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Cinven considers sale of wealth manager True Potential – report

The private equity firm has held preliminary discussions with possible advisers.

McHardy Private Wealth close to sealing acquisitions

McHardy and Thorntons share a number of directors and shareholders and Mr Kerr said the office moves were part of an evolution of the businesses.

Rutland wealth management firm acquires Stamford office

The acquisition marks a move out of Rutland for Indaba, although the firm intends to maintain its established client relationships across the county.

UK’s wealthy donate £12.4 billion to good causes as philanthropy continues to grow

Despite the growth in overall giving, the research reveals that levels of giving vary considerably, even among people with similar levels of wealth.

FNZ’s transformation to simplify operations, enhance client delivery and improve financial performance

FNZ plays a critical role in enabling wealth management and investment services at scale, with US$2.5 trillion in Assets on Platform (AoP) and serving 30 million end-investors globally.

The Canton of Glarus adopts the new ownership strategy of the Glarus Cantonal Bank

The Canton of Glarus is the majority shareholder of Glarner Kantonalbank and defines its expectations for its investment in its ownership strategy.

Aviva wealth net flows jump 31% to £10.9bn as AUM hits £267bn

The division was bolstered by wage inflation, member growth, 350 new scheme wins and £1.5bn in first-half transfers from the Mercer Master Trust.

Conor McNicholas recognised at Citywealth Future Leaders Awards 2026

Conor’s recognition highlights the expertise and commitment to client service that underpins Saffery’s approach to advising individuals and businesses with complex tax affairs.

Van Lanschot Kempen named best Private Bank Netherlands 2026

Mercier Van Lanschot was named Highly commended Private Bank Belgium 2026.

State Street and Van Lanschot Kempen introduce two active small cap ETFs

The ETFs are being launched as part of the strategic partnership between Van Lanschot Kempen and State Street IM.

Canadians take over Swiss wealthtech specialist

The Swiss provider of asset and wealth management software Allocare has a new owner.

FNZ Bank Selects Clearstream to Consolidate Fund Dealing and Post-Trade Activities

This decision marks a significant extension of the long-standing successful collaboration between the two firms.

Wealth manager charts new course with rebrand

The firm will continue to provide advice on investments, pensions, retirement planning and family wealth, serving individuals, families and business owners across the North East and beyond.

Proskauer Advises Ares, BlackRock, Pemberton and Investec on Sumer Group Refinancing

The transaction values Sumer at approximately £1 billion in enterprise value.

Cinven Weighs Sale of UK Wealth Manager True Potential

The private equity firm held early talks with possible advisers about a transaction, according to the people.

From operational foundations to customer value. The next challenge is scalability!

Italian private banking continues to show significant growth prospects.

Orchestrating intelligence: solving data and AI sprawl for asset owners

Moving from fragmented data pockets to a domain-aware control plane for better investment decisions.

Structures for the Great Wealth Transfer: comparing family succession vehicles

Transferring wealth from one generation to the next is likely to trigger material inheritance taxes if left until death.

Partners : Societe Generale Assurances, and Societe Generale Private Banking launch a private infrastructure fund available through life insurance policies

For investors, infrastructure represents a diversifying asset class.

Wealth and Asset Management