5+ day, 46+ min ago   (507+ words) Shackleton Advisers has agreed to acquire Aberdein Considine Wealth (AC Wealth), adding around £800m in assets under management and advice (AuMA) to its business. The deal will take Shackleton’s total assets under management and advice in Scotland to more than £1.3bn. AC…...

5+ day, 17+ hour ago   (402+ words) St James’s Place has appointed Justin Onuekwusi as chief executive, investments, after he had covered the role on an interim basis since January. Onuekwusi replaces Tom Beal, who has been on compassionate leave since the end of last year and…...

6+ day, 15+ min ago   (755+ words) Equity fund outflows reach £15.16bn as investors turn to cash UK investors continued to pull money from equity funds in August, marking the 14th month of outflows in the last 15, according to Calastone’s latest Fund Flow Index. Equity funds recorded net outflows…...

2+ week, 1+ day ago   (916+ words) For a couple of years, AI-related tech stocks have been setting records for valuations, IPOs and spending. Reservations have grown regarding the heights that just a few companies have pushed the value of indices; the top ten US stocks now…...

2+ week, 6+ day ago   (526+ words) Aviva has today (24 August) launched an integrated high value proposition to support advisers in addressing the complex and evolving needs of high-net-worth clients. The proposition brings together expertise across Aviva and Aviva Protection UK (formerly AIG Life) to create a…...

3+ week, 3+ day ago   (375+ words) AJ Bell Investments’ Gilt MPS has surpassed £100m in customer assets, highlighting growing adviser demand for short-dated government bonds as a tax-efficient alternative to cash. The Gilt MPS, launched in April 2025, provides advisers and clients with managed portfolios of UK government…...

3+ week, 3+ day ago   (747+ words) Amid the uncertain environment, high-quality assets – government bonds chief among them – are naturally attracting renewed attention. However, for investors willing to look beyond the most familiar asset classes, a compelling and often-overlooked segment continues to present opportunity. This underappreciated area…...

3+ week, 4+ day ago   (430+ words) Adviser recommendations for onshore and international bonds could shift further as firms prepare for pension funds to come into the inheritance tax net from April 2027, according to Defaqto data. Prudential retained its position as the most recommended provider for both…...

4+ week, 2+ day ago   (214+ words) Aviva has reported a 24% increase in group operating profit to £1.326bn for the first half of 2026, driven by strong growth across its wealth, general insurance, and retirement divisions. The insurance and wealth giant revealed that its wealth net flows surged by…...

1+ mon, 1+ week ago   (307+ words) UK wealth managers are increasing their exposure to emerging markets as confidence in the asset class strengthens, according to new research from Franklin Templeton. The survey found that 49% of wealth managers increased their emerging market allocations over the past 12 months,…...