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Wealth and Asset Management

10/19/2021

French fund houses enter into exclusive negotiations over merger

Plans outlined to consolidate existing operations and create a key player across traditional and private markets.

10/19/2021

Jersey's private client landscape: built on trust

Working with the selected trust company, after due diligence has been completed including source of wealth and sourceof funds, a trust deed will then be prepared.

10/19/2021

SJP Academy boss: We are using virtual reality to train future advisers

Combined with artificial intelligence, the technology is part of the advice giant’s ‘new and improved’ academy led by head Andy Payne.

10/19/2021

Tilney Smith & Williamson returns to Cardiff with new office

Within the team there are also specialists advising university professionals and a pensions and divorce expert.

10/19/2021

Facing up to the UK’s post-pandemic, post-Brexit challenges

When the Chancellor Rishi Sunak unveils the UK’s next budget on 27 October, the Treasury is expected to cut spending on government

10/18/2021

Schroders thanks JVs and associates for rise in assets under management

Assets under management at the end of September stood at £716.9bn, up from £700.4bn at the end of June

10/18/2021

Revolut’s billionaire CEO has opened a family office in London

Revolut's CEO Nik Storonsky has just opened a family office to invest his $7bn personal wealth, filings show.

10/18/2021

IWP to launch direct advice arm with latest acquisition

This service will be provided directly to clients as opposed to through IWP's local firms and advisers.

10/18/2021

Equity returns will become more difficult to achieve: EdR PB CIO

Lars Kalbreier expects the global economy to continue to grow and the reduction of monetary stimulus by central banks to be gradual.

10/17/2021

Webinar: a new phase in global growth by Schroders

We expect economic activity to remain strong, even if the pace of growth is slowing. Corporate spending is set to fuel the next stage of the expansion.

10/15/2021

LGT Vestra employees cycle over 240km and walk 26km, raising £25,000 for The Fore

A group of 10 cyclists embarked on the 240km cycle from LGT Vestra’s London office

10/15/2021

Final Closing of Five Arrows Debt Partners III at €1.4 billion

Total assets under management are now more than €17 billion across a range of funds dedicated to private equity and private debt investments.

10/15/2021

Deutsche Bank extends its partnership with Frieze

Shared global vision to promote diversity in emerging contemporary art

10/15/2021

The changing landscape of independent wealth management

When you are important to an asset management company, rather than just another wealth manager, that’s when you can create the best results.

10/15/2021

Stagflation Risk is Rising But Remains a Tail Scenario

After a strong global economic recovery in the first half of the year, the events of Q3

10/14/2021

How to build dependable diversification with private assets

Institutional investors have caught on to the diversifying power of private assets, but is there even more to it than meets the eye?

10/14/2021

SIX partners up with NOVERAS and Investment Navigator to launch new Tax Service for Wealth Advisory

SIX worked with market-leading partners NOVERAS and Investment Navigator to develop their new service Tax on Instrument.

10/14/2021

Rathbones funds under management and administration rise to £60.9 billion

With a clear direction and strong balance sheet, we are confident that our current plans place us in a strong position to take advantage of future growth opportunities across the Rathbones Group.

10/14/2021

Brooks Macdonald: Quarterly Announcement of Funds under Management

This reflected continued positive net flows, in line with the guidance given at the annual results in September, and strong investment performance.

10/14/2021

Big-name discretionary managers struggling to gain market share among advisers

80% advisers use MPS

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04-27-2026

Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn

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Lombard Odier, a leading private bank for high-net-worth individuals and families

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Top wealth planning strategies for high-net-worth individuals in 2026

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Partners Group invests in fleet expansion of portfolio company North Star, a leading offshore infrastructure services provider

04-30-2026

Amundi: First quarter 2026 results

04-30-2026

CaixaBank posts a net income of €1.57 billion in the first quarter (+7% YoY), driven by business growth

04-30-2026

Spanish Inflation Unexpectedly Quickens Further Beyond 2%

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