The most common mistake wealthy families make isn't about how much they've accumulated. It's about what they do next. The right strategy at $1m is the wrong strategy at $20m, and applying yesterday's ...

Pension savers withdrew £3.9bn in lump sums from the defined contribution pensions in Q4 2024–Q3 2025, up by £868 million on the previous 12-month period, new figures show. Lump sum withdrawals hit a ...

The UK has signed an investment partnership with Australia to support superannuation and pension capital investment between the two countries. The MoU was signed by UK Chancellor of the Exchequer ...

Sapia Partners has agreed to pay more than £19m to WealthTek clients after failing to protect client money. The FCA has censured Sapia after finding the firm did not put enough safeguards in place to ...

The FCA has chosen eight firms to join its second cohort of finance firms live testing AI applications. Speaking at UK FinTech Week, the FCA’s chief data, information and intelligence officer Jessica ...

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.

Clifton Asset Management has appointed Ashley Wise for the newly created role of Chief Technology Officer (CTO). He joins Clifton from Saltus, where he was a partner and CTO for five years, leading ...

High net worth individuals (HNWIs) are reassessing their international plans due to global instability and geopolitical upheaval as tax mitigation is deprioritised, says Utmost’s Marc Acheson. Until ...

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 ...

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 ...

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 ...