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UK financial services firm AJ Bell has published a list of 36 investment trusts which are still going today and pre-date the Queen’s accession to the throne.

UK institutional investors and wealth managers are increasingly looking to frontier markets for diversification but want more ESG data if they are to boost allocations, new research from Dragon Capital shows.

The appeal of impact investing has reached all-time highs in the fifth impact investing survey by global asset manager American Century Investments.

New research conducted by RBC Wealth Management, part of Royal Bank of Canada, shows that four in five (79 per cent) affluent 25–34 year olds in the UK have a wealth management solution in place and nearly a third (31 per cent) have either started using a wealth management solution within the last six months or plan to find one in the next six months. Some 6 per cent claimed to not need a wealth management solution.

After a three-year lull caused by Covid, we are very pleased to announce the winners in the popular Wealth Adviser awards, with the winners announced this week at our awards event in London’s Knightsbridge.

UK financial services firm Hargreaves Lansdown’s research team has expanded to cover ETFs as well as trackers, and actively managed funds and investment trusts.

Wealth Club, the UK’s largest broker for wealthy and sophisticated clients, has announced the appointment of Charlie Huggins as Head of Equities. The firm writes that in his role Huggins will be responsible for the roll out of a discretionary share portfolio service, which is due to launch at the end of 2022. 

A third (31 per cent) of financial services and banking professionals are planning to leave the industry due to high pressure, according to a new report by LemonEdge, a global digital accountancy platform for the private capital and venture capital industry.

7IM Group revenue increased by 31.6 per cent in 2021, climbing to GBP92.3 million from GBP70.1 million in 2020. The firm writes that assets under management

rose by almost GBP3 billion to GBP21 billion as at 31st December 2021 and profit before tax almost doubled in 2021, coming in at GBP9.5 million against 2020’s GBP5.2 million, an 83 per cent increase.