Investment
The latest investment news by asset class
Industry 8 Dec 25
FCA proposes new client classification rules to give more flexibility to wealthy investors
One proposal is to allow individuals with more than £10 million in investable assets to opt out of retail protections
Europe 8 Dec 25
Fidelity International hires Santander AM CEO as new head of EMEA
Samantha Ricciardi will take on the new role in March 2026
Industry 2 Dec 25
Skybound Wealth unveils dedicated cross-border support desk within Athletes & Creators division
Clients can use Skybound’s platform and planning tool to assess how decisions will play out over time
Investment 2 Dec 25
Bank of England set to stress test private markets
The Bank said private markets have “not been tested through a broad-based macroeconomic stress at their current size”
Rathbones AM launches new Asia ex-Japan fund
The fund is managed by Lisa Lim and is an actively managed portfolio
Investment | 28 Nov 25
Kingsley Napley: High tax Budget hits middle classes more than high-net-worths
James Ward said chancellor Rachel Reeves appeared to have “read the room” and did not want to fuel more wealthy individuals leaving the UK
Investment | 28 Nov 25
HMRC confirms cash held in stocks & shares ISAs will be penalised
It is also planning to prevent transfers from stocks and shares ISAs into cash ISAs
Investment | 27 Nov 25
Dividend tax changes have dragged “millions” of UK investors into paying tax
3.7 million people are expected to pay dividend tax this year
Hoxton Wealth’s Chris Ball on announcements from the UK Budget and what they will mean
Hoxton Wealth CEO Chris Ball walks through the implications of yesterday’s Budget