Wealth Management & Market News
- Evelyn Partners favours Europe over UK in Index MPS rebalanceon October 21, 2025 at 10:38 am
Evelyn Partners has pivoted towards fixed interest and has shaved UK equity holdings in favour of European equities in the latest rebalance of its […]
- Evelyn Partners sheds UK equities in Core MPS rebalanceon October 17, 2025 at 10:44 am
Evelyn Partners has reduced its UK equities exposure across its Core Managed Portfolio Service (MPS), addressing “a large overweight to the UK and […]
- Quilter Investors launches absolute return fund as part of WealthSelect MPS rangeon October 14, 2025 at 7:26 am
Quilter Investors has selected Janus Henderson Investors for the launch of its latest sub-advised mandate within the WealthSelect Managed Portfolio […]
- Janus Henderson's global products head predicts downfall of mutual funds over next 20 yearson September 30, 2025 at 2:02 pm
Mutual funds are set to be replaced by other products as technology advances over the coming two decades, Janus Henderson’s global head of products […]
- Quilter WealthSelect MPS moves equity gains into fixed income in latest rebalanceon September 30, 2025 at 1:55 pm
The team behind Quilter’s WealthSelect Managed Portfolio Service has topped up its fixed income, cash, and alternatives allocations in its latest […]
- IBOSS to reduce OCF cap across three of its five MPS rangeson September 29, 2025 at 1:43 pm
IBOSS Asset Management, part of the Kingswood Group, has set out plans to reduce the cap for its ongoing charges figure (OCF) by an average of 11% […]
- Cybersecurity issue forces Tutman Fund Solutions to suspend dealing on raft of fundson August 14, 2025 at 1:27 pm
Tutman Fund Solutions (TFSL), a Chichester-based Authorised Corporate Director (ACD), has suspended its dealing on a group of its funds until a […]
- Success rate of active managers flatlines as stock pickers navigate choppy waterson August 5, 2025 at 12:25 pm
Fixed income fund managers have become marginally less successful over the last year while the success of equity managers has remained flat as they […]
- Ex-Tory treasurer's long-only Nutshell Growth fund eclipses 700% portfolio turnover in twelve monthson July 30, 2025 at 12:52 pm
The portfolio turnover of the long-only quality growth fund backed by former Conservative party billionaire treasurer Michael Spencer has surpassed […]
- T. Rowe Price Global Value Equity fund added to HL's Wealth Shortliston July 28, 2025 at 12:02 pm
Hargreaves Lansdown has added the T. Rowe Price Global Value Equity fund to its Wealth Shortlist.
- FCA's Nike Trost to give keynote speech at Investment Week Private Markets Summit in Octoberon September 11, 2025 at 12:50 pm
Private markets have entered an exciting new era in the UK, as moves like the Mansion House Accord, the inclusion of LTAFs in stocks and shares ISAs […]
- On the night gallery: Fund Manager of the Year Awards 2025on June 23, 2025 at 8:57 am
Investment Week was pleased to bring the industry together again to recognise the winners of the Fund Manager of the Year Awards 2025, at a special […]
- Investment Week reveals Leaders List 2025on May 21, 2025 at 10:53 am
Investment Week is excited to unveil its inaugural Leaders List 2025, as part of the brand’s 30th Anniversary celebrations, in association with […]
- FCA private messaging crackdown not expected to expand to wealth and asset managementon May 15, 2025 at 2:04 pm
The push from the Financial Conduct Authority to assess and monitor the use of private messaging apps in financial services is not expected to be […]
- FCA private markets review raises valuation concernson March 5, 2025 at 12:05 pm
Private markets firms need to better manage the process they use to value assets, according to a review of the sector by the Financial Conduct […]
- Lords committee to publish report into FCA name and shame 'shortly'on January 23, 2025 at 8:07 am
The Lords Financial Services Regulation Committee (FSRC) is expected to produce its report on the Financial Conduct Authority's (FCA) name and shame […]
- Outlook 2025: More regulation overhaul expected from FCA and the Treasuryon December 17, 2024 at 11:12 am
In this video, Special Projects Editor Cristian Angeloni recaps the key regulatory events that have shaped 2024 and their impact on the industry, as […]
- FCA softens enforcement approach following backlashon November 28, 2024 at 11:35 am
The Financial Conduct Authority has sought to ease concerns regarding its enforcement investigations following industry backlash earlier this year, […]
- MainStreet Partners launches SDR due diligence tool for fund buyerson June 14, 2024 at 12:04 pm
MainStreet Partners have launched a tool to help fund buyers verify compliance with the Financial Conduct Authority's Sustainability Disclosure […]
- BNY Mellon undergoes name change amid extensive rebrandon June 12, 2024 at 11:04 am
US-based BNY Mellon, has undergone a full scale brand update, including a new logo and name change.