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News in brief – 15 September 2025
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Third of UK adults relying on inheritance to fund retirement
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‘Fear of rejection’ biggest barrier for one in three aspiring buyers
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Primis Mortgage Network and Together launch partnership
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ModaMortgages partners with Mortgage Intelligence
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News in brief – 12 September 2025
INVESTMENTS
There are 1126 articles for the INVESTMENTS category
Tavistock Investments has completed the acquisition of Lifetime Financial Management Intermediaries for an undisclosed amount
Posted: 12/09/2025
Financial planning firm AAB Wealth has announced the acquisition of Integrity Financial Management and the consolidation of previous acquisitions under its brand
Posted: 09/09/2025
Bridging lender TAB has secured a £500m investment from funds managed by investment manager, AB CarVal
Posted: 09/09/2025
Hargreaves Lansdown has announced a partnership with Schroders Capital to add two of its private market long-term asset funds (LTAFs) to the platform
Posted: 08/09/2025
UK retail investors pulled £752m from funds during July, reversing the inflows of £208m in June, new figures published by the Investment Association (IA) have revealed
Posted: 04/09/2025
Aberdeen has entered into a strategic partnership with Titanbay to simplify access to private markets for wealth managers and distributers in the UK
Posted: 03/09/2025
Shawbrook Group has agreed to acquire specialist lender, ThinCats Group, for an undisclosed sum
Posted: 02/09/2025
Evelyn Partners’ assets under management (AUM) reached a record high of £64.6bn at the end of the first half of 2025, its half-year results report has revealed
Posted: 01/09/2025
Pivotal Growth has announced the acquisitions of More Choice Financial and McPolin Financial Services, to expand its presence across England and Northern Ireland
Posted: 28/08/2025
Advised platform assets under management (AUM) continued to rise in the second quarter of 2025, with net sales at their highest level in three years, analysis from The Lang Cat has revealed
Posted: 22/08/2025
Aberdeen has agreed the sale of its financial planning business to financial advice and planning firm, Ascot Lloyd, for an undisclosed sum
Posted: 21/08/2025
UK inflation increased to 3.8% in July, creeping up from 3.6% in the year to June, the Office for National Statistics (ONS) has revealed
Posted: 20/08/2025
An estimated £137bn could be unlocked for retail investments across the UK by improving financial confidence, according to new research by Moneybox
Posted: 20/08/2025
Contributions to new stocks and shares ISAs increased by 13% in the second quarter of 2025, Scottish Friendly has revealed
Posted: 11/08/2025
Perspective Financial Group has completed a further five acquisitions to take the group’s total number of acquisitions to 121
Posted: 07/08/2025
Octopus Money has agreed to acquire Virgin Money Investments in a move that the firm said would "significantly accelerate its growth in the direct-to-customer wealth market"
Posted: 06/08/2025
Quilter has posted an adjusted pre-tax profit of £100m in its first half results, a 3% improvement on H1 last year
Posted: 06/08/2025
Just Group has agreed to a £2.4bn acquisition offer from the Bermuda-headquartered retirement services firm, Brookfield Wealth Solutions (BWS)
Posted: 01/08/2025
Titan Wealth has announced its intention to acquire East Anglian-based advisory and discretionary portfolio management (DPM) firms, Finance Shop and FS Wealth Management
Posted: 30/07/2025
AJ Bell has reported its highest ever quarterly net inflows in Q3, which totalled £2.5bn in the three months to 30 June
Posted: 24/07/2025
The Personal Finance Society (PFS) has announced a £1m investment in initiatives designed to attract talent for the benefit of the financial planning profession
Posted: 23/07/2025
UK inflation increased to 3.6% in June, after remaining at 3.4% in the 12 months to May, the Office for National Statistics (ONS) has revealed.
The latest figure is the highest inflation rate recorded since January 2024, when consumer prices index (CPI) inflation reached 4%
Posted: 16/07/2025
The Right DA Club has reported "strong results" for the first half of 2025, with growth in both its membership take-up and income
Posted: 14/07/2025
Adult cash ISA balances reached a total of £417bn at the end of May, increasing from £410.5bn in April, Paragon Bank has revealed
Posted: 14/07/2025
Gross domestic product (GDP) fell by 0.1% month-on-month in May, after dropping by 0.3% in April, the Office for National Statistics (ONS) has revealed.
