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HNW investors reviewing wealth plans amid rising tax concerns

By Jack Gray

16/9/26

High net worth (HNW) investors are increasingly reviewing how they structure, protect, and pass on wealth as uncertainty around potential tax reforms in the upcoming Budget grows, according to Rathbones

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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.

Investment platforms’ operational resilience ‘maturing’ as focus turns to complex dependencies

The UK investment platform industry’s operational resilience is maturing, as firms move past baseline regulatory compliance towards developing a greater understanding of how they will perform under stress, according to a report from The Platforms Association

AI models giving incorrect financial advice over half the time

Artificial intelligence (AI) models are giving out incorrect financial advice 57 per cent of the time, research from fintech Saturn has shown

St. James’s Place adds three appointed representatives to its partnership

St. James’s Place (SJP) has announced the addition of three financial services professionals to its partnership as appointed representatives to build their own advice businesses

Over a quarter of Brits believe stocks and shares investments are too risky

More than one in four (27 per cent) UK adults with at least £25,000 in investible assets believe that stocks and shares are too risky an investment, while many admit a lack of understanding to invest effectively, Rathbones has found

Upper Tribunal upholds Odey ban but reduces fine

The Upper Tribunal has upheld the Financial Conduct Authority’s (FCA) decision to ban Odey Asset Management (OAM) founder, Crispin Odey, from the financial services industry but reduced his fine by £300,000

Advice firms expanding operations to meet ‘ambitious’ growth plans

Financial advice firms are taking on more clients and staff, while also creating deeper relationships with existing clients, as they look to meet ‘ambitious’ growth plans, analysis from NextWealth has found

Europeans increasing investment but €1.17trn ‘wealth gap’ remains

Europeans are investing more but could have accumulated an additional €1.17trn of wealth if a quarter of their deposit flows since 2002 had been invested in funds, analysis from ING Research has shown