03/05/2025
These results demonstrate the benefit of our scale dual-distribution model which has made us the UK’s largest and fastest growing retail advised platform provider.
03/05/2025
This article explores how family offices can harness AI to enhance governance structures, outlining the potential benefits as well as key considerations.
03/05/2025
This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.
03/05/2025
SEO Richard Burden has 30 years’ experience working across Middle East and recently re-located to Dubai
03/04/2025
These funds are designed to create optimal investment exposures for each MPS strategy.
03/04/2025
Partners Wealth Management (PWM) has confirmed all 60 Johnston Carmichael Wealth employees will move over as part of the deal.
03/04/2025
Boston Multi Family Office was founded in 2002 as a single family office
03/04/2025
UBS reports 4Q24 net profit of USD 0.8bn and FY24 net profit of USD 5.1bn; proposes USD 0.90 dividend per share and continuation of share repurchases; continuing to invest for long-term growth
03/04/2025
The 200-year-old fund management group is hoping to put the vowel-less rebrand, which prompted widespread ridicule, behind it.
03/04/2025
The SNB’s final profit for 2024 is slightly higher than reported at the beginning of the year.
03/03/2025
The strategy targets regional customers via focus on Swiss and European stocks with high dividends.
03/03/2025
Schroders will initially manage nearly £400 million of Utmost Life and Pensions’ annuity book.
03/03/2025
The group anticipates an estimated gain on disposal of approximately £59 million.
03/03/2025
Brookfield and its UK portfolio companies employ approximately 23,000 people across the UK.
03/03/2025
Together with an existing 2.7% stake, ING will hold a 20.3% stake in Van Lanschot Kempen after completion of the transaction.
02/28/2025
At the same time, the generational shift among investors will demand a new level of digitalisation.
02/28/2025
Sage Wealth Management are aiming to reinforce their business commitment to the community and strengthen the Hexham team.
02/28/2025
The Board further proposes the election of Sylvia Steinmann as a new independent member of the Board of Directors.
02/28/2025
That also presents investors with a potential opportunity in fixed income.
02/27/2025
The bank's customer business continued to develop positively.