Labour’s upcoming tax rises – and what to do about them Opinion Here’s how wealth creators in the UK can navigate the upcoming tax changes, write Ollie Saiman and Katherine Waller As we approach the new government’s first budget it seems almost impossible to avoid the widespread speculation about what Halloween tricks or treats are going to jump out of the Chancellor’s red box on 30 October. Given the [...]
St James’s Place: UK’s largest wealth manager kicks off share buyback Investing St James’s Place has kicked off a fresh share buyback programme as the UK's largest wealth manager looks to bounce back from a tough year.
Wealth manager Quilter posts record adjusted profit as investors’ nerves ease Investing FTSE 250 wealth manager Quilter has reported a record adjusted profit amid a recovery in net inflows and improvements in global equity markets.
Financial advisers are getting old. What happens when they retire? July 23, 2024 With the average age of a financial adviser rapidly approaching 60, the industry is preparing for a reckoning as they frantically attempt to replace those departing.
Evelyn Partners private equity sale: Is this the first domino to fall? July 22, 2024 Evelyn Partners, the wealth management and accountancy firm that manages £60bn in assets, is now up for sale by its private equity owner.
Evelyn Partners private equity owner plots £1.5bn sale July 21, 2024 The majority owner of Evelyn Partners, private equity firm Permira, is looking to offload its £1.5bn stake in the business.
Wealth manager takes legal action against fund house for ‘unacceptable performance’ July 11, 2024 Financial planning firm Tavistock and investment manager Titan have descended into a legal spat over the alleged poor performance of Titan's model portfolio service (MPS).
Wealth managers have lost a fifth of customers due to this issue July 4, 2024 Wealth managers are losing a fifth of customers due to poor complaint procedures, bringing into question the state of the colossal industry, a new study has revealed.
Election 2024: Benefits ‘less dignified’ than work, Starmer toughens welfare line June 23, 2024 State handouts don’t deliver the “same sense of self-reliant dignity as a fair wage”, Sir Keir Starmer has said, as he toughens his party’s line on welfare.
Barclays throws its weight behind fast-growing London wealthtech June 4, 2024 London-based fintech WealthOS has raised £4m in an investment led by Barclays.