10/23/2026
AJ Bell hits record assets under administration as customer numbers surge
Both business segments reported an uptick, as total advised customers increased by 12,000 over the course of the year to reach 194,000.
10/23/2026
Both business segments reported an uptick, as total advised customers increased by 12,000 over the course of the year to reach 194,000.
10/23/2026
Income from both its UK retail and corporate banks increased, as well as from its wealth management arm and investment bank.
10/23/2026
The wealth management organizations of affluent families have long-standing banking relationships, their own investment specialists, and very precise ideas about their needs.
10/23/2026
Oakglen Wealth confirmed as new shirt sponsor for Jersey Rugby Club men’s and women’s teams
10/23/2026
With three independent financial advisers and a mortgage and equity-release adviser, the firm manages £125mn worth of assets for clients.
10/23/2026
Imperium Group has been recognised as a Tier 1 firm in the ‘2026 eprivateclient Top Trust Companies’ rankings.
10/23/2026
Moroccan businessman Moulay Hafid Elalamy is targeting wealthy individuals and business-owning families through a new private-banking and family-office operation built inside the former Société Générale Morocco.
10/22/2026
UK business sales hit an eight-year high as fatigue and a shortage of growth-stage funding push more founders to sell, Rathbones warns
10/22/2026
It will also contribute to the development of projects that explore new approaches to education, social inclusion and participation through the performing arts.
10/22/2026
Family businesses are one of the cornerstones of the Belgian economy.
10/22/2026
Post-completion, Zodia Custody’s regulated digital asset custody business will be integrated into Standard Chartered’s existing digital asset custody activities within Securities Services.
10/22/2026
The Scottish Legal Awards, now in its 23rd year, celebrates excellence, innovation, leadership and achievement.
10/22/2026
Rathbones Group Plc's trading update for the three months ended 30 September 2026 announces funds under management and administration up 7.2% and nine-month operating income up 6.7% year on year.
10/22/2026
The National Wealth Fund has helped drive almost £70 billion into the UK economy, new figures show, as it continues to accelerate investment in the places, infrastructure and industries that will underpin long-term UK growth.
10/22/2026
The deal comes as foreign banks face stiff competition from wealth managers amid regulatory constraints in India.
10/22/2026
Tavistock Group Holdings Limited is the immediate parent of Tavistock Private Client (TPC).
10/21/2026
The result is a return engine that has historically exhibited relatively low sensitivity to many of the common risk factors embedded in traditional portfolios.”
10/21/2026
The UK private wealth manager will expand Wealthspire’s specialized capabilities serving professionals across the entertainment, sports and fashion industries
10/21/2026
Nomura, Japan’s biggest brokerage, is considering the potential size of the operation though no final decision has been made
10/21/2026
Investors in the distributing fund will see their fees reduced by at least 25 basis points for three years and investors in the compounding fund will see their management fees reduced by up to 75 basis points until January 1, 2030.