Latest News

Entrepreneurs prioritising wealth transfer preparation as a third plan business exits


By Jack Gray

Almost a third (32 per cent) of global entrepreneurs are considering a business transition within the next five years, rising to 57 per cent among those aged 65 and over, a report from UBS has revealed


Highlighted Content

Emerging Market Debt: Entering a new era of growth

From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.


Story 2

Titan Wealth launches dedicated sports division

Titan Wealth has launched a specialist offering aimed at supporting professional athletes, sports organisations, and executives with bespoke financial planning, career transitions, and corporate benefits

Story 3

Diversity Project organisations align to rebrand as Inclusion in Finance

The Diversity Project UK, Diversity Project Europe, and Nicsa’s Diversity Project North America have rebranded in their respective regions to Inclusion in Finance and agreed to align on new five-year ambitions

Story 4

Quilter appoints J.P. Morgan to manage long-short equity fund mandate

Quilter has announced the launch of the Quilter Investors Long-Short Equity Fund and appointed J.P. Morgan Asset Management (JPMAM) to manage the mandate

Story 2

TFAS launches CPD programme for advisers navigating post-Budget tax changes

TFAS Compliance Services has launched a virtual continuous professional development (CPD) and insights programme that looks to help advisers with navigating post-Budget tax changes and supporting nervous clients

Story 3

Think tank calls for IHT to be scrapped

The Institute of Economic Affairs (IEA) has called for inheritance tax (IHT) to be scrapped entirely, while also setting out a list of ‘less expensive’ recommended reforms for the government to consider

Story 4

Liontrust agrees acquisition of River Global’s asset management arm

Liontrust has agreed to acquire River Global’s asset management business in an all-share deal worth up to £9.7m

IHT reforms drive demand for 'gifting with control'

Inheritance tax (IHT) reforms are resulting in high-net-worth families increasingly turning to "gifting with control" strategies as they reassess how wealth is passed between generations, Utmost has found

Wealth professionals observe the ‘Great Wealth Transfer’ getting underway

Wealth industry professionals are seeing the beginning of the ‘Great Wealth Transfer' among high net worth (HNW) families, with 77 per cent seeing evidence of this in the past 12 months, according to the Society of Trust and Estate Practitioners (STEP)
Fairstone adds £1.5bn in AUM with Prosperity Wealth acquisition

Fairstone Group has acquired West Midlands-based wealth management firm Prosperity Wealth, adding £1.5bn in assets under management (AUM)

Investment platform sector ‘moving quickly’ to embed AI into operations

The UK investment platform industry is making artificial intelligence (AI) a strategic priority and moving quickly to embed the technology in its operations, according to a report from The Platforms Association

View More News

Check out our latest appointments


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


© 2019 Perspective Publishing     Privacy & Cookies