03/06/2026
SJP has reached this milestone amidst what is seen to be the biggest wealth transfer to women in history, with women now projected to be holding over half of the UK’s wealth.
03/05/2026
The bank generated net new money of 802 million francs there, of which well over 535 million francs were recorded in the first half of the year.
03/05/2026
The partnership reflects both parties’ strong belief in the Nordic and Copenhagen residential market.
03/05/2026
The narrative was swift and familiar: artificial intelligence is coming for advice.
03/05/2026
The French subsidiary of Banque Extérieure d’Algérie has adopted Temenos Core and FCM as SaaS to rapidly launch and scale banking services in France.
03/05/2026
Backed by St James’s Place, Celeste Leverton is targeting emerging entrepreneurs as clients for her new firm, arguing this segment often gets overlooked by the wider market.
03/05/2026
At a PWM roundtable in London, family office leaders examined what they truly value in advisers, focusing on stewardship, trust and preparing future generations for inherited wealth
03/05/2026
Globally, estimates are even higher, with tens of trillions of dollars set to change hands in the next two decades.
03/05/2026
The prestigious Citywealth Powerwomen Awards spotlights individuals and companies that support female leadership and celebrate diversity, champion women in the financial services industry and highlight the female leaders of today and tomorrow.
03/04/2026
The property is vacant with a business rates value of £22,500.
03/04/2026
2025 was a year of strong business momentum, record net inflows and good market performance.
03/04/2026
He does not consider the move a major adjustment or even a culture shock.
03/04/2026
A new strategic partnership with Cinven, a renowned global private equity firm, marks the start of an accelerated growth phase
03/03/2026
Under the terms of the deal – completed for an undisclosed sum – KSP Financial boss Keith Phillips will operate in a consultancy role.
03/03/2026
The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band.
03/03/2026
Adjusted operating profit increased 3.5% to GBP264 million from GBP255 million, slightly ahead of GBP261 million consensus.
03/03/2026
It also manages two OEIC funds with approximately £400m of assets under management via CPN Investment Management LLP.
03/03/2026
We are looking to expand headcount and to be in more geographies within the UK summary
03/02/2026
With a formidable reputation both as a trustee and a director on complex trust structures, family offices and multinational companies, Darren’s career spans some 30 years – the last 20 of which have been spent in senior fiduciary services role
03/02/2026
Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.