wealth management

Evelyn Partners expands MPS with onshore bond wrappers

Bonds

Evelyn Partners expands MPS with onshore bond wrappers

Across major adviser platforms

14 September 2026 • 2 min read

Sheridan Admans' Infundly appoints Ben Yearsley and Gavin Haynes to lead advisory board

People moves

Sheridan Admans' Infundly appoints Ben Yearsley and Gavin Haynes to lead advisory board

Fund research business for advisers

11 September 2026 • 1 min read

Schroders Capital's private markets UK wealth director James Lowe departs

Business roles

Schroders Capital's private markets UK wealth director James Lowe departs

After more than a decade

10 September 2026 • 1 min read

Is tokenisation a threat or an opportunity for wealth managers?

Technology

Is tokenisation a threat or an opportunity for wealth managers?

Readiness and liquidity concerns

03 September 2026 • 6 min read

People moves

Baker Steel hires Harry FitzGerald to spearhead UK distribution drive

Previously at Montanaro AM

02 September 2026 • 1 min read

Nomura appoints business development director in UK and Ireland team

People moves

Nomura appoints business development director in UK and Ireland team

Previously at Downing

02 September 2026 • 1 min read

Over 90% of UK model portfolios heavily exposed to US dollar risk

Global

Over 90% of UK model portfolios heavily exposed to US dollar risk

Defaqto data

28 August 2026 • 3 min read

Companies

Deep Dive: Brand loyalty needs to be strong for proper client relationships

Consistency can be crucial

28 August 2026 • 3 min read

Vanguard expands further into advice with acquisition of US wealth platform Altruist

US

Vanguard expands further into advice with acquisition of US wealth platform Altruist

Deal reportedly worth $4bn

27 August 2026 • 2 min read

Canaccord Wealth acquires EFG Harris Allday

Companies

Canaccord Wealth acquires EFG Harris Allday

£3.1bn

19 August 2026 • 2 min read

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