Wealth management firm Evelyn Partners is set to sell its funds solutions business to Thesis Holdings for an undisclosed sum.

Schroders has become the first firm to publicly declare its adoption of all four of the Financial Conduct Authority’s ...

The claim aims to recover losses suffered by investors as a result of the collapse of the former Woodford Equity Income fund ...

Technology will be ‘imperative’ to navigating the great wealth transfer and serving a younger and wealthier generation, ...

As the conflict between Israel and Hamas escalated throughout 2024, its ripple effects on global markets, energy prices, and ...

The Financial Conduct Authority (FCA) has welcomed a “positive outcome for investors” following the settlement of its High ...

The Chartered Insurance Institute (CII) is set to overhaul its corporate chartered status offering this quarter, and it’s ...

Fewer than one-quarter of advisers' clients are under 45, with most clients falling within the 46-60 bracket, Octopus Money has found.

The Chartered Insurance Institute (CII) is pushing ahead with plans to review corporate chartered status this quarter.

The Flower Group has unveiled a mergers and acquisitions (M&A) support service tailored specifically for the wealth ...

Advisa Wealth manages £525m in assets and serves more than 1,800 clients with a 95% retention rate. Titan said this move ...

Chancellor Rachel Reeves has revealed a proposal to amend plans to abolish non-dom status to allow a more generous phase out ...