02/10/2026
Evelyn Partners including Bestinvest to become part of NatWest
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
02/10/2026
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
02/10/2026
Institutions with fragmented IT landscapes are under particular pressure.
02/10/2026
The funds raised during these activities were then matched by TISE.
02/10/2026
Christian Bergomi recently left his role as a managing director and senior adviser at Julius Baer in Switzerland to lead Aquila E&A Financial Consulting.
02/10/2026
It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.
02/10/2026
The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.
02/10/2026
This is reflected in the unaudited results for 2025 released by the company on Tuesday.
02/10/2026
Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.
02/10/2026
As settlement cycles shorten and regulatory complexity increases, the need for automated operational workflows is critical.
02/10/2026
Gareth Munn has founded Control Point Wealth, an appointed representative of Quilter, aimed at business owners and entrepreneurs.
02/10/2026
The personal relationship with one's primary bank is also viewed very favorably.
02/09/2026
Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.
02/09/2026
Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients
02/09/2026
NatWest Group plc (“NatWest Group”) is pleased to announce that it has reached an agreement to acquire Evelyn Partners from funds advised by Permira and Warburg Pincus for £2.7 billion enterprise value (the “Transaction”).
02/09/2026
Together, we will be the UK’s leading private banking and wealth management business
02/09/2026
Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.
02/09/2026
Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.
02/09/2026
The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.
02/06/2026
Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators
02/06/2026
Ben Leach discusses ambitions to expand the group's presence in UK wealth management and even become a household name.