10/28/2025
After internal audits, firms employ consultation with industry experts and third-party AI model testing and validation as the next most common methods to provide trust and confidence in AI systems.
10/28/2025
Ian Williams also has a deep commitment to leaving a positive footprint in the communities in which it works.
10/28/2025
Adjusted profit before tax for the third quarter is up 3% year on year to $9.1bn and around 9% ahead of consensus expectations thanks to that strength in revenues.
10/28/2025
Julius Baer takes next step to expand its presence in Europe by opening a branch in Lisbon, Portugal.
10/28/2025
UBS would be able to offer more services to US wealth management clients with an expanded licence, senior staff wrote in a memo.
10/28/2025
St James’s Place senior investment specialist Corinne Lord is keen for the industry to do more work to bridge the advice gap, to ensure seeking advice is within reach for everyone regardless of wealth or age
10/28/2025
The latest Asset Management Association report shows which providers have gained ground.
10/28/2025
Collapse of First Brands Group and Tricolor Holdings has unnerved investors
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.