The vast majority of HNW individuals (78%) believe that setting Financial Planning targets is important but only 1 in 4 have spoken to financial adviser this year, preferring to adopt a 'hit and hope' approach, according to a new survey.

Sanlam UK, part of the international financial services group Sanlam Limited, has completed the acquisition of the Thesis Asset Management. 

A significant number of investors under 45 - including those receiving money from inheritance - want their investments to benefit society and not just themselves.

The Personal Finance Society (PFS) has elected John White as its president for 2018/2019 at the professional body’s AGM.