06/12/2026
Brown Shipley announces launch of Quintet Financial Services (QFS), enhancing its UK institutional offering
Business serving institutional & professional investors, with strong UK intermediary focus, poised for accelerated growth
06/12/2026
Business serving institutional & professional investors, with strong UK intermediary focus, poised for accelerated growth
06/12/2026
Global asset manager works with Percepta, a General Catalyst Transformation Company, to develop AI-native research and client-engagement tools and to roll out Claude across the firm
06/12/2026
Investec Wealth & Investment International advances wealth and investment management offering through strategic partnership with SecuritEase
06/12/2026
Longstanding business serving institutional & professional investors across Europe poised for accelerated growth
06/12/2026
In recent months, the entity has leveraged its experience as a pioneer in using technological capabilities for data analysis to further evolve towards more intelligent and sophisticated client segmentation, based on their wealth-related needs rather than
06/12/2026
With emphasis on technology and costs, the importance of investing in human capital is often forgotten by families hampered by short-term thinking and legacy of powerful patriarchs
06/12/2026
Entries are assessed through an independent judging process designed to identify meaningful initiatives that use finance as a force for positive environmental and social outcomes.
06/12/2026
The regulator says the operation is a clone firm, meaning it copies details associated with a genuine authorised business to persuade people it is legitimate.
06/11/2026
Neil Connor discusses why innovation is necessary not optional for the sector
06/11/2026
Policies designed to target ultra-high-net-worth individuals risk falling on the middle class
06/11/2026
The acquisition of Progeny Group’s international arm, which is subject to regulatory approval, will add 13 financial advisers and offices in Hong Kong and Singapore.
06/11/2026
Exceeding the three billion Swiss franc mark in assets under management underscores the trend toward digitalization in asset management and the growing confidence investors have in technology-driven investment and retirement solutions.
06/11/2026
UCITS Funds Provide Climate Focused Core Equities Strategies
06/10/2026
The sub-fund will be managed by PIMCO, as well as other fund managers in time
06/10/2026
They add the Vision Court-based endeavour is supporting more than 4500 clients and managing assets worth more than £400 million.
06/10/2026
Data management should not be the preserve of specialists or a technical team
06/10/2026
Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.
06/10/2026
The transaction was targeted at European institutional investors and the proceeds will be used for general corporate purposes.
06/10/2026
These systematic equity strategies are based on advanced mathematical models, while giving a central role to the fund managers’ judgement in defining and monitoring investment approaches.
06/10/2026
Through this partnership, CBH Bank will support the Team's international racing program and broader sporting development across key competitions throughout the season.