Wealth Investment News

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Philanthropic giving from UK-based HNWs rises to £12.4bn

By Jack Gray

13/11/26

High net worth (HNW) individuals in the UK gave approximately £12.4bn to charities and good causes in 2025, analysis from Barclays Private Bank and Wealth Management (PBWM) has shown

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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.

Cauvery selects Third Financial for custody and platform services

Independent wealth manager Cauvery has appointed Third Financial to provide it with custody and platform services through its Model B proposition

People moves: Criterion, TrinityBridge, and Fidelity

The latest appointments in the wealth management industry

Majority of wealth managers expect SEC registration to boost tokenised asset eligibility

Almost two-thirds (63 per cent) of institutional investors and wealth managers believe tokenised assets would become more eligible for investment if they were SEC registered, according to research from ST0x

Marsh has agreed to acquire global investment advisory services and analytics provider Wilshire for an undisclosed amount

UK ‘poised’ to become a world fintech leader

The UK is set to become one of the world’s next fintech leaders as its approach to digital finance and AI could support further advances in financial inclusion, according to a report from Principal Finance Group and the Centre for Economics and Business Research (CEBR)

Higher-income investor confidence falls amid economy concerns

Confidence among investors with household incomes of £80,000 or more fell considerably in the third quarter, with sentiment towards the UK economy worsening, Boring Money has found

Budget presents ‘technical challenges’ for advisers

Financial advisers are facing new technical challenges following tax, pension, and estate planning reforms announced in the Autumn Budget, according to Redmill Advance