09/04/2026
How to find the right wealth manager
The role of a wealth manager extends far beyond simply managing an investment portfolio.
09/04/2026
The role of a wealth manager extends far beyond simply managing an investment portfolio.
09/04/2026
The publication identified Norwegian investment firm Hawk Infinity as the likely buyer, although neither party has officially confirmed the transaction.
09/04/2026
She will begin her career in financial planning with the firm while working towards further professional qualifications and gaining practical experience alongside the company’s established advisers.
09/04/2026
As an asset class, government bonds played an important role as a calming diversifier against the more volatile stock market.
09/03/2026
This is what has ultimately lead him to become one of the best Wealth Management Adviser’s in High Wycombe.
09/03/2026
The transactions form part of Lync's strategy to build a leading wealth management business across the UK, with Northern Ireland identified as a key growth market.
09/03/2026
The opening of the Zurich office comes in the year in which Delen Suisse celebrates its 30th anniversary and its parent company its 90th anniversary.
09/03/2026
Investment in AI and digital have improved productivity, across both client-facing and support functions.
09/03/2026
Achieved net inflows from open business of £2.4 billion despite a volatile external environment, demonstrating the Group’s ability to deliver diversified growth across segments and markets.
09/03/2026
These half-year financial results reflect the bank’s strong commercial momentum and successful execution of its strategic priorities.
09/03/2026
Despite this, only a quarter of financial institutions have so far managed to decouple growth from rising costs.
09/02/2026
It adds the deal – approved by the Financial Conduct Authority – will mean “no changes” to client services.
09/02/2026
The new firm, Global Strategic Advisory Group, or Advisory Group, opened its doors on Nüschelerstrasse in central Zurich in September
09/02/2026
Our exit pipeline remains full
09/02/2026
The launches build on the continued expansion of Schroders’ active ETF offering, following the listing of its first two UCITS active ETFs in September 2025 and the additions of a Custom Global Equity ETF and US Equity ETF in the first half of 2026.
09/02/2026
Many female entrepreneurs are struggling to balance building successful businesses with saving for retirement.
09/02/2026
The new entity will be led by Pedro Paixão, Director of Utmost Wealth Portugal
09/02/2026
Sewing praised the federal government's first reform steps, such as the infrastructure fund, but urged consistent implementation.
09/02/2026
The acquisition is expected to generate annual net fee income slightly above DKK 0.2 billion and will be earnings per share accretive from 2028.
09/02/2026
Financial crime controls under the microscope: what the FCA’s findings mean for asset managers