sarasin & Partners has announced plans to relocate its London office after more than 20 years at Juxon House
Posted: 30/9/25
Wealth Investment News editor, Jack Gray, discusses the increasingly important role platforms are playing in the wealth management sector and how this is changing the advice profession
Posted: 29/9/25
Two fifths (40 per cent) of UK investors would be more likely to invest in cryptocurrency if their investment platform, adviser, or bank offered access to the asset class, research from WisdomTree has found
Posted: 29/9/25
Schroders has launched its first active exchange traded funds (ETF) in Europe, building on its existing ETF capabilities in the US and Australia
Posted: 29/9/25
The latest appointments in the wealth management industry
Posted: 29/9/25
Merger & acquisition (M&A) activity in the wealth management sector is set to surge over the next 12 months, according to report from law firm White & Case LLP
Posted: 26/9/25
Jacobi has partnered with Charles River Investment Management Solution (IMS) to support wealth managers and institutional asset managers in scaling their model portfolio capabilities
Posted: 26/9/25
High net worth individuals’ (HNWI) confidence in the UK economy increased in the second half of 2025, although anxiety remains high amid widespread anticipation of potential tax rises in the upcoming Budget
Posted: 26/9/25
Raw Knowledge has launched a new managed smart data platform for the wealth and investment management sector
Posted: 26/9/25
The government’s draft inheritance tax (IHT) reforms have been labelled “unworkable” by trade association PIMFA
Posted: 25/9/25
High net worth (HNW) clients are increasingly seeking inheritance tax (IHT) and estate planning advice as speculation builds ahead of the autumn Budget, according to Rathbones Group
Posted: 25/9/25
Advice firms are adopting different approaches in response to their frustration at the challenges posed by fragmented systems and poor integrations, according to NextWealth
Posted: 25/9/25
Financial organisations in Guernsey have jointly commissioned a Finance Sector Policy Framework, aiming to identify opportunities for the finance sector to grow, diversify, and become more competitive over the next five to 10 years
Posted: 25/9/25
The Flower Group has announced the launch of an all-in-one data analysis tool that aims to support the commercial growth of financial planning businesses
Posted: 25/9/25
Wealth managers are increasing clients’ exposure to investment trusts, with attractive discounts, exposure to specialist assets, and strong performance the key factors driving investment
Posted: 24/9/25
Adviser platform group Nucleus has announced the launch of a new CPD learning zone for advisers
Posted: 24/9/25
The latest appointments in the wealth management industry
Posted: 24/9/25
UK-based fund fees and expense data provider Fitz Partners has been acquired by Belgian regulatory and risk solution provider RiskConcile, in partnership with private equity firm Main Capital Partners
Posted: 24/9/25
Wealth management firm Artorius has announced the acquisition of four investment managers and the completion of its migration to BNY Pershing
Posted: 23/9/25
UK financial advisers believe focusing on portfolio management is costing them new business and affecting their ability to help clients with effective financial planning, analysis from Rathbones has shown
Posted: 23/9/25
Affluent and high net worth (HNW) investors in the UK remain wary about the use of AI in an advisory capacity and continue to place a premium on trustworthy financial advice, according to report from Avaloq
Posted: 23/9/25
Amundi and Capital Fund Management (CFM) have launched the Amundi CFM Cumulus Fund, marking the beginning of a new partnership in the alternative UCITS sector
Posted: 23/9/25
Oberon Investments has agreed to acquire WH Ireland’s wealth management business for £1m, subject to shareholder approval
Posted: 22/9/25
The latest appointments in the wealth management industry
Posted: 22/9/25
Newly launched UK bank Afin Bank has announced its new Premier mortgage proposition, which is specifically designed for high net worth (HNW) borrowers
Posted: 22/9/25
Passive fixed income fund investors have missed out on “significant growth opportunities” over the past five years amid increased market volatility, according to analysis by Rathbones Group
Posted: 22/9/25
Global investment banking advisory firm Lincoln International has agreed to acquire MarshBerry, an advisory firm that has been serving the wealth management and insurance sectors for more than 40 years
Posted: 19/9/25
The UK has fallen from ninth to 12th place in CS Global Partners’ 2025 World Citizenship Report, which highlighted a notable outflow of high net worth individuals (HNWI) in recent years
Posted: 19/9/25
Rising compliance requirements and portfolio management demands are limiting the amount of time independent financial advisers (IFA) can spend dealing with clients’ financial affairs, according to analysis from Rathbones
Posted: 19/9/25
Global wealth management platform FNZ has entered into a new 10-year agreement with AJ Bell, extending their partnership that has been in place since 2009
Posted: 19/9/25
The government’s inheritance tax (IHT) and capital gains tax (CGT) receipts continued their upward trajectory in the first five months of 2025/26, HMRC’s latest figures have shown
Posted: 19/9/25
Seven in 10 (70 per cent) independent financial advisers (IFAs) are positive about their business outlook for the next 12 months, new research by ValidPath has indicated
Posted: 18/9/25
Scotland-based wealth manager Tweed Wealth Management has acquired personal finance consultancy The James Boyd Practice for an undisclosed amount
Posted: 18/9/25
Scottish Widows has partnered with Origo to extend its letter of authority (LoA) process for advisers across its business
Posted: 18/9/25
Global family offices are generally optimistic about investment returns over the next 12 months, although there is a lack of consensus about which asset classes will drive positive performance, a report from Citi Wealth has found
Posted: 18/9/25
The Guernsey Financial Services Commission (FSC) has launched its Digital Finance Initiative (DFI), which aims to position Guernsey as a “trusted, agile, and forward-thinking” jurisdiction for digital finance innovation
Posted: 18/9/25
Beckett Investment Management has acquired Swallow Financial Planning, a chartered financial planning firm based in Ipswich, for an undisclosed amount
Posted: 17/9/25
The number of people accessing pension pots worth more than £250,000 increased by 68 per cent in 2024/25, figures from the Financial Conduct Authority (FCA) have revealed
Posted: 17/9/25
Generations set to receive inheritance in ‘the great wealth transfer’ have an “alarming” lack of clarity or knowledge about what their parents’ inheritance plans are, according to Charles Stanley
Posted: 17/9/25
VouchedFor has launched its Top Rated Financial Adviser campaign for 2026, backed again by BlackRock and Fundment
Posted: 17/9/25
Fidelity International has announced an expansion of its active exchange-traded fund (ETF) offering in Europe with its new high-conviction Fundamental Equity ETF range
Posted: 17/9/25
The Society of Pension Professionals (SPP) has proposed several changes to draft legislation relating to inheritance tax (IHT) on pensions to help the policy deliver the original policy intent and avoid unintended consequences
Posted: 16/9/25
London’s Alternative Investment Market (AIM) is showing strong signs of revival after two quieter years, with £111.8m raised in the first five months of 2025, UHY Hacker Young has highlighted
Posted: 16/9/25
HSBC Private Bank has announced the launch of Wealth Intelligence, an ‘ecosystem’ powered by generative artificial intelligence (AI) for its client-facing wealth management staff
Posted: 16/9/25
Financial services management consultancy Simplify Consulting is expanding into new sectors, building on its existing wealth management practice
Posted: 16/9/25
Tavistock Investments has completed the acquisition of Lifetime Financial Management Intermediaries for an undisclosed amount
Posted: 15/9/25
Global family offices continue to maintain strong allocations to risk assets despite widespread concerns about geopolitical conflict and political instability, according to Goldman Sachs
Posted: 15/9/25
The latest appointments in the wealth management industry
Posted: 15/9/25
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