In the three months to May, GDP is estimated to have increased by 0.5% compared to the three months to February 2025
Posted: 11/07/2025
A cash ISA saver maxing out their annual allowance every year since the product launched in 1999 may have lost out on more than £134,000 in real wealth creation compared to those investing in UK shares, research by IG has found
Posted: 09/07/2025
Partners Wealth Management (PWM) has announced the acquisition of Navigate Capital Management (NCM)
Posted: 08/07/2025
Shackleton has announced the acquisition of the Chetwood Group for an undisclosed amount
Posted: 03/07/2025
Ninety-five per cent of surveyed advisers have reported growth in protection sales, PRIMIS has revealed
Posted: 03/07/2025
Independent financial advisers (IFAs) and wealth managers are planning to increase their clients’ exposure to private markets, Wealth Club has found
Posted: 02/07/2025
Keystone Property Finance has successfully completed its fifth securitisation, containing £400m worth of buy-to-let (BTL) loans originated by Keystone and including £80m of pre-funding
Posted: 01/07/2025
Investing and trading platform IG has launched a new campaign in a bid to “reverse the alarming decline of the UK’s equity market”
Posted: 26/06/2025
The number of SMEs looking to spread the cost of tax bills has more than doubled over the past two years, Premium Credit has found
Posted: 24/06/2025
Par Equity is to merge with Praetura Ventures and its adviser-focused arm, Praetura Investments, to create a new venture capital and investment firm, PXN Group
Posted: 20/06/2025
British Business Bank has announced a £10m tier two investment in Shawbrook Bank, as part of its latest £75m capital raise
Posted: 19/06/2025
The Openwork Partnership has successfully completed a transaction to acquire advice firm Milecross Financial Solutions
Posted: 19/06/2025
Shackleton Advisers has entered into a definitive agreement for a majority investment from funds managed by Lee Equity Partners
Posted: 18/06/2025
New bridging loan completions totalled £2.8bn in Q1 2025, matching the record set in Q4 2024, the Bridging & Development Lenders Association (BDLA) has revealed
Posted: 16/06/2025
Shares in Metro Bank have increased by over 10% in early trading, following rumours of a potential takeover deal
Posted: 16/06/2025
Broadstone has announced the acquisition of ExactVAL, aimed at strengthening its capabilities in the life insurance and bulk purchase annuity (BPA) market, for an undisclosed amount
Posted: 12/06/2025
UK GDP was weaker than expected in April, with the economy contracting by 0.3%, compared to market expectations for a 0.1% fall
Posted: 12/06/2025
A new type of private stock market will be launched later in 2025 after the FCA announced the final rules for its Private Intermittent Securities and Capital Exchange System (PISCES)
Posted: 10/06/2025
Mercer, a Marsh McLennan business, has reached an agreement to acquire the UK investment advisory firm Fundhouse for an undisclosed amount
Posted: 09/06/2025
Together Financial Services has announced the successful issuance of a new £500m bond offering
Posted: 05/06/2025
Black & White Bridging has successfully lent over £250m since its launch in 2021, the firm has announced
Posted: 05/06/2025
International wealth advisory group Skybound Wealth Management has announced plans to expand its UK-regulated business
Posted: 02/06/2025
House prices increased month-on-month by 0.5% in May, after dropping by 0.6% in April, Nationwide has revealed
Posted: 02/06/2025
Mattioli Woods and Kingswood Group have announced a merger agreement that will see them combine to create a single UK wealth management group, subject to regulatory approval
Posted: 29/05/2025
Retirement and estate planning (31%) and intergenerational wealth planning (31%) are the top priorities for clients of financial planning firms, Saltus has found
Posted: 29/05/2025
Financial advice network, the Openwork Partnership, has secured a £120m investment from private investment firm, Bain Capital
Posted: 28/05/2025
More than half (56%) of DIY investors increased their exposure to cash in the three-month period between February to April, Charles Stanley Direct has revealed
Posted: 28/05/2025
AJ Bell has posted a 12% jump in pre-tax profit to £68.8m in the first half of its financial year
Posted: 23/05/2025
