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Millionaires’ investable wealth forecast to rise by 45% by 2030


By Jack Gray

Wealthy individuals with at least $1m in investable assets are set to see their investable wealth increase by 45 per cent over the next five years, a report from Altrata has found


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Investment trusts experience ‘frenzy’ of corporate activity in 2025

Corporate activity among investment trusts hit record levels in 2025, with 26 mergers, acquisitions, and liquidations completed this year to date, the Association of Investment Companies (AIC) has revealed

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HENRYs set to see reduction in spending power by 2029

High earner, not rich yet (HENRY) households are set to experience an average real reduction in annual purchasing power of more than £15,000 by 2029, according to analysis from IG

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People moves: FE Fundinfo, Fidelity, and Evelyn Partners

The latest appointments in the wealth management industry

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Isio launches MPS for wealth managers and advisers

Isio has launched a model portfolio service (MPS) for wealth managers and financial advisers

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Adviser workload set to ‘rocket’ ahead of pension IHT changes

Adviser workloads are set to 'rocket' in the build up to pensions coming into scope of inheritance tax (IHT) as concerned clients seek support with the changes, Standard Life has warned

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UK millionaire exodus driving ‘surge’ in expat financial planning demand

The wave of high net worth individuals (HNWI) leaving the UK is driving a ‘surge’ in expat financial planning demand, according to Holborn Assets

Firms urged to not neglect vulnerability when offering targeted support

Firms looking to offer the Financial Conduct Authority’s (FCA) new targeted support must not neglect the customer vulnerability requirements set out in Consumer Duty, MorganAsh has warned

Integrity365 acquires Brooks Wealth Management

Integrity365 has acquired fellow Bristol-based firm Brooks Wealth Management (BWM) for an undisclosed amount
Guernsey FSC launches digital finance consultation

The Guernsey Financial Services Commission (FSC) has launched a consultation outlining measures aimed at supporting financial services’ adoption of digital finance

Universal Investment Group enters active ETF market

Fund services platform and management company Universal Investment Group (UIG) has announced the launch of an active exchange-traded fund (ETF) offering

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