10/02/2025
Lloyds and Schroders to end UK wealth joint venture, FT reports
Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.
Wealth and Asset Management
10/02/2025
Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end
At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).
10/01/2025
Fairstone acquires Norfolk advice firm Allen Tomas & Co
The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.
10/01/2025
Altoo Client Survey: Wealth Platform Core to Family Office Operations
Clients cite a consolidated wealth view, intuitive navigation, and strong transparency as key reasons they rely on Altoo daily.
10/01/2025
JP Morgan ditches Nutmeg brand in digital wealth revamp
Nutmeg is being replaced with a new service which will be available on the Chase UK app and as a standalone entity.
10/01/2025
Florence Schnydrig Moser: «Private Banking Starts at 1 Million Francs»
Despite consolidation in recent years, there are still around 80 providers in Swiss private banking — competition is intense.
10/01/2025
Jim London: Moving away from the Wild West in consolidation
While some lessons have been learned, integration remains a persistent weak spot for wealth management organisations completing M&A deals.
10/01/2025
Rathbones warns pension tax fears driving premature withdrawals
A Rathbones survey of investors found that accessing the lump sum topped the list of regrets in the run-up to last year’s Autumn Budget when similar rumours circulated.
10/01/2025
JPMorgan to launch DIY platform in UK retail investment push
It will be available directly and via the Chase UK app, offering managed investments, pensions and ISAs.
10/01/2025
Profits surge at wealth management group in year it was taken private by PE firm
This was supported by an increase in revenues from £123.1m to £134.1m.
10/01/2025
IHT changes fuels increase in intergenerational wealth discussion
Flagstone’s latest research revealed 56% have witnessed a rise in clients wishing to talk about the subject.
10/01/2025
Leadership and growth: UBP's drivers in the EAM market
SPHERE spoke with key managers from the team to understand how the Bank is responding to the evolving needs of EAMs while consolidating its position as a market leader.
09/30/2025
Rothschild & Co named Outstanding Global Restructuring Investment Bank
These recognitions demonstrate our outstanding advisory performance and innovative approach, highlighting the strength of our Restructuring Advisory platform.
09/30/2025
Edmond de Rothschild Asset Management makes a strategic move into the Quant space
The new product range will complement Edmond de Rothschild AM’s traditional active management product range with an additional risk/return mechanism.
09/30/2025
Quilter’s WealthSelect takes equity profits and tops up fixed income in latest rebalance
Aegon Global Sustainable Government Bond fund added to Responsible Active and Sustainable Active portfolios
09/30/2025
Apex Group launches AI-Driven WealthTech platform to expand retail access to private markets
The platform helps firms’ future-proof their strategies amid the expanding private markets and digital asset landscape, while ensuring compliance with a rapidly evolving regulatory environment.
09/30/2025
Close Brothers swings to £122 mln loss on motor finance provisions, business exits
The Banking division reported a 7% decline in adjusted operating profit to £198.3 million.
09/30/2025
Rathbones reaffirms commitment to responsible investment, renewing membership of Stewardship Code
The accreditation reaffirms the Group’s commitment to responsible investment, transparent and effective stewardship and sustainable long-term value for clients and wider society.
09/30/2025
How HSBC’s Wealth Intelligence Intends to Enhance Client Experience
Joe Pickard hears from HSBC head of wealth and premier solutions Lavanya Chari about HSBC's Wealth Intelligence platform.
09/29/2025
Deutsche Bank Partners with The Standard’s 2025 ‘Dispossessed Fund’ to Empower Youth Employment and Entrepreneurship
This collaboration aligns seamlessly with the bank’s Corporate Social Responsibility Education strategy, emphasising the development of professional and personal competencies through targeted initiatives.