01/15/2025
It also enables clusters of independent, self-employed or employed advisers to become business owners in partnership with Fairstone and work together to create a capital event of their own.
01/15/2025
Brooks Macdonald does not intend to raise any funds or offer any new shares in connection with the Admission or the publication of the related prospectus.
01/15/2025
Heather is included in the 2025 eprivateclient 50 Most Influential list, published this week.
01/15/2025
Fox passed away unexpectedly on 8 January.
01/15/2025
Given this context, investments in technology play a crucial role for industry players, and are estimated to grow next year as well.
01/15/2025
Adopting as-a-service models and cloud-based technologies allows wealth managers to modernise outdated applications and operations management.
01/14/2025
Based on this and the optimisation of the fund completed at the end of 2024, the HSO Fund can be listed on the SIX Swiss Exchange.
01/14/2025
This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs.
01/14/2025
The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms.
01/14/2025
The funds will take a ‘go anywhere’ approach, and will no-longer be limited to investing a minimum of 60% in Abrdn active products.
01/14/2025
The financial super-app has posted job listings for a private banking compliance manager, legal counsel and head of relationship management on its Website.
01/13/2025
Wealth manager looks for ‘a more balanced blend of investment styles’
01/13/2025
The peer-nominated listing identifies leaders within the private client sector, taking account of their achievements over the prior year and potential for the year ahead.
01/13/2025
The completion of the acquisition, which follows regulatory and anti-trust approvals, sees LLB taking over 100% of ZKB Austria's share capital.
01/13/2025
This blend of value and growth investment styles will enable SJP’s investors to benefit from exposure to a diversified range of companies and opportunities.
01/13/2025
Where in the world is leading the private banking sector this year?
01/10/2025
The authorities had previously granted regulatory and anti-trust approvals.
01/10/2025
Real estate investor Stoneweg acquires majority stake in Fundim, giving it the opportunity to break into the residential sector.
01/10/2025
This prestigious event brings together the best in private banking and wealth management to recognise the game-changers—the platforms, solutions, and teams that are truly raising the bar.
01/09/2025
UK wealth and asset management deals rose from 107 in 2023 to 122 in 2024