Rathbones

Migration into single platform in H1 2025

'Active management costs more. But it can also deliver more'

Unexpected IHT shift to include pensions has left advisers racing to adapt estate strategies

It can be ‘hard’ for firms to convince customers they are being scammed

‘Achieved realisation ahead of target’

‘The sector is set to lose so many of its experienced workforce’

What's needed to stem the flow of UK companies rushing to list abroad?

Shortage of IFAs and wealth managers is 'unlikely' to improve

Creates one of the UK's largest discretionary wealth managers

‘We have chosen not to charge investment advisory fees to clients’