Utmost Group saw record gross inflows of almost £10bn in 2025 on the back of net flows returning to positive territory. The group’s full-year results for 2025 show gross inflows of £9.7bn, up from £6.

Earlier this year, I spent time travelling across Scotland, sitting down with advice firms from town to city, office to office. What struck me then was a market shaped by heritage. I saw firms built ...

British pensioners planning to retire overseas this tax year could miss out on more than £77,000 in state pension income over 20 years if they move to certain countries due to the UK’s frozen pension ...

Wealth manager Quilter has confirmed it has received permission from the FCA to deliver Targeted Support to customers. The permissions were granted yesterday (7 April), and Quilter is now developing ...

In this episode of In the Loop, IA publisher Gary Robinson sits down in London with John Beverley, Head of International at Team PLC, to discuss the company’s landmark acquisition of WH Ireland and ...

UK-based Progeny has agreed to acquire international wealth management company The Fry Group for an undisclosed sum. The deal, subject to regulatory approval, will allow Progeny to extend its ...

Georgios Leontaris has been promoted to chief investment officer for Europe international and Mena region, effective from 1 September 2021. He is based in Geneva and will develop the house view, asset ...

The financial advice market is set for a large amount of client switching, according to Time Investments. Its report found that although Millennials and Generation Z earning over £50,000 ($63,466,€ 58 ...

Global wealth manager Indosuez Wealth Management has acquired 70% of UK-headquartered Wealth Dynamix for an undisclosed sum. The wealthtech firm was founded in 2012 and provides client lifecycle ...

South African wealth and investment advisory firm Carrick Wealth has expanded its offering with specialist fiduciary and planning services for high net worth clients, families and businesses. The ...