07/09/2025
As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.
07/09/2025
A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.
07/09/2025
NCM is a well-established financial planning and independent advice firm based in Surrey.
07/09/2025
The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.
07/09/2025
From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.
07/09/2025
After two bruising quarters following the loss of two big SJP mandates there are signs of improvement for the sustainable asset manager.
07/09/2025
JTC has maintained a strong working relationship with TISE for many years.
07/09/2025
Focusing on commercial lines will enable us to invest in growth and strengthen our position in the market, while streamlining operations and reducing complexity.
07/09/2025
This acquisition increases the group's assets under management to approximately €10bn.
07/09/2025
Robo-adviser's owner JP Morgan backs company with £100m injection and new portfolio launches.
07/09/2025
Pre-tax profits mark a 24.2% increase from £25.7m in 2023.
07/08/2025
For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.
07/08/2025
As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder
07/08/2025
Switzerland’s far-left Young Socialists party has secured a referendum, scheduled for November, to target the ultra-wealthy via the introduction of a federal tax on inheritances and gifts worth more than CHF50m writes Heike van den Hoevel
07/08/2025
The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.
07/08/2025
Dara Capital relocates 11 minutes across the Limmat.
07/07/2025
If clients can accept more impersonal support, the FCA’s plans will transform the market
07/04/2025
The Paris branch will serve private clients including wealthy families, entrepreneurs and family offices domiciled in France.
07/04/2025
The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.
07/04/2025
Family Offices are maturing into some of the most agile and influential investors in the market. But with that influence comes complexity.