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Wealth and Asset Management

03/04/2025

Aberdeen Group scraps Abrdn rebrand to ‘remove distractions’

The 200-year-old fund management group is hoping to put the vowel-less rebrand, which prompted widespread ridicule, behind it.

03/04/2025

Swiss National Bank confirms CHF81 billion profit in 2024

The SNB’s final profit for 2024 is slightly higher than reported at the beginning of the year.

03/03/2025

LLB launches Swiss dividend-focused ‘comfort' mandate

The strategy targets regional customers via focus on Swiss and European stocks with high dividends.

03/03/2025

Schroders to manage £400 million following Utmost Life and Pensions partnership

Schroders will initially manage nearly £400 million of Utmost Life and Pensions’ annuity book.

03/03/2025

Close Brothers completes sale of Close Brothers Asset Management to Oaktree

The group anticipates an estimated gain on disposal of approximately £59 million.

03/03/2025

Brookfield Wealth Solutions Launches in the United Kingdom

Brookfield and its UK portfolio companies employ approximately 23,000 people across the UK.

03/03/2025

ING acquires stake in Van Lanschot Kempen

Together with an existing 2.7% stake, ING will hold a 20.3% stake in Van Lanschot Kempen after completion of the transaction.

02/28/2025

Shaping the Future of Wealth Management: Key Trends for 2025 and Beyond

At the same time, the generational shift among investors will demand a new level of digitalisation.

02/28/2025

Sage Wealth Management signs new lease on Hexham office

Sage Wealth Management are aiming to reinforce their business commitment to the community and strengthen the Hexham team.

02/28/2025

Leonteq publishes agenda for the Annual General Meeting 2025

The Board further proposes the election of Sylvia Steinmann as a new independent member of the Board of Directors.

02/28/2025

A new era for fixed income investors

That also presents investors with a potential opportunity in fixed income.

02/27/2025

Raiffeisen with very good annual results – second highest profit, growth in investment and corporate customer business

The bank's customer business continued to develop positively.

02/27/2025

St. James’s Place Full Year Results 2024

2024 presented a mixed environment for UK consumers.

02/27/2025

Jupiter suffers £10bn hit on Whitmore and Chrysalis blows

Full-year results reveal the impact of Ben Whitmore’s exit and the loss of the Chrysalis investment trust last year.

02/27/2025

Strategic M&A in wealth management: trends and best practices

A notable trend is the increasing demand for personalised, tech-enabled services, prompting firms to invest in digital platforms and analytics.

02/27/2025

Will Evelyn’s wealth refocus trigger a sale in 2026?

It’s understood that a sale to a bank or PE firm is likely next year.

02/26/2025

Preliminary results for the 12 months ended 31 December 2024

2024 is the first full financial year following the combination with IW&I.

02/26/2025

Wealthtech start-up Firenze secures £160m funding line from Monument Bank

The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.

02/26/2025

Nextalia Said to Explore Sale of Italian Wealth Firm Firstance

Milan-based buyout firm is working with Rothschild on deal

02/26/2025

St James’s Place passes £4.6bn multi-asset mandate to Royal London AM

The multi asset strategy will be adjusted through time in line with the fund manager’s active strategic and tactical asset allocation views.

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Silvercrest Asset Management strengthens Dublin office with two senior appointments

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08-13-2026

First Time Buyer ISA an opportunity to address Lifetime ISA shortcomings

08-19-2026

First Actuarial appoints four new partners amid ongoing growth

08-19-2026

Call for expression of interest to provide feedback on the list of standards relevant for the offline digital euro

08-19-2026

Ten largest wealth managers now have nine tenths of clients

08-19-2026

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

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EFG International announces sale of Harris Allday

08-19-2026

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