06/23/2025
Financial planning and wealth management firm expands with its third acquisition
Following the deal, O'Connor is continuing to work closely with Suttons and will be the main point of contact for his clients.
Wealth and Asset Management
06/23/2025
Rothschild & Co wins Best Debt Advisory Firm for Companies
The recognition reflects the strength and consistency of our global Debt Advisory platform, which continues to deliver leading independent advice across a wide range of financing situations.
06/23/2025
Praxis earns back-to-back STEP Private Client Awards nomination
This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.
06/23/2025
How European family offices are reallocating capital towards the UAE
The UAE imposes no personal income tax, capital gains tax, or inheritance tax
06/23/2025
UK pension landscape post October 2024 Budget: options for private clients
One of the overriding negatives of accessing pension capital is that over and above the PCLS, Income Tax is incurred on withdrawals.
06/19/2025
Quilter strengthens responsible investment team with key appointments and promotions
Following a successful interim tenure, Ido Eisenberg has been confirmed as head of responsible investment of the affluent division.
06/19/2025
Investec W&I pieces falling into place for Rathbones, says BofA
The investment bank initiated coverage on Rathbones with a bullish note that has seen shares rise more than 5% today.
06/19/2025
Affinity Private Wealth Sells Investment Business to Capital International, Focusing on Growth in Private Wealth
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
Zwei Wealth Gains Cantonal Bank for Wealth Office Platform
Additional banking partners will follow so that we can also meet the needs of a broad client base in this area.
06/19/2025
Wealth with aim: Purpose, Philanthropy, and Lasting Impact
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
A Swiss Private Bank Fights Its Way Back
That is his true passion – a fact that becomes apparent time and again when one encounters him in the art world.
06/19/2025
Evelyn Partners launches new partnership with Women in Football to deliver financial education boost for females in the sport
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
Womble Bond Dickinson wins Private Client Law Firm at eprivateclient Excellence Awards
WBD was recognised for being the top private client team in the country
06/18/2025
HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List
The list, which was open to nominees from within the private client advisory professions, is decided by several factors
06/17/2025
Ninety One to complete Sanlam Investments UK transfer
The agreement designates Ninety One as the primary active investment manager for Sanlam's single-managed local and global products.
06/17/2025
How JM Finn manages the retiring wealth manager problem
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
France’s Elite Are Moving to Protect Wealth Before 2027 Election
Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.
06/17/2025
Partners Group seals distribution deal with Italian bank Sella
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
SJP gears up for wealth push as DFM losses narrow
After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even.
06/17/2025
Imperium colleagues recognised in prestigious industry awards
These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.