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Clifton Wealth adds Wesleyan fund to adviser platform

The move marks a collaboration between the Bristol-based financial planning and wealth management firm and Wesleyan, the UK mutual financial services provider.

Rothschild Martin Maurel expands into the ‘Grand Ouest’ region of France

Rothschild Martin Maurel will deploy an experienced team

Arbuthnot Banking Group PLC Third Quarter 2025 Trading Update

The uncertain economic outlook has meant that lending markets have continued to observe thin volumes of business with lenders aggressively competing for transactions by offering low rates.

7IM outflows drop 21% amid record platform sales

The firm said gross sales exceeded £1bn for only the second time, helping push total advised assets under management up 18% quarter-on-quarter to £17.4bn.

AFH adds £750m AUM with acquisition of Herts Planner

The Avidity team will integrate with AFH immediately, rather than becoming a subsidiary of the Bromsgrove-based wealth management firm.

Schroders demonstrates extensive credit expertise by acting as an anchor investor in a €455m new notes issue by GTC Finance DAC

GTC Aurora is part of GTC Group, one of the leading commercial real estate investors and developers in central and eastern Europe and Germany.

Q3 2025 update: net inflows and supportive markets lift AUM to new high

Schroders Capital recorded strong net inflows in private debt and credit alternatives.

Coutts assets rise as markets boost wealth managers

NatWest’s bank for the rich has grown assets above £50bn as wealth firms benefit from booming investment performance

Global Finance Names The World’s Best Private Banks 2026

Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.

Q3 2025 NatWest Group Results

A summary of NatWest Group’s Q3 2025 results.

Barclays plays down £20bn exposure to private credit industry

CEO says bank has ‘right controls’ in place despite warnings about industry from IMF and Bank of England

Swiss-backed private bank snaps up London wealth firm

Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.

SJP exceeds £200bn in funds under management

Elsewhere, the firm recorded gross inflows of £5.7bn amid transitioning to its simple, comparable charging structure.

Temenos Named a Leader in IDC MarketScape for Wealth Management Technology Services for Investment Advisors

Temenos recognized for strengths in integrated front to back office wealth offering, functionality-rich portfolio management capabilities, and global and local compliance expertise.

Legal threats and ‘weird’ loopholes: A private bank study’s story

How Christoph Künzle’s friendly approach brought some academic transparency to the Swiss wealth management sector.

Praxis named Tier I trust company in 2025 eprivateclient rankings

The 2025 eprivateclient Top Trust Company rankings are based on a survey of over 100 private wealth fiduciary services providers worldwide, with fewer than half making the list rankings across two categories: owner and non-owner managed.

High-net-worth individuals face complex wealth structuring

Foundations serve a similar end goal using a corporate-style form.

FCA Review of UK Wealth Management M&A

The findings of the review will be of particular relevance to the PE industry where interest and investment in the wealth management sector has increased over recent years.

Quilter reports a third successive quarter of net inflows in excess of £2 billion

Our business is demonstrating strong consistency, delivering in excess of £2 billion of net flows in each quarter of this year.

Barclays in good shape despite upping car finance scandal provision

And the good news appears to continue for investors as Barclays also announced a new £500m share buyback, surprising the market and also moving these to quarterly announcements.

Wealth and Asset Management