01/07/2026
The move will give the firm's clients access to 200 experienced wealth advisers in retirement planning, pensions and protection planning, working alongside its existing team of inheritance tax, trusts, wills and probate specialists.
01/07/2026
The bank has experienced remarkable growth in client assets in both its direct client segment and its institutional business.
01/07/2026
The recognition forms part of a wider industry awards programme highlighting firms that have demonstrated exceptional growth, innovation and client focus within private wealth and asset management.
01/06/2026
Global stocks resumed their ascent in December, notching all-time highs in dollar terms.
01/06/2026
Private banking used to be about marble lobbies, discreet meetings, and opaque products.
01/06/2026
The investment management fee is 0.15 per cent and the underlying OCF is 0.40 per cent-0.46 per cent depending on risk profile.
01/06/2026
Firm among finalists at Citywealth Magic Circle Awards 2026.
01/06/2026
The integration of Credit Suisse has always been less about branding and more about systems.
01/02/2026
Private markets have taken a central role in global asset management and 2026 will see greater momentum behind the expansion of this market in the wealth space.
01/02/2026
Income streams can be diverse and often fluctuate year to year, from dividends, carried interest, rental income, or business profits.
12/30/2025
Albert Saporta and Randel Freeman call for full transparency on the fairness analysis and a materially improved price to protect minority shareholders
12/30/2025
The UK wealth market offers opportunities in retail savings and investments, with a focus on affluent segments holding significant liquid assets. Deposits remain key, growing steadily.
12/29/2025
For decades, asset and wealth managers have co-existed separately.
12/24/2025
As private banking evolves in Europe, ING is carving out a distinctive approach that combines digital innovation with personal guidance. T
12/24/2025
Barclays and NatWest are both through to the second round of an auction of Evelyn Partners, which manages nearly £64bn in assets, Sky News learns.
12/24/2025
Happy New Year to all
12/23/2025
They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs.
12/23/2025
MUFG analysts argue that persistent franc strength would increase pressure on the SNB to respond through a combination of renewed currency intervention and potentially reintroducing negative interest rates.
12/23/2025
There are many reasons why wealthy individuals choose to live in Switzerland and invest their assets there.
12/23/2025
CaixaBank was the first bank in Europe to launch this service, with a unique value proposition in the market