Investment management specialist Marlborough has appointed Dom Clarke as CEO to continue to drive forward the company’s ambitious growth strategy. Clarke has held senior roles at the Marlborough Group ...

Charles Bamford of Fairlight Capital Partners explains why trend-following strategies are an under-utilised tool in family office portfolios and deserve a larger role. Family offices around the world ...

Suffolk Building Society (BS) has expanded its criteria to help support British expats living overseas, including allowing them to get a mortgage to self-build a home in the UK, and allowing ...

The Financial Conduct Authority (FCA) is set to force workplace pension schemes to publish their investment returns, including forward-looking projections, under a new 'value for money' framework, ...

Brooks Macdonald has announced it is bringing together its Distribution and Investment Management functions, resulting in a restructure of the firm's senior leadership team. The firm said the ...

In this article, James Woodfall says financial advisers must blend emotional intelligence with clear communication to effectively support clients through uncertainty surrounding the 2025 Budget, ...

Tens of thousands more families are set to pay the high income child benefit charge (HICBC) over the next three years, new figures have revealed. HMRC’s official forecasts show that the number of ...

The number of people receiving end year tax demands from HMRC in the UK has soared over the past few years, new data shows. A freedom of information (FOI) request by Steve Webb, former pensions ...

The companies behind the high-profile Ingenious film and video game tax schemes have not been granted permission to take their legal fight forward in the UK. According to court documents, Ingenious ...

A fifth of wealthy over-55s in the UK are unaware that pensions are set to become liable to inheritance tax, new data shows. A survey conducted by wealth management firm Charles Stanley found 19% of ...

According to local newspaper Merkur, the fintech company has suffered a “data protection incident” which saw confidential data being stolen.

Digital wealth manager Moneyfarm has raised £44.1m ($59.5m, €52.8m) in its latest funding round. The capital increase was led by M&G and included postal service provider Poste Italiane, which has been ...