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, 10/07/2026 To play video click on the image above and it will appear in a seperate tab How can a disciplined capital return strategy influence performance? Companies can return value to shareholders in three main ways: Dividends<... About PAM PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management. Read more about PAM

Schroders Wealth Management has appointed Wilaf Moore as chief executive, UK and Channel Islands for Cazenove Capital. Having spent more than 25 years with Schroders and Cazenove Capital, Mr Moore advises many of the firm's largest and most complex client relationships. This appointment was part of a series of senior leadership appointments within Schroders’ global wealth management business. These appointments include that of Grace Lavelle, who has been named chief investment officer (CIO).

News Team, 03/07/2026 Anthony Carty Clifton Wealth Partnership (CWP) has acquired Morgan Law Financial Services, a Suffolk-based wealth planning firm serving clients across East Anglia. CWP, part of Bristol-based Clifton Group, has completed a series of acquisitions over the past few years. In April this year, CWP acquired Cutting & Carter...

JP Morgan Private Bank has appointed Phil Ronayne as an executive director. Based in the bank's London office, Mr Ronayne will focus on supporting ultra-high net worth (UHNW) clients. He will also work alongside the UK lending team. Mr Ronayne has 15 years of experience in the banking industry, most of which he gained at HSBC. During his time there, he held roles across the UK and the UAE in both the corporate and private banking divisions. Most recently, he was a director at HSBC Private Bank.

News Team, 13/07/2026 A look back at the most read stories on eprivateclient last week… Monday DMH Stallardjoined other law firms in warning UK families and executors they face a complex and potentially distressing ‘administrative time-bomb’ unless they prepare for sweeping changes to how p...

The Financial Conduct Authority (FCA) has set out new rules requiring firms who support people to buy, trade and hold crypto meet clear operating standards. These new rules are due to come into force in October 2027. The regime is intended to provide the foundation for a more sustainable and trusted crypto market in the UK. As part of the rules, all firms must fulfil financial resilience requirements including capital and stress testing. Additi...

The Financial Conduct Authority (FCA) has led an international crackdown on illegal finfluencer promotions, resulting in three arrests and 650 social media takedown requests, according to its latest annual report. The regulator also secured a combined 11 years in prison for two insider dealing cases during the first year of its five-year strategy, which it said has focused on protecting consumers, tackling financial crime and supporting market integrity. ...

The Financial Conduct Authority (FCA) has published a review examining the impact of artificial intelligence (AI) on retail financial services through to 2030. The Mills Review aimed to consider the implications of AI for consumers, firms, markets and regulators. Commissioned by the board, the report has been led by FCA executive director Sheldon Mills. The report highlighted four AI‑driven shifts the FCA believes are likely to impact ...

The Financial Conduct Authority (FCA) has appointed Kirsty Cooper as chair of the listing authority advisory panel (LAAP). She has succeeded former chair of the LAAP, Mandy Gradden. Ms Cooper is a non-executive director and chair of the people committee at Scottish Widows Group and a non-executive director and chair of the risk and compliance committee at Aon UK Group. She has over 30 years' experience in the insurance and financial services sector. Latte...

The Financial Conduct Authority (FCA) has outlined what financial firms can do to improve how products and services meet consumers’ needs. The regulator believes that, when products are designed with consumers’ needs firmly in mind, they can support good outcomes, helping people make informed choices, get fair value, and receive the support they need to navigate their financial lives. When product design falls short, however, it can confuse or mislead consumers, incr...