Investment

Financial Report. Reviewing investment portfolio. Adjusting portfolios from raising interest rates from the federal government or FED. Inflation, stock markets, funds, cryptocurrencies. Investors check their investment assets.

Investment | 19 Nov 25

UK advisers boost allocations to alternatives and emerging markets

Over the past year, 36% of advisers reported that they had increased their exposure to alternatives

Companies | 19 Nov 25

Crédit Agricole wealth management arm acquires wealth tech firm

Indosuez Wealth Management has acquired Wealth Dynamix

Businessman works on laptop Showing business analytics dashboard with charts, metrics, and KPI to analyze performance and create insight reports for operations management. Data analysis concept.Ai

Companies | 18 Nov 25

Parmenion partners with Mabel Insights to roll out portfolio analysis tools for advisers

Parmenion says it can arm advisers with data to better inform their decisions

Companies | 18 Nov 25

RAW Capital Partners’ mortgage fund hits £200m AUM

Exclusive: The company is now targeting £500m AUM in the next three years

Investment | 17 Nov 25

UK advisers say cash ISA cut won’t increase domestic investment

68% of IFAs said that reducing the cash ISA limit won’t encourage investment in UK equities