04/23/2025
First quarter core net inflows were 181% higher than the comparable period in 2024 and were 16% higher than the then record fourth quarter 2024 level.
04/23/2025
The Technical Spotlight of the Spring 2025 edition looks at the complex area of gifting
04/23/2025
This renewed appetite from clients is not considered a passing trend either.
04/17/2025
The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.
04/17/2025
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
04/17/2025
This intergovernmental organisation originated with Brazil, Russia, India and China and is already showing it can turbo charge growth.
04/17/2025
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
04/16/2025
The new asset manager is set to start operations in early 2025, upon its license approval by Finma.
04/16/2025
Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ended 31 March 2025 ("quarter" or "Q3").
04/16/2025
This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.
04/15/2025
The firm has partnered with Benchmark since 2015, using its integrated platform, practice management and client portal technology solutions to grow its business.
04/15/2025
He’s now the world’s 164th-richest person, and the third-wealthiest in the UK.
04/15/2025
Business Awards UK congratulates all winners and finalists for their remarkable accomplishments and their ongoing commitment to delivering exceptional value to clients across the wealth management landscape.
04/15/2025
By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.
04/15/2025
The Fund will invest in direct lending strategies and opportunistic credit strategies, aiming to deliver a compelling combination of yield and compounding.
04/15/2025
The biggest obstacle, however, is finding suitable people to manage their fortunes.
04/15/2025
The mandate reinforces Schroders’ position as an insurance asset management leader and expert in delivering actively managed and tailored investment solutions.
04/15/2025
This increase to £1.855 bn in H2, an average of £309m per month.
04/14/2025
This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base
04/14/2025
In this context, an asset manager with more than 20 years of experience is well-positioned to play a pioneering role.