wealth management

Avaloq survey

Individual annuities saw 17% growth in 2025

Expected this week

UK Financial Planning Week 2026 runs from 26 January to 1 February

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Regulator’s findings a ‘wake-up call’ for private equity and consolidators

Wealth managers view their current technology systems as outdated

A total 107 deals were confirmed in 2023 down from 132 in 2022

Joined Cheviot Asset Management in 2007

'Substantial opportunities'