06/19/2025
This sale will allow Affinity Private Wealth to focus solely on its core strengths in delivering bespoke private client, trust and fiduciary services.
06/19/2025
Additional banking partners will follow so that we can also meet the needs of a broad client base in this area.
06/19/2025
How UBS is helping clients turn wealth into meaningful social impact through strategic philanthropy, values-led investing, and a global foundation driving measurable change.
06/19/2025
That is his true passion – a fact that becomes apparent time and again when one encounters him in the art world.
06/19/2025
Wealth manager’s new Financial Empowerment Programme for women working in the football industry feeds into firm’s wider goal to close the female wealth advice gap
06/18/2025
WBD was recognised for being the top private client team in the country
06/18/2025
The list, which was open to nominees from within the private client advisory professions, is decided by several factors
06/17/2025
The agreement designates Ninety One as the primary active investment manager for Sanlam's single-managed local and global products.
06/17/2025
The firm asks those looking to retire for at least a year's notice to make sure a new relationship can be formed with a wealth manager.
06/17/2025
Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.
06/17/2025
Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000.
06/17/2025
After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even.
06/17/2025
These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.
06/16/2025
As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.
06/16/2025
The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years
06/16/2025
He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.
06/16/2025
Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries
06/13/2025
Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas
06/13/2025
Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.
06/13/2025
In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.