3+ day, 20+ hour ago   (283+ words) By Laura Purkess, 9 Sep 26 The report argues that sustainability should be treated as a mainstream part of financial advice An FCA-established working group, known as the advisers’ Sustainability Group, has released a new report urging financial advisers to ask every…...

1+ week, 4+ day ago   (339+ words) By Beth Brearley, 1 Sep 26 The media personality will also help develop a programme of practical financial content Skybound Wealth UK has appointed broadcaster and author Emmanuel Asuquo as a private wealth adviser. Asuquo is a regulated financial adviser who, at…...

2+ week, 5+ day ago   (189+ words) By Beth Brearley, 25 Aug 26 Utmost said rising sales signal increased confidence in the continued expansion of the sector Sales of international wealth insurance across Asia and the Middle East have jumped since 2023, increasing by £0.7bn and £0.6bn respectively, according to Utmost. In…...

2+ week, 5+ day ago   (266+ words) By Beth Brearley, 24 Aug 26 american flag waving blue sky French wealth manager Levitt Capital Management – which provides services for US citizens living in Europe – has opened its first New York office. The firm’s New York office in the Rockefeller Center…...

3+ week, 1+ day ago   (441+ words) By Gary Robinson, 21 Aug 26 Learn brings financial content, into one app-native environment. Invest presents selected investment opportunities with guided routes to begin an application Skybound Wealth has launched version 3.2 of the Skybound Wealth App, introducing Learn and Invest, two dedicated…...

3+ week, 5+ day ago   (460+ words) By Laura Purkess, 18 Aug 26 Further consolidation is expected, with 41% of surveyed firms planning to acquire another business or grow their clients or revenue The UK’s wealth management market has become increasingly concentrated, with the 10 largest firms by client numbers now…...

1+ mon, 1+ hour ago   (306+ words) By Beth Brearley, 13 Aug 26 The pair were previously at competitors Ed Teasdale, who left his role as a financial adviser at Skybound Wealth Management at the end of 2025, has joined Hoxton Wealth, while Sean Fitz-Henley heads to Hoxton from Blacktower…...

1+ mon, 1+ week ago   (43+ words) International Adviser By Dan Charles, 5 Aug 26 Jeremy Kausz on WealthGuard: Bringing Innovative Investment Solutions to Global Advisers Tags: FEIFA | Financial Planning | FinancialAdvisers | funds | IDAD | International Finance | Investing | InvestmentSolutions | WealthGuard | WealthManagement...

1+ mon, 1+ week ago   (283+ words) By Laura Purkess, 4 Aug 26 The international wealth insurance market sales surged over the past two years, jumping 46% to reach £53bn in 2025. The market has expanded rapidly from the £36.4bn recorded in 2023, according to new research by Utmost Wealth. The data, compiled by…...

1+ mon, 1+ week ago   (246+ words) By Gary Robinson, 31 Jul 26 The granting of the licence follows the official launch of Sanlam Private Wealth in Guernsey earlier this year. Sanlam Trustees International (Guernsey) Limited (STIGL) has been awarded a stand-alone fiduciary licence by the Guernsey Financial Services…...