11/17/2025
This reflects a pragmatic approach that the underlying infrastructure must be robust before emerging technologies can deliver value at scale.
11/17/2025
The accompanying study introduced a new distinction between institutions with more than 20 billion francs in client assets and those below that threshold.
11/17/2025
Net inflows were GBP4.3 billion, recovering after net outflows of GBP5.3 billion a year prior, due to organic net inflows of GBP2.4 billion and the Sanlam inflow of GBP1.9 billion.
11/17/2025
Reputational challenges still linger
11/17/2025
The office properties are all situated in London, while the retail assets consist of high-quality retail warehouses with strong tenant bases.
11/17/2025
Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.
11/14/2025
The sub-scale fund will close next month as the firm continues its plan to simplify the business.
11/14/2025
The landmark paper features the results of an independently run survey, which sought the views of IFA owners, management teams and senior advisers across the UK.
11/14/2025
The Vontobel Credit Opportunity fund's team speak with Citywire about what they foresee in the months ahead.
11/13/2025
As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.
11/13/2025
Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.
11/13/2025
Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer
11/13/2025
This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.
11/13/2025
WH Ireland said Team is considering an offer of 0.195 of a Team share for each WH Ireland share.
11/13/2025
The delay interrupts the bank’s integration process and raises doubts about meeting its end‑March target for migration of all clients.
11/12/2025
This year marks the 30th consecutive year of dividend increases, maintaining AIC dividend hero status and demonstrating a resilient investment approach.
11/12/2025
This provides further financial strength to support its long-term business plan and its commitment to delivering enhanced outcomes for clients worldwide.
11/12/2025
David James Wealth USA has launched a model portfolio service for US citizens living in the UK facing the risk of double taxation on their fund investments.
11/11/2025
The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.
11/11/2025
The One Four Nine MPS range was launched in 2021 and has achieved an Expert Rated 5-star ranking in 2024 and 2025 from Defaqto.