06/18/2025
Womble Bond Dickinson wins Private Client Law Firm at eprivateclient Excellence Awards
WBD was recognised for being the top private client team in the country
Wealth and Asset Management
06/18/2025
HIGHVERN’s Jack Barlow named on Eprivateclient Next Gen Leaders 2025 List
The list, which was open to nominees from within the private client advisory professions, is decided by several factors
06/17/2025
Ninety One to complete Sanlam Investments UK transfer
The agreement designates Ninety One as the primary active investment manager for Sanlam's single-managed local and global products.
06/17/2025
How JM Finn manages the retiring wealth manager problem
The firm asks those looking to retire for at least a year's notice to make sure a new relationship can be formed with a wealth manager.
06/17/2025
France’s Elite Are Moving to Protect Wealth Before 2027 Election
Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.
06/17/2025
Partners Group seals distribution deal with Italian bank Sella
Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000.
06/17/2025
SJP gears up for wealth push as DFM losses narrow
After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even.
06/17/2025
Imperium colleagues recognised in prestigious industry awards
These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.
06/16/2025
JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services
As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.
06/16/2025
Back-to-back win for Saffery Trust in eprivateclient Excellence Awards
The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years
06/16/2025
Former UK Cabinet Minister to Headline Private Wealth Conference
He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.
06/16/2025
Utmost Wealth Solutions Reports Major Growth Milestones in 2024
Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries
06/13/2025
New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement
Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas
06/13/2025
AFH Wealth Management nets £250M debt refinancing from Ares
Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.
06/13/2025
Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025
In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.
06/13/2025
Ninety One to complete transfer of Sanlam Investments’ active asset management business
Ninety One UK will be the primary active asset manager for a specified portion of SI UK’s assets under management (AUM).
06/13/2025
Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey
These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.
06/12/2025
Lombard Odier: Family Offices Slash Return Expectations
A report by Lombard Odier explores their investment outlook in an increasingly uncertain macro environment.
06/12/2025
Nine Wealth Management achieves CISI Chartered Firm™ status
CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.
06/12/2025
Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum
The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.