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wealth managers

  • Should you let a roboadviser manage your finances?

    May 26, 2025

    Roboadvisers offer a low-cost, hands-off way to grow your investments. Here’s what to be aware of if you’re thinking of picking one. So you’re thinking about starting your investing journey, but how do you choose where to put your money?  Of course, you can consult a financial adviser, but this can be quite costly, so if [...]

  • Wealth managers must get ready for the great wealth transfer

    May 19, 2025  |  City Talk

    With the UK on the verge of a historic great wealth transfer, wealth managers must get ahead now, writes Rhodri Preece.

  • Canaccord Genuity launches strategic review of UK wealth arm

    November 26, 2024

    Investment bank Canaccord Genuity has reportedly launched a strategic review of its UK wealth management business amid a barrage of consolidation in the sector.

  • Mattioli Woods: Profit slashed at wealth manager as it quit London

    November 19, 2024

    Profit at wealth manager Mattioli Woods was slashed by more than 90 per cent as it prepared to delist from the London Stock Exchange’s AIM, it has been revealed. The Leicester-headquartered was acquired by London-based private equity firm Pollen Street Capital after the deal was first announced in March. In its latest accounts, which have been filed [...]

  • Autumn Budget 2024: Labour abolishes non-dom tax status

    October 30, 2024

    The Labour government has confirmed plans to scrap the non-dom regime despite a last ditch effort from the community and its advisors to warn against the move. As part of the Budget, Rachel Reeves confirmed she would fulfil the promise made in Labour’s manifesto to remove the tax status, in a move that one advisor [...]

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