Latest Stories
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Industry
PEOPLE MOVES: Liontrust, Sparrows Capital, AJ Bell
A round up of the key people moves over the last week
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Investment
IA funds record £2.3bn net outflow for 2025
Despite ending the year on a positive note with a £2bn inflow in December
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Industry
Financial advice: The only decumulation product solution for clients
IDAD’s Clive Moore on why advice is the only game in town when planning for retirement
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Investment
Real assets in 2026: Positioning portfolios for a more fragmented world
Fulcrum’s Shiwen Gao on how to invest in a fragmented global economy.
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Investment
Are precious metals losing their shine for investors?
Experts discuss why they have reduced their allocation to gold and silver
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Industry
Gresham House’s ‘most popular’ VCTs launch £95m fundraise
Current total net assets of £338.5m and a portfolio of around 50 companies
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Industry
What advisers need to know about active ETFs vs investment trusts
Adnan El-Araby looks at the key differences between the two products
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Investment
Best and worst-performing IA funds in January
Gold and commodities funds achieved top returns while India vehicles struggled
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Industry
Triple Point: Why tax-free dividends are the ‘secret weapon’ of VCTs
The vehicles are underappreciated and deserve more attention among advisers and their client, argues Triple Point’s Diana French
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Investment
The asset allocator diary: Chris Metcalfe
A week in the life of Chris Metcalfe, CIO, IBOSS Asset Management
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Industry
SJP adds £29.8bn to funds under management in 2025
FUM rose to £220bn over the course of 2025, while the firm posted increased net inflows in a business update
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Investment
SJP ups UK equities positions and makes EMD move
Wealth manager seeking to adapt to a ‘late-cycle market environment’
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Investment
AJ Bell tweaks US equities allocations to target AI roll-out in ‘real economy’
Firm has also upped diversification on fixed income side
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Industry
Royal London rolls out IHT hub ahead of 2027 changes
A range of content across both pensions and protection
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Analysis
Retaining talent and digital transformation are wealth managers’ top concerns
WTW research highlights wealth managers top priorities and concerns for the coming year
Analysis
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Analysis
Retaining talent and digital transformation are wealth managers’ top concerns
WTW research highlights wealth managers top priorities and concerns for the coming year
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Investment
UK economy returns to growth despite November Budget jitters
GDP beats expectations in November, rising 0.3%
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Investment
Developed markets outlook: ‘Looking beyond the noise will be rewarding’
Discipline, diversification and a focus on fundamentals will be key for global equity investors in 2026
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Investment
IA: Fund inflows return in November despite risk-off sentiment
Rare inflow into active UK equity funds, while investors piled into fixed income and money market funds
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Investment
Calastone: 2025 marks worst year in over a decade for equity fund flows
£6.7bn withdrawn from equity funds across 2025, according to Calastone’s Fund Flow Index
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Analysis
Fund selector outlook: Six themes for 2026
DFMs, multi-asset managers and fund selectors reveal what they are concentrating on for the year ahead
Multi-Asset
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Investment
Real assets in 2026: Positioning portfolios for a more fragmented world
Fulcrum’s Shiwen Gao on how to invest in a fragmented global economy.
-
Investment
The asset allocator diary: Chris Metcalfe
A week in the life of Chris Metcalfe, CIO, IBOSS Asset Management
-
Investment
SJP ups UK equities positions and makes EMD move
Wealth manager seeking to adapt to a ‘late-cycle market environment’
-
Investment
AJ Bell tweaks US equities allocations to target AI roll-out in ‘real economy’
Firm has also upped diversification on fixed income side
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Investment
Shifting sands: How to manage structural change
From AI to weight loss drugs, investors need to keep on top of a changing world, writes Fahad Hassan
Industry
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Industry
PEOPLE MOVES: Liontrust, Sparrows Capital, AJ Bell
A round up of the key people moves over the last week
-
Industry
Financial advice: The only decumulation product solution for clients
IDAD’s Clive Moore on why advice is the only game in town when planning for retirement
-
Industry
Gresham House’s ‘most popular’ VCTs launch £95m fundraise
Current total net assets of £338.5m and a portfolio of around 50 companies
-
Industry
Triple Point: Why tax-free dividends are the ‘secret weapon’ of VCTs
The vehicles are underappreciated and deserve more attention among advisers and their client, argues Triple Point’s Diana French
-
Industry
SJP adds £29.8bn to funds under management in 2025
FUM rose to £220bn over the course of 2025, while the firm posted increased net inflows in a business update
Best Practice
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Industry
How should advice clients plan a fair inheritance for their children
Bentley Reid’s Mike Winstanley argues successful planning involves more than simply dividing assets equally
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Best Practice
Oxford Risk: Your suitability fears are unfairly restricting your clients’ growth
Understood properly, risk capacity can unlock the ability to build wealth, writes Greg B Davies
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Best Practice
Kemp sets up investment adviser ‘engine’ Portfolio Thinking
An exclusive interview with the former Morningstar CRO and CIO on his new venture
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Industry
2026 predictions for people who (rightly) are sceptical about predictions
Greg B Davies provides seven behavioural predictions for 2026 that require no crystal ball
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Best Practice
Financial services show progress in addressing modern slavery
Investec, M&G, St. James’s Place, London Stock Exchange Group, Lloyds and Legal & General have all improved