Wealth management firm Canaccord Genuity saw its revenue and client assets in the UK and Crown Dependencies increase in the year to 31 March 2025, its latest results report has revealed
Almost three quarters (70 per cent) of hedge funds now invest in private markets, research from IG Prime has found
The latest appointments in the wealth management industry
Wealth managers and family offices are planning to increase their allocation to companies and sectors in the artificial intelligence (AI) and robotics space, research commissioned by fund manager Robocap has found
Financial advisers are calling for industry-wide standards to be introduced for due diligence on outsourced investment providers, according to research from Quilter Cheviot and NextWealth
Investors could be risking potentially significant underperformance by following the growing switch to passive fixed income funds rather than taking an actively managed approach, Rathbones Group has argued
Aviva has announced the launch of its latest data tools, in partnership with FNZ, aiming to enhance its support for advisers
Fidelity International has entered into a partnership with Flying Colours Investment Management (FCIM) to launch two custom-designed OEIC funds
High net worth individuals (HNWI) are becoming increasingly exposed to a ‘global surge’ in wealth and exit taxes, requiring an increased focus on forward-looking planning, according to Global Citizen Solutions
The global population of high net worth individuals (HNWIs) increased by 2.6 per cent in 2024, although the number of dollar millionaires in the UK fell by 14,000, Capgemini Research Institute has revealed
Private wealth client portfolios are on track to recoup the losses caused by the Trump administration’s ‘Liberation Day’ announcement in April, analysis from Asset Risk Consultants (ARC) has found
Wealth and investment management firm 7IM has appointed Elizabeth Chambers as independent non-executive director (NED)
Rathbones appoints Simonetta Rigo as chief client officer
FNZ hires new group CEO as founder steps down from role
Evelyn Partners makes two business development appointments
Quilter Investors hires Alex Daniels as manager research analyst
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FCA calls for stronger relationship with China on wealth management
Citi agrees sale of wealth alternatives business to iCapital
Tribe Impact Capital adds private markets offering with Snowball acquisition
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Janus Henderson launches active MBS ETF
Advisers’ switch to bespoke services boosting profitability
Quilter’s WealthSelect MPS passes £20bn in AUM
Aviva’s wealth net flows fall by 15% year-on-year in Q1
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Fund managers 'sour' on US in anticipation of partial reintroduction of tariffs
Inflexion makes further investment in Ocorian following £2.3bn fund close
Majority of platforms not providing holistic CGT support for advice firms
Progress on initiatives and regulation ‘critical’ to ensure growth of wealth sector
Seven in 10 people don’t understand how IHT works
People moves: Schroders, 7IM, and Aviva Investors
Evelyn Partners launches Cash & Cautious Bond strategy to advice market
Sarasin & Partners launches suite of multi-asset solutions
AJ Bell expands partnership with Amundi to ‘enhance’ portfolio management solutions