04/09/2026
Söderberg-backed Vintage completes £400m advice firm deal
The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.
04/09/2026
The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.
04/09/2026
When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias?
04/09/2026
The Supervisory Board and Management Board are very much looking forward to a direct and open exchange with our shareholders.
04/09/2026
The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.
04/09/2026
We see clear value in AI’s ability to improve efficiency and automate manual tasks within wealth management.
04/09/2026
The family office believes sustainable wealth creation depends less on bold, high‑risk decisions and more on consistent, careful choices.
04/08/2026
Quilter Invest also provides advisers with a proposition for clients who may not be ready for holistic financial advice.
04/08/2026
Stablecoins are gaining international importance and play a significant role in transforming the financial system.
04/07/2026
Currently, private clients throughout Germany are served by the offices in Munich and Hamburg.
04/07/2026
The Luxembourg operation is structured around three core service areas.
04/07/2026
The firm said the move is intended to improve operational efficiency, data integration and client servicing
04/07/2026
The Values Compass forms the basis for decisions and shapes our day-to-day work with clients.
04/07/2026
Resilient Full Year Performance with Record New Business Wins as JTC Enters New Era
04/07/2026
Around 74% of respondents anticipate increasing their exposure to AI and other digital assets over the next three years, with one in five planning a ramp-up in investment.
04/02/2026
News from London and beyond, including a potentially promising FTSE and the ‘Diva of divorce’ opening her first satellite office. Edited by Alec Marsh
04/02/2026
All three divisions within the group grew organically prior to the recent acquisitions
04/02/2026
Franklin Templeton has long been present in the Swiss market but maintained a relatively low profile.
04/01/2026
This milestone marks the formal transfer of EPFS and its team to Howden, completing the transaction first announced on 11 November 2025.
04/01/2026
The district court of Lugano issued a bankruptcy ruling for DVB Asset Management.
04/01/2026
“The turnout and energy at the first event was fantastic, and we were pleasantly surprised with the enthusiasm and openness of attendees,” Karim Chowdhury added.