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
The buyout giant is becoming the latest investor to target the French capital
10/27/2025
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
Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management
10/27/2025
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
The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,
10/27/2025
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 will deploy an experienced team
10/24/2025
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
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
The Avidity team will integrate with AFH immediately, rather than becoming a subsidiary of the Bromsgrove-based wealth management firm.
10/24/2025
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
Schroders Capital recorded strong net inflows in private debt and credit alternatives.
10/24/2025
NatWest’s bank for the rich has grown assets above £50bn as wealth firms benefit from booming investment performance
10/24/2025
Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.
10/24/2025
A summary of NatWest Group’s Q3 2025 results.
10/23/2025
CEO says bank has ‘right controls’ in place despite warnings about industry from IMF and Bank of England
10/23/2025
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.
10/23/2025
Elsewhere, the firm recorded gross inflows of £5.7bn amid transitioning to its simple, comparable charging structure.
10/23/2025
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
How Christoph Künzle’s friendly approach brought some academic transparency to the Swiss wealth management sector.