Wealth management and financial planning firm, Saltus, has announced the acquisition of Delta Financial Management, for an undisclosed amount
Posted: 23/05/2025
Wealth managers clients’ appetite for certainty and greater portfolio diversification is rising amid ongoing market volatility, according to EY’s Global Wealth Research Report
Posted: 22/05/2025
Royal London has reached an agreement to acquire UK-based infrastructure asset manager, Dalmore Capital, subject to regulatory approval
Posted: 22/05/2025
UK inflation has overshot growth expectations by increasing back up to 3.5% in the year to April, the Office for National Statistics (ONS) has revealed
Posted: 21/05/2025
Over seven in 10 (72%) intermediaries have predicted growth in the bridging market in 2025, research by Black & White Bridging has found
Posted: 21/05/2025
Foundation Home Loans has secured £550m in new funding after the successful completion of its Braccan Mortgage Funding 2025-1 deal
Posted: 16/05/2025
Evelyn Partners’ assets under management and advice (AUMA) fell by £1.1bn to £61.9bn in the first quarter of 2025, its latest trading update has revealed
Posted: 13/05/2025
FRP Advisory has announced the acquisition of One Advisory in a deal worth up to £8.1m
Posted: 12/05/2025
MWA Financial has acquired Kent-based independent financial adviser, Knighthood Financial Advice (KFA)
Posted: 09/05/2025
Two in three (66%) independent financial advisers (IFAs) are feeling negative about cryptocurrency as an investment opportunity for their clients, new research by Opinium has revealed
Posted: 30/04/2025
LHV Bank has seen its loan book increase by over 30% quarter-on-quarter in Q1 2025, reaching £400m
Posted: 29/04/2025
The British Business Bank has accredited Creative Growth Finance (CGF) as a delivery partner under its Growth Guarantee Scheme
Posted: 28/04/2025
AJ Bell increased its assets under administration (AUA) to a record £90.4bn in its second quarter, a figure up 13% on last year
Posted: 24/04/2025
Financial adviser Shackleton has announced the launch of a new personal injury and court of protection division
Posted: 23/04/2025
Investor confidence in UK markets fell by 28% in the first week of April, Hargreaves Lansdown has found
Posted: 22/04/2025
Swedish wealth manager Söderberg & Partners has made investments into four more UK-based independent financial adviser (IFA) firms
Posted: 16/04/2025
Thirty-eight per cent of advisers are "regularly turning away" potential new clients enquiring about later life lending options because they lack confidence in providing a suitable service, Key Later Life Finance has found
Posted: 16/04/2025
The rate of inflation slowed again in March to reach 2.6%, the Office for National Statistics (ONS) has revealed
Posted: 16/04/2025
Benchmark Capital, a financial planning solutions provider part of the Schroders Group, has acquired the remaining minority stake in Oculus Wealth Management
Posted: 15/04/2025
The average asking price for a house in Great Britain hit a new record of £377,182 in April, Rightmove has found
Posted: 14/04/2025
UK GDP grew by 0.5% month-on-month in February with growth recorded across all sectors, the Office for National Statistics (ONS) has revealed
Posted: 11/04/2025
One in five (19%) independent financial advisers (IFAs) are anticipating an increase in their clients moving money from investments to cash savings, new research by Opinium has shown
Posted: 11/04/2025
Over one in five (21%) investors who have made financial mistakes in the past regret not researching their investments properly, Columbia Threadneedle Investments has revealed
Posted: 10/04/2025
Perspective Financial Group has announced nine new acquisitions of financial planning firms and added £900m in assets under advice to the group
Posted: 09/04/2025
Scottish Friendly has announced plans to acquire the pension and annuity in payment books of business from Fidelity International, subject to regulatory approval
Posted: 09/04/2025
Ninety-four percent of financial planners involve family members when advising in the wealth transfer process, Quilter Cheviot has found
Posted: 09/04/2025
Adults holding cash ISAs are almost twice as likely to open a junior cash ISA for their children compared to a junior stocks and shares ISA, the Investment Association has found
Posted: 08/04/2025
Financial planning firm Finli Group has expanded its UK operations with a further five acquisitions in March
Posted: 08/04/2025