04/15/2025
By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.
04/15/2025
The Fund will invest in direct lending strategies and opportunistic credit strategies, aiming to deliver a compelling combination of yield and compounding.
04/15/2025
The biggest obstacle, however, is finding suitable people to manage their fortunes.
04/15/2025
The mandate reinforces Schroders’ position as an insurance asset management leader and expert in delivering actively managed and tailored investment solutions.
04/15/2025
This increase to £1.855 bn in H2, an average of £309m per month.
04/14/2025
This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base
04/14/2025
In this context, an asset manager with more than 20 years of experience is well-positioned to play a pioneering role.
04/14/2025
The Schroders-owned firm has controlled £4bn network Oculus since December 2022.
04/14/2025
This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.
04/14/2025
The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.
04/11/2025
In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.
04/11/2025
Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.
04/11/2025
The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.
04/11/2025
Chairman Colm Kelleher defended the bank’s pay structure in his remarks.
04/11/2025
Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.
04/10/2025
Hoxton Wealth’s Birmingham office opens with a team of five, and Bobby has ambitious growth plans for the region this year.
04/10/2025
While operating on the Bergos platform, Crossroad will function independently and is open to clients beyond the bank’s private banking relationships.
04/10/2025
Swiss players like Mirabaud and BCV improve their standing, while others lose ground.
04/10/2025
The Group increased its assets under management by 19%, further consolidating its positive trajectory.
04/10/2025
As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.