wealth management

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

Geopolitics and government debt top concerns for fixed income markets

Fixed income

Geopolitics and government debt top concerns for fixed income markets

Nedgroup Investments survey

18 August 2026 • 1 min read

FCA: Top ten wealth management firms hold nearly 90% of all UK clients

Wealth Management

FCA: Top ten wealth management firms hold nearly 90% of all UK clients

FCA Wealth Management Survey Report

18 August 2026 • 3 min read

Equity fund outflows spike as Burnham takes the reins

Funds

Equity fund outflows spike as Burnham takes the reins

Calastone flows index

06 August 2026 • 3 min read

Former CCLA intermediary sales head Sam Pennefather to join Insignis Cash

People moves

Former CCLA intermediary sales head Sam Pennefather to join Insignis Cash

Spearhead the wealth division

29 July 2026 • 1 min read

Titan Private Wealth appoints Todd Cijunelis as investment director

People moves

Titan Private Wealth appoints Todd Cijunelis as investment director

Fraser Black joins from RBC Brewin Dolphin

29 July 2026 • 1 min read

St James's Place shares down amid AR firm exits

Companies

St James's Place shares down amid AR firm exits

As one large firm heads to Söderberg

17 July 2026 • 2 min read

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