Latest News

Nuveen completes acquisition of Schroders


By Adam Cadle

Nuveen has completed its acquisition of Schroders, creating one of the world’s leading active public-to-private asset and wealth managers with $2.6trn AUM.

The combined firm will continue to grow and innovate through further investment in capabilities, people and client propositions and with the continued support of TIAA, a patient shareholder that invests alongside clients and has supported the long-term priorities of Nuveen across market cycles


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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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Financial advice linked to higher retirement income satisfaction

Financial advice is the strongest predictor of retirement income satisfaction and financial preparedness, according to research from wealth manager Quilter

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HNWIs confidence falls amid new Govt tax policies

Confidence among UK high-net-worth individuals (HNWIs) is continuing to weaken as fears over government tax and wealth policy is increasingly shaping how families protect and pass on their assets, Saltus has stated.

The latest Saltus Wealth Index Report showed that the biannual barometer of HNWIs’ confidence fell from 64.7 a year ago to 60.3

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Lync Wealth Management acquires TKV Financial Management

Lync Wealth Management has strengthened its presence in the West Midlands through its acquisition of TKV Financial Management, bringing its assets under advice to around £200m in the region

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Isio grows AUM to over £5bn after investment manager appointment

Isio has agreed to take on management responsibilities for an £850m unitised fund range, representing an expansion of its investment offering in the UK adviser market

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Barclays gains Targeted Support approval

Barclays has been authorised by the Financial Conduct Authority (FCA) to offer Targeted Support, enabling the bank to offer more help to eligible customers as they begin investing

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True Potential introduces tiered platform charge

True Potential has announced the launch of a tiered ongoing platform charge as it continues to combine competitive pricing with technology to deliver better outcomes for clients.

Lulworth Investment Partners selects Third Financial to provide platform services

Third Financial has been selected by Lulworth Investment Partners to provide custody and platform services through its Model B proposition

Fidelity launches Absolute Return Global Equity Fund for UK clients

Fidelity International has announced the launch of its UK-domiciled Fidelity Absolute Return Global Equity Fund (OEIC)
P1 partners with PIMCO to launch retirement-focused portfolio service

P1 Investment Management has announced a new partnership with PIMCO to launch a retirement-focused managed portfolio for UK financial advisers

Over a third of millionaire private market investors plan to increase exposure

More than one in three (37 per cent) millionaires in the UK that are invested in private markets plan to increase their exposure over the next three years, research from Wealth Club has shown

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