05/20/2025
Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems
05/20/2025
Drawing on interviews with Chief Executives and senior leaders from across the PBWM sector and data from PIMFA, UK Finance, and KPMG, the report reflects a broad industry consensus on the sector’s current growth opportunities and challenges.
05/20/2025
The five risk-rated portfolios combine the benefits of active asset allocation with passive funds to help cost-conscious investors navigate the markets
05/20/2025
A new report from PIMFA, UK Finance and KPMG UK outlines four key priorities to unlock the full growth potential of the UK private banking and wealth management sector.
05/20/2025
Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.
05/19/2025
The company will be raising money for Grace House, a charity based in Southwick that supports disabled children, young people, and their families.
05/19/2025
The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.
05/19/2025
Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.
05/19/2025
Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.
05/19/2025
The number of advisers in the network grew by 146 to 59
05/19/2025
Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth
05/16/2025
FINMA’s decision focused on the bank's inability to detect or act on suspicious transactions from 2009 to 2019.
05/16/2025
The compensation report for 2024 was approved in a non-binding consultative vote.
05/16/2025
The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model.
05/16/2025
This decision represents a further step in the merger process.
05/16/2025
Dancing is a tough profession in which you can never rest on your laurels
05/16/2025
As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.
05/16/2025
The UK government is currently weighing a visa scheme that would grant residency to individuals who commit substantial capital to high-growth sectors such as life sciences, artificial intelligence, and renewable energy.
05/16/2025
The team believe this flexibility will be increasingly beneficial in a rapidly changing global economic environment.
05/15/2025
Chief executive of SJP Wealth Management will have to stick with the firm for three years to collect over 200,000 vesting shares