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Wealth and Asset Management

10/27/2025

Apollo to open Paris office for private-wealth push

The buyout giant is becoming the latest investor to target the French capital

10/27/2025

Wealth management firm relocates HQ to former 19th century country home

The firm, founded by Nick Oliver and launched in 2022, provides independent financial advice to clients across a range of services including pensions, investments, protection and estate planning.

10/27/2025

Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards

Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management

10/27/2025

Boutique founder joins WH Ireland board after £1m wealth deal rebellion

Lumin Wealth co-founder John Cusins joins the WH Ireland board weeks after two NEDs resigned in the aftermath of a huge vote against its planned £1m wealth sale to Oberon.

10/27/2025

Hoxton Wealth acquires Manchester-based IFA

The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,

10/27/2025

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.

10/27/2025

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

Rothschild Martin Maurel will deploy an experienced team

10/24/2025

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.

10/24/2025

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.

10/24/2025

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.

10/24/2025

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.

10/24/2025

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.

10/24/2025

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

10/24/2025

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.

10/24/2025

Q3 2025 NatWest Group Results

A summary of NatWest Group’s Q3 2025 results.

10/23/2025

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

10/23/2025

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.

10/23/2025

SJP exceeds £200bn in funds under management

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

10/23/2025

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.

10/23/2025

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.

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Financial advisory firm grows with acquisition

09-02-2026

Citibank’s London unit fined £4.7m for breaching Russia sanctions

09-03-2026

J. Safra Sarasin loses investment chief to Basel-based asset manager

09-02-2026

Former HSBC Trio Launches Zurich Wealth Management Boutique

09-02-2026

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

09-04-2026

The Federal Council elects Christoph Ammann as the new President of the Governing Board of the Swiss National Bank

09-03-2026

Wealth management shake-up continues as more senior figures exit Davy and Unio

09-03-2026

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

How to structure luxury assets as part of private wealth planning

09-08-2026

The future of wealth management is human... and technological – interview with Serge Fehr

09-08-2026

PIMFA appoints Dan Boardman-Weston, CEO of BRI Wealth Management (BRI) as a new member of the PIMFA Board

09-08-2026

European wealthtech funding drops amid investor caution

09-08-2026

Jupiter Fund Management : Asset Management hires highly successful UK small cap equity team

09-08-2026

WealthSelect increases value tilt in portfolios

09-08-2026

ING to enter ETF market

09-08-2026

Vicki MacLeod joins Hampden Bank as board advisor

09-08-2026

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