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Wealth Management & Market News
- Over 90% of UK model portfolios heavily exposed to US dollar riskon August 28, 2026 at 11:02 am
Data shared with Investment Week by Defaqto revealed that the overwhelming majority of UK model portfolios are heavily exposed to any movements in […]
- US Treasury interventionism highlights currency risk to UK wealth portfolioson August 25, 2026 at 12:05 pm
US Treasury Secretary Scott Bessent’s controversial move to double buybacks of 10- and 30-Year bonds last Wednesday (19 August) was widely viewed […]
- Quilter Investors red flags majority of Cirilium Active funds alongside 17 sub-advised funds in AoVon August 13, 2026 at 11:21 am
The majority of Quilter Investors’ Cirilium Active multi-asset range and several of its sub-advised funds have been red flagged for overall […]
- St James's Place repositions portfolio to increase Japanese equity exposureon August 3, 2026 at 11:37 am
St James’s Place (SJP) has increased its allocations to Japanese equities by £940m across its multi-asset portfolios and reduced its European […]
- The Big Interview: Quilter Investors CIO Marcus Brookes on MPS competition and the FCA's reviewon July 22, 2026 at 2:10 pm
“In the mid-80s, a guy called Bernie told my dad he should invest in something called the Hong Kong Land Property Trust. Within six months, that […]
- AJ Bell moves cash to US TIPS in latest fund range rebalanceon July 22, 2026 at 2:05 pm
AJ Bell has reduced cash equivalent holdings across its fund and MPS range and reallocated capital to short-dated US Treasury Inflation-Protected […]
- Investment Week presents: Investment Edge A new CPD platform for financial professionalson July 16, 2026 at 5:53 am
- Canaccord Wealth launches model portfolios for UK-based US citizenson July 2, 2026 at 10:54 am
Canaccord Wealth has launched a specialist managed portfolio service (MPS) specifically for US citizens living in the UK.
- AJ Bell Investments onboards two adviser firms to MPS book after fee cuton June 9, 2026 at 1:41 pm
Financial Initiatives and Blue Atlas Wealth have been added to AJ Bell Investments’ model portfolio service book, the former joining this month and […]
- Quilter selects PIMCO to manage Global Government Bond fund in rebalanceon May 13, 2026 at 1:55 pm
Quilter has launched of its Quilter Investors Global Government Bond fund today (13 May) and selected PIMCO to manage the mandate.
- Investment Week presents: Investment Edge A new CPD platform for financial professionalson July 16, 2026 at 5:53 am
- AIC calls on MPs to reconsider cut to VCT tax reliefon July 1, 2026 at 1:50 pm
The Association of Investment Companies (AIC) has written to MPs to request they reconsider the impact of the government’s reduction in venture […]
- Property Roundtable with Catalyst: The impact of the Building Safety Act on investorson June 15, 2026 at 11:11 am
In a recent roundtable hosted by Investment Week and Catalyst, property experts discussed the consequences of the landmark Building Safety Act (BSA) […]
- FCA plans to allow UCITS funds to indirectly invest in cryptoon June 8, 2026 at 2:18 pm
The Financial Conduct Authority plans to allow UCITS funds to invest in cryptocurrencies and other crypto assets through crypto exchange-traded notes […]
- Investment Week unveils shortlists for industry categories at Fund Manager of the Year Awards 2026on May 19, 2026 at 10:40 am
Investment Week is pleased to unveil the finalists list for the industry categories at the Fund Manager of the Year Awards for groups supporting […]
- Aberdeen head of UK wholesale McCarthy on returning vowels, enhanced index funds and consolidationon January 15, 2026 at 11:44 am
Fergus McCarthy, head of UK wholesale and closed end fund sales and marketing at Aberdeen Investments, said the mood last year - including from […]
- Partner Insight: Diversification proves its worth as markets reseton December 22, 2025 at 8:00 am
- FCA chief: No allegations of market abuse around Budget leaks so faron December 16, 2025 at 2:09 pm
Financial Conduct Authority (FCA) chief executive Nikhil Rathi has told the Treasury Select Committee it is not looking at any allegations of market […]
- Event Voice: Your Questions Answered by BNY Investments at the Investment Week Leaders Summiton December 1, 2025 at 10:34 am
- AllianceBernstein's Adam Peters: 'It is business solution to business solution, not product...on November 25, 2025 at 2:11 pm
Adam Peters joined AllianceBernstein as head of UK retail at the start of 2025 at a pivotal time for the asset manager’s ambitious plans to build […]