Wealth managers warn against kneejerk reactions to Budget speculation
Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.
Wealth and Asset Management
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Lloyds and Schroders to end UK wealth joint venture, FT reports
Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.
Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end
At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).
World Ultra Wealth Report 2025
The World Ultra Wealth Report 2025 provides a unique and comprehensive analysis of the global ultra high net worth (UHNW) population.
Fairstone acquires Norfolk advice firm Allen Tomas & Co
The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.
Brookfield Wealth Solutions Signs First Reinsurance Agreement in Japan with Dai-ichi Frontier Life
This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.
Dubai’s Rising Role in the Global Private Capital Landscape
Tracing Dubai’s emergence as a hub for global private capital.
Empowering Entrepreneurs and Wealth Creators: The Role of Guernsey’s Private Wealth Industry
Fiduciary professionals in Guernsey also offer specialist advice on environmental, social, and governance (ESG) investment strategies
JP Morgan ditches Nutmeg brand in digital wealth revamp
Nutmeg is being replaced with a new service which will be available on the Chase UK app and as a standalone entity.
Florence Schnydrig Moser: «Private Banking Starts at 1 Million Francs»
Despite consolidation in recent years, there are still around 80 providers in Swiss private banking — competition is intense.
Jim London: Moving away from the Wild West in consolidation
While some lessons have been learned, integration remains a persistent weak spot for wealth management organisations completing M&A deals.
Rathbones warns pension tax fears driving premature withdrawals
A Rathbones survey of investors found that accessing the lump sum topped the list of regrets in the run-up to last year’s Autumn Budget when similar rumours circulated.