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Wealth

  • Mattioli Woods: Wealth manager’s profit jumps after quitting London

    September 30, 2025

    Profit at wealth and asset management business Mattioli Woods has jumped in the year after quitting the London Stock Exchange. The Leicester-headquartered business has reported a pre-tax profit of £14.2m for the 12 months to 31 May, 2025, new accounts filed with Companies House have revealed. The total is up significantly from the £1m it [...]

  • Brits earning over £100k worry more about money

    September 29, 2025

    Six figure earners are more likely to worry about money than those on the average UK salary, according to fresh research. Eight in ten Brits who earn over £100,000 are worried about their finanical health, new research from fintech juggernaut Revolut has revealed. This came ahead of those on the national average between £35,001–£45,000 where [...]

  • HSBC UK beefs up wealth arm with ‘generational’ bet

    September 26, 2025

    HSBC UK is making a “generational” play to beef up its wealth arm as the banking juggernaut eyes global dominance in the field. The FTSE 100 titan will launch a new Wealth Academy this autumn, the bank’s managing director of wealth Christopher Dean told City AM, in partnership with the London Business School. The bank’s [...]

  • “Smart money” is doubling down on private equity – but are private investors missing out?

    September 3, 2025

    Public pension plans, sovereign wealth funds and family offices keep bulking up their investments in private equity and private markets. Now, at last, private investors can get in. In July, the largest US public pension fund CalPERS (California Public Employees’ Retirement System) announced its best set of results in four years. It also bulked up [...]

  • Most millionaires envisage better life away from the UK

    August 19, 2025

    Nearly two thirds of millionaires envisage a better quality of life outside the UK, according to a new poll that suggests a growing pessimism among the better-off. The poll of over 1,000 UK residents with a net worth of at least £1m has suggested that Brits are less positive about life at home as 60 [...]

  • Rumoured changes to inheritance tax gifting spark concern for middle-class

    August 15, 2025

    Reeves is looking at measures to increase revenue from inheritance tax by tightening gift rules, a move that may disproportionately affect the middle class.

  • Generational wealth gap fuels spike in family feuds over wills

    August 5, 2025

    Feuds over family inheritance are on the rise as the number of applications lodged to challenge probates has reached an all-time high in the final quarter of 2024

  • Week in Business: Is it time to leave the country?

    July 31, 2025

    Facing low growth and high taxes, more and more of my friends are having the same conversation, for the same reasons.

  • How are the super-rich handling 2025’s wild market ride?

    July 31, 2025

    Markets have had a wild ride in 2025. From whipsawing tech stocks to near-daily US tariff rule changes, the turmoil across a host of asset classes has proved tricky to navigate. Few are better equipped to ride out the storm than Britain’s super-rich, who have armies of advisers and wealth managers pouring over the data [...]

  • Cut tax for under 35s or watch them leave the country

    July 30, 2025

    The most pressing choice I faced over the past week was whether to swim in the pool or the sea. We lounged our way from lazy lunch to long dinner, occasionally mustering the energy to stroll to the boulangerie. As I put the key in the front door of our south London home last night [...]

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