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Top Money Marketing News

Bank of England holds interest rates at 4.25 per cent

Bank of England · United Kingdom

Bank of England holds interest rates at 4.25 per cent

51% Center coverage: 49 sources

The Bank of England has held interest rates to “squeeze out persistent inflationary pressures” amid tensions between Israel and Iran risking an alarming uptick in energy prices later this year. Officials said high inflation predictions and sticky wage growth figures had led them to opt for interest rates to be kept at 4.25 per cent while the emergence of a conflict in the Middle East had caused it to “remain vigilant”. See the Story

Inheritance Tax Referendum Spooks Swiss Super-Rich

Inheritance Tax Referendum Spooks Swiss Super-Rich

83% Center coverage: 6 sources

Bankers and lawyers warn of exodus ahead of public vote on 50 per cent rate for the very wealthy See the Story

Tired of Modern Dating and Marriage, More US Women Are Choosing to Be Alone: Report

Education · United Kingdom

Tired of Modern Dating and Marriage, More US Women Are Choosing to Be Alone: Report

100% Center coverage: 1 sources

A growing trend sees US women opting for independence rather than unsatisfying relationships, influenced by education and financial stability.See the Story

Liontrust profit slides after billions more outflows

Profit at Liontrust slid by more than a quarter after the fund manager suffered billions more in outflows. The London-based business reported an adjusted pre-tax profit of £48.3m for the year to end March 2025, a drop of 28 per cent compared to last year. Liontrust saw nearly £5bn in outflows over the period, though this was lower than the £6.1bn in outflows the firm experienced the previous year. The lion’s share of the outflows came from retai…Environment · United Kingdom See the Story

Nottingham financial planner doubles presence north of the border - East Midlands Business Link

Wren Sterling has doubled its presence north of the border, with the acquisition of City Financial (Aberdeen) Ltd, based in Aberdeen, Ellon and Inverness. The transaction sees over 6,000 clients and £700m of assets under management become part of Wren Sterling, boosting its overall AUM to £11bn. The City Financial transaction is the Nottingham financial […]Aberdeen, Scotland · Aberdeen See the Story

A year of change: What lies ahead for financial advice

Looking back over the past 12 months, it is clear that the old adage ‘the only constant in life is change’ has rarely felt more apt. The convergence of political uncertainty and economic turbulence has created fresh challenges for firms across the financial advice sector.… The post A year of change: What lies ahead for financial advice appeared first on Money Marketing.United Kingdom · United Kingdom Read Article

Dan Wiltshire: How a bumbling demeanour can help win over clients

One of my insecurities when I became a financial adviser was around my ability to engage with clients. My natural introversion had been incubated during many years spent working in actuarial departments. I had no sales or relationship management experience, and my people skills were… The post Dan Wiltshire: How a bumbling demeanour can help win over clients appeared first on Money Marketing.United Kingdom · United Kingdom Read Article

Rathbones director elected Sheriff of the City of London

Robert Hughes-Penney, Rathbones investment director, has been elected one of the two Sheriffs of the City of London, with his term set to begin September 2025. He will serve alongside Keith Bottomley in one of the UK’s oldest secular civic offices.London, England · London See the Story

TrinityBridge appoints Nigel Stockton as new CEO

TrinityBridge has appointed Nigel Stockton as chief executive, subject to regulatory approval. He will succeed Eddy Reynolds, who will step down in September 2025 after three and a half years in the role.United Kingdom · United Kingdom See the Story

PDG names 12 insurers in 2025 Claims Charter

The Protection Distributors Group (PDG) has named 12 insurers as signatories to its 2025 Claims Charter, recognising their commitment to improving claimant outcomes and raising industry standards.Cirencester · Cirencester Read Article

FA2B: Do we need more employed academies?

Many people aspire to be their own boss, and the financial advice profession is great at providing this opportunity. You can work for a firm on a self-employed basis or set up on your own. But is that something you would want or be able to do at the start of your career?Entrepreneurs · United Kingdom Read Article

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