Jack Gray

Close Brothers Asset Management (CBAM) and SEI have announced a strategic partnership, aimed a powering CBAM's ‘operational transformation and growth'.

Family offices are expanding their exposure to private equity, with 40 per cent planning to increase their allocations to the asset class over the next two years, analysis from Bastiat Partners and Karis Capital has found.

The first half of 2024 saw a record number of bulk purchase annuity (BPA) deals completed, driven by a “surge” in smaller transactions, analysis from Aon has revealed.

Fulcrum Asset Management has received regulatory approval to launch its first commingled Long-Term Asset Fund (LTAF), the WS Fulcrum Diversified Private Markets LTAF.

A number of high net worth individuals (HNWI) have not made retirement or succession plans, despite being confident that their personal wealth will increase, a study has found.

Wealth professionals are anticipating a surge in demand for financial advisers as almost one in 10 deaths are set to trigger an inheritance tax (IHT) charge by the end of the decade.

UK-listed companies with defined benefit (DB) schemes issued 20 profit warnings in the third quarter of 2024, the highest quarterly total in 2024 so far, EY-Parthenon has revealed.

Wealth professionals are anticipating a surge in demand for financial advisers as almost one in 10 deaths are set to trigger an inheritance tax (IHT) charge by the end of the decade

Independent financial advisers (IFA) are “broadly supportive” of pension reforms being included in the Mansion House speech this evening (14 November), research from Opinium has revealed.

An increasing number of financial advisers are changing their retirement propositions following the Financial Conduct Authority's (FCA) thematic review of retirement income advice, analysis has shown.