09/18/2025
Investment group pumps £4m into Oakglen Wealth
The investment will support the boutique's growth strategy and profit goal after it recorded a £3.3m annual loss in its first full year of trading.
09/18/2025
The investment will support the boutique's growth strategy and profit goal after it recorded a £3.3m annual loss in its first full year of trading.
09/18/2025
The Fund and its associated vehicles successfully secured total commitments of €2.4 billion – comfortably ahead of its €2.0 billion target and more than 70% larger than its €1.4 billion predecessor fund.
09/18/2025
Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.
09/18/2025
The bulk of the sustainable mobilization achieved up to June, specifically 78%; corresponds to financing
09/18/2025
With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, says CEO Giorgio Pradelli
09/17/2025
Notably, 55 percent of clients in the region reported increasing their meetings with advisers in response to marketvolatility, substantially higher than the global average.
09/17/2025
Investec Bank has increased its stake in Capitalmind AG Switzerland, acquiring a majority shareholding.
09/17/2025
Tweed has grown by buying five businesses over the past seven years
09/17/2025
The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.
09/17/2025
BusinessCloud’s 2025 Northern Leaders list will be published later this month ahead of our awards evening on November 20th
09/17/2025
Santander’s digital bank has launched crypto trading in Germany, with a rollout to Spain planned as Europe’s largest lenders accelerate crypto services.
09/17/2025
What adds to the situation is that females are almost twice as likely as men (27% vs 15%) to seek investment guidance from social media and ‘finfluencers’ rather than financial advisers.
09/17/2025
The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management
09/17/2025
The programme, which has been launched in partnership with Lyra, the largest employee wellbeing provider in the world
09/17/2025
The move marks the next step in LGT’s successful expansion in Germany since entering the market in 2022 and sees it further grow its position in the German market.
09/16/2025
Affordability will be based either on verified net assets or a mix of income and assets.
09/16/2025
Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.
09/16/2025
While Fagerhult is on the cusp of a potential earnings upswing, its shares are currently trading at attractive levels.
09/16/2025
Wealth Intelligence offers fast and simple access to the comprehensive range of reports published by the bank’s award-winning Chief Investment Office.
09/15/2025
The private banking group’s head of private markets strategy says dividend recapitalisations can weaken companies at critical moments.