short read
-
Schroders accelerates strategic reshaping of Wealth Management
Schroders today announces that it has agreed to sell Benchmark, its UK integrated financial advice business, to Söderberg & Partners, accelerating the strategic…
-
EY: Global financial services M&A activity rose again in H1 2
Global financial services M&A activity rose again in H1 2026, with an increase in deal volume, but overall value fell as fewer…
-
Wesleyan launches two new With Profits funds for advisers
Financial services mutual Wesleyan has launched two new With Profits Funds to increase access to the benefits of smoothed investments for advisers…
-
Hargreaves Lansdown strengthens Executive Leadership Team
Hargreaves Lansdown, the UK’s largest D2C investment and savings platform, is pleased to announce two new appointments – Charles Thompson as Chief…
-
HCR Law expands Private Wealth team with senior talent
In response to growing demand from high net worth and ultra-high net worth clients, HCR Law has expanded its national Private Wealth team with…
-
“Humans Buy Humans” – Nedgroup Investments CCO believes AI will not define the future of asset management distribution
This week on WealthDFM, we’ve been shining a spotlight on an issue that we think will play a critical role for the future…
-
Career development: industry comments on building the next generation of investment professionals
Completing this week’s In Focus series on Wealth DFM, looking at career development opportunities for young professionals in the investment world Investment…
-
Why career development matters more than ever for the investment management profession
This week on WealthDFM, we’ve been shining a spotlight on an issue that we think will play a critical role in shaping…
-
Finance remains graduates’ top career choice finds CFA Institute
This article is part of WealthDFM’s In Focus mini-series this week looking at career development opportunities for young professionals in the investment…
-
7IM appoints Chris Justham as Chief Distribution Officer
7IM has announced the appointment of Chris Justham as Chief Distribution Officer, with responsibility for all 7IM Intermediary businesses. Since its inception some…
-
PIMFA issues non-financial misconduct guidance
PIMFA, the trade association representing wealth managers and financial advisers across the UK, today publishes new guidance to help member firms navigate…
-
Principal AM launches $100m seeded Emerging Markets fund
Principal Asset Management® recently launched the Finisterre Emerging Markets Debt (EMD) High Income Fund, seeded with $100 million. The Fund provides investors…
-
Investors see first glimpse of Warsh era Fed today
Today is the first real glimpse of what the Warsh era at the Federal Reserve looks like, and investors will be looking…
-
FE fundinfo reveals winners of 2026 Alpha Manager of the Year Awards
FE fundinfo have announced that George Cheveley of Ninety One has won the title of Alpha Manager of the Year. Now in…
-
Pacific launches Efficient Diversification Fund
Pacific Asset Management (Pacific) announces the launch of the Pacific Efficient Diversification Fund, a UCITS strategy designed to provide investors with access…
-
Titan Wealth expands international wealth management offering
Titan Wealth today announces the acquisition of Progeny International, the international business arm of the Progeny Group subject to regulatory approval. Progeny…
-
Isio appoints Dan Thomas as Chief Executive Officer
Isio announces the appointment of Dan Thomas as its new Chief Executive Officer, effective 1 September 2026. Dan joins Isio with more…
-
Fairstone expands Welsh presence with new Cardiff hub
Fairstone has expanded its presence in Wales with the opening of a hub office in Cardiff, marking a significant step in its…
-
BlackRock launches STAR ETF, offering global space economy access
BlackRock launches the iShares Space Technologies UCITS ETF (STAR), giving European investors targeted exposure to the expanding global space economy with an…
-
Investec provides Barwood with £19.25m development loan for Birmingham PBSA scheme
Investec Bank plc announces that its Corporate Real Estate team has provided Barwood with a £19.25 million senior development loan to finance…
