06/10/2025
This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.
06/10/2025
The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector
06/10/2025
This helps families seeking either liquidity exits or faster-turnaround entry points, says Anne McCosker, head of lending at Citi Wealth.
06/10/2025
These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.
06/10/2025
AUM also increased by 24%
06/10/2025
The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.
06/09/2025
The new office is Brooks' 16th regional base and comes a few months after it hired a three-strong team from its rival.
06/09/2025
UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and purpose.
06/09/2025
UBS has been given a timeframe of six to eight years to comply after the legislation is enacted.
06/09/2025
Revealed: The Newcastle-based advice firm dropped 7IM from five funds due to underperformance.
06/06/2025
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06/06/2025
The cash consideration of £22.50 per TISE ordinary share values TISE at approximately £70.4 million ($91.5 million¹).
06/06/2025
This set up has now been strengthened with the addition of three new business line divisions
06/06/2025
This is a small detail on the city map – both addresses are less than a five-minute walk apart.
06/06/2025
Catch up on the top news in wealth management this week
06/06/2025
The private bank is looking to grow its Yorkshire proposition.
06/05/2025
This has triggered what some insiders describe as a “significant and unfair” dilution of their holdings.
06/05/2025
The move is part of a strategic push to bring its independent multi-family office (MFO) model closer to the German-speaking part of Switzerland and its sizable community of entrepreneurial families.
06/05/2025
The tie-up reflects the wealth manager’s deepening support for athletes in the sports sector as part of a wider mission to embrace what’s next for individuals, their money and the wider world
06/04/2025
Recession/stagflation risks have meaningfully declined since the US-China accord in spite of continued uncertainty around tariffs.