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wealth management

Evelyn Partners names CEO and CFO as NatWest deal nears completion

Companies

Evelyn Partners names CEO and CFO as NatWest deal nears completion

Geddes and Gersh to exit

clock 01 June 2026 • 2 min read
Wealth management consolidation pushes smaller investment trusts 'off-limits'

Investment Trusts

Wealth management consolidation pushes smaller investment trusts 'off-limits'

As minimum investment sizes grow

clock 28 May 2026 • 2 min read
Barclays launches planning and advice service

Companies

Barclays launches planning and advice service

Service launched for customers with minimum £150,000 to invest

clock 30 April 2026 • 2 min read
Watch PA's Working Lunch with L&G: Navigating the new landscape of retirement solutions

Retirement

Watch PA's Working Lunch with L&G: Navigating the new landscape of retirement solutions

Catch up on the discussion

clock 09 April 2026 • 1 min read
Wealth managers back AI adoption despite growing client unease

Technology

Wealth managers back AI adoption despite growing client unease

Avaloq survey

clock 25 February 2026 • 1 min read
Canada Life UK sees 'record' wealth and retirement sales

Companies

Canada Life UK sees 'record' wealth and retirement sales

Individual annuities saw 17% growth in 2025

clock 16 February 2026 • 3 min read
NatWest and Barclays to launch rival bids for £2bn Evelyn Partners – reports

Companies

NatWest and Barclays to launch rival bids for £2bn Evelyn Partners – reports

Expected this week

clock 05 February 2026 • 1 min read
Why Financial Planning Week 2026 matters for advisers

Your profession

Why Financial Planning Week 2026 matters for advisers

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

clock 26 January 2026 • 3 min read
Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Your profession

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

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

clock 19 December 2025 • 9 min read
FCA consolidation review 'a warning shot' for acquirers

Regulation

FCA consolidation review 'a warning shot' for acquirers

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

clock 05 November 2025 • 5 min read
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