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Schroders completes sale of Benchmark to Söderberg & Partners


By Jack Gray

Schroders has completed the sale of its integrated financial advice business Benchmark to Söderberg & Partners


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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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Investment platforms collaborate to enhance support for bereaved clients

The Platforms Association has brought together a group of investment platforms to launch a new Bereavement Working Group

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Nine Edge Wealth acquires Edinburgh-based financial planning firm

Nine Edge Wealth has acquired Edinburgh-based financial planning firm SWC Independent for an undisclosed amount

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Two thirds unaware of pension/IHT changes

Almost two thirds (64 per cent) of UK adults are unaware that unused pension pots will become subject to inheritance tax (IHT) from April 2027, research commissioned by Mattioli Woods has shown

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MPS market evolving amid FCA review

The model portfolio service (MPS) market is experiencing a broad range of changes in investment trends, portfolio costs, and adviser recommendations as the Financial Conduct Authority (FCA) continues its review of the sector, Defaqto has found

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Marloo and FEIFA partner to provide AI best practice support for advisers

Financial advice AI platform Marloo and the Federation of European IFAs (FEIFA) have announced a partnership, aiming to provide best practice AI support to advisers

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SJP announces latest cohort of associate partners and advisers joining its Partnership

St. James’s Place (SJP) has announced the addition of seven financial services professionals to its Partnership programme

HRIS launches income portfolio to meet evolving client planning needs

Hymans Robertson Investment Services (HRIS) has launched a standalone income portfolio as part of its Core range, aiming to help advisers meet changing client planning needs

Jurisdiction ‘becomes an asset class’ as tax accelerates movement of wealth

Jurisdiction has become an asset class as residency and citizenship have been reclassified into something a high net worth (HNW) family holds and manages, with tax the primary driver of the shift, according to a report from Global Citizen Solutions (GCS)
Orderist platform launches to support advisers with cross-generation client retention

A new platform for financial advisers, Orderist, has launched with a focus on helping wealth managers to service and retain clients across generations

Marsh acquires private markets business AltamarCAM

Marsh has acquired private markets asset manager and solutions provider AltamarCAM and established a new international private markets platform

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