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1 week ago | 
citywire.com | Daniel Grote
The UK’s best-performing adviser funds can be revealed thanks to exclusive Citywire analysis of 25 in-house investment propositions housing more than £250bn of client money.
The research examines the returns of more then 270 funds run by advice firms ranging from the large, such as St James’s Place (SJP) and True Potential, to regional players.
It highlights which fund propositions have been delivering the strongest returns to clients and which are lagging peers. Already have an account?
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2 weeks ago | 
citywire.com | Sophie Downes |Daniel Grote |Natalia Vasnier |Selin Bucak
Investors in high-charging offshore funds run by advice consolidator Atomos are set for a reduction in fees when they are merged later this month.
Paul Robinson, chief executive of VAM Funds, which operates the funds and markets them to offshore financial advisers, said charges were likely to fall by between 80 and 100 basis points following the merger, ‘and will be driven lower over time’.
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3 weeks ago | 
citywire.com | Daniel Grote |Himanshu Singh |Natalia Vasnier |Dylan Lobo
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3 weeks ago | 
citywire.com | Daniel Grote
Want to ensure your pay progresses in line with peers? Securing salary increases is only half the battle.
Citywire Wealth Manager’s 2025 Pay Report, which drew responses from 344 wealth management staff from all corners of the UK, lifts the lid on how much earnings rise as employees gain experience.
It shows that bonus payments contribute even more than salaries to higher pay packages for older wealth management employees. Already have an account?
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1 month ago | 
citywire.com | Daniel Grote |Michelle McGagh |Natalia Vasnier |Dylan Lobo
Today we reveal the winners of the best portfolio manager awards.
The winning managers generated the highest risk-adjusted return in their investment sector.
The methodology can be found here. Already have an account? Do you personally advise on or manage investments for clients?
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1 month ago | 
citywire.com | Daniel Grote |Michelle McGagh |Natalia Vasnier |Dylan Lobo
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1 month ago | 
citywire.com | Daniel Grote
Private client investment managers with Chartered Wealth Manager status earn £57,000 more on average than those one rung down the CISI’s qualifications ladder, exclusive Citywire research has found.
Citywire Wealth Manager’s 2025 Pay Report found that investment managers who have achieved the Chartered Institute for Securities & Investment’s (CISI) highest qualification receive an average total pay package of £260,000.
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1 month ago | 
citywire.com | Daniel Grote |Dylan Lobo |Natalia Vasnier |Sophie Downes
Jupiter is to cut another £15m in costs as part of an ongoing strategic review of its operating model.
In a regulatory announcement, Jupiter said it had identified further opportunities to reduce the complexity within the asset manager.
Jupiter expects these additional cost-cutting to be achieved by the end of 2026. Already have an account? Do you personally advise on or manage investments for clients?
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1 month ago | 
citywire.com | Daniel Grote
Private client investment managers are earning an average of £234,000 a year – but most think they should be paid more, exclusive Citywire research has revealed.
A Citywire survey of 344 UK wealth management employees has lifted the lid on pay packages across the sector.
With responses drawn from all corners of the UK, the research reveals the differences in pay between jobs, the impact of qualifications on remuneration and the extent of wealth management’s gender pay gap.
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1 month ago | 
citywire.com | Daniel Grote
UK wealth managers are returning to the office in rising numbers, with younger employees leading the way, exclusive Citywire research has found.
A Citywire survey of 344 UK wealth management employees found that eight in 10 are now working an average of three days a week in the office or more, up from two-thirds a year ago.
The average UK wealth manager now spends 3.4 days a week in the office, up from 2.9 in 2024 and well above the national average for office workers.
