05/22/2025
The awards are judged by a panel of experienced industry professionals – accountants, lawyers, trust companies in the sector – as well as voted for by industry professionals and peers.
05/22/2025
The sustainable investment firm hopes it has turned the corner after a £10bn first half outflow following the loss of two big SJP mandates.
05/21/2025
In the first four months of 2025, against the backdrop of continued de-risking of the client book, the Group achieved strong high-quality net new money inflows of CHF 4.2 billion (2.5% annualised).
05/21/2025
Revenue margin was 97 basis points in the first four months of 2025, compared to 96 basis points for the first four months of 2024 and for the full year 2024
05/21/2025
All statements in this release relate to the period from 1 February 2025 to 30 April 2025 (“the quarter”) unless otherwise stated.
05/21/2025
Gabriel Zucman is leading a movement for billionaires to pay at least 2 per cent of their net worth each year
05/21/2025
Compounded by 40% of people not having a will
05/21/2025
Only 20% said they knoOnly 20% said they know where to find a good financial adviser w where to find a good financial adviser Evelyn Partners has formed a partnership with networking group Really H
05/20/2025
Family offices worldwide want to be prepared to move quickly if needed, as geopolitical tensions mount, says Citi Private Bank's global family office head Hannes Hofmann.
05/20/2025
Since then, Kingswood has made 19 acquisitions, funded through HSQ’s equity and debt from a major asset manager.
05/20/2025
Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems
05/20/2025
Drawing on interviews with Chief Executives and senior leaders from across the PBWM sector and data from PIMFA, UK Finance, and KPMG, the report reflects a broad industry consensus on the sector’s current growth opportunities and challenges.
05/20/2025
The five risk-rated portfolios combine the benefits of active asset allocation with passive funds to help cost-conscious investors navigate the markets
05/20/2025
A new report from PIMFA, UK Finance and KPMG UK outlines four key priorities to unlock the full growth potential of the UK private banking and wealth management sector.
05/20/2025
Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.
05/19/2025
The company will be raising money for Grace House, a charity based in Southwick that supports disabled children, young people, and their families.
05/19/2025
The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.
05/19/2025
Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.
05/19/2025
Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.
05/19/2025
The number of advisers in the network grew by 146 to 59