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Wealth Management Adviser High Wycombe

This is what has ultimately lead him to become one of the best Wealth Management Adviser’s in High Wycombe.

Acquisitions drive Lync Wealth Management's Northern Ireland AuA past £350m

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.

Discreet Belgian Private Bank Opens Zurich Office

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.

Brooks Macdonald Group 2026 Full-year results

Investment in AI and digital have improved productivity, across both client-facing and support functions.

M&G plc Half Year 2026 Results

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.

Saxo Bank delivers strongest first-half year financial results in its history and continues growth across key commercial metrics

These half-year financial results reflect the bank’s strong commercial momentum and successful execution of its strategic priorities.

Study: Outdated technology slows growth at research institutions

Despite this, only a quarter of financial institutions have so far managed to decouple growth from rising costs.

Financial advisory firm grows with acquisition

It adds the deal – approved by the Financial Conduct Authority – will mean “no changes” to client services.

Former HSBC Trio Launches Zurich Wealth Management Boutique

The new firm, Global Strategic Advisory Group, or Advisory Group, opened its doors on Nüschelerstrasse in central Zurich in September

Partners Group Interim Results 2026 Interim Results 2026

Our exit pipeline remains full

Schroders continues to expand active ETF range with Europe and Japan Equity launches

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.

Four in five female professionals face retirement squeeze as business and family pressures mount

Many female entrepreneurs are struggling to balance building successful businesses with saving for retirement.

Utmost opens new distribution company in Portugal – Utmost Wealth Portugal

The new entity will be led by Pedro Paixão, Director of Utmost Wealth Portugal

Deutsche Bank CEO Sewing Warns of Populism and Calls for Reforms

Sewing praised the federal government's first reform steps, such as the infrastructure fund, but urged consistent implementation.

Jyske Bank to acquire Danish wealth manager Formuepleje

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.

FCA flags financial crime control weaknesses in UK asset management – here’s 7 focus areas for firms

Financial crime controls under the microscope: what the FCA’s findings mean for asset managers

Vontobel develops new campus in Baar and invests in new client office in Zurich to support future growth

The firm’s prime Zurich office at Bleicherweg will be refurbished to welcome clients in an elevated setting and house more than 300 client-facing employees.

UBS Announces Cash Tender Offers for Debt Securities

Capitalized terms used and not otherwise defined in this announcement have the meanings given in the Offer to Purchase.

JTC Now a Private Company as Permira Acquisition Completes

JTC will continue to operate under its existing name and brand, led by CEO Nigel Le Quesne and the established JTC management team.

A new Manchester home for Weatherbys Private Bank

The move to Sunlight House brings together Weatherbys’ long-standing heritage with our continued commitment to clients in Manchester and across the North West.

Wealth and Asset Management