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Wealth management platform Prosper raises £4m

The round was led by Fuel Ventures, who invested £2m, with participation from a number of existing shareholders.

P1 Investment Services unveils all-in-one client advisor portal

The P1 Wealth Pilot was created to tackle the massive problem of siloed data sitting across multiple adviser systems.

UBS: Wealthy clients are still relocating to the UK

Victoria Hagmann, head of UK wealth management at the Swiss bank, says there are plenty of growth signals despite the gloom around last year’s Budget.

Tangible advises Rothschilds on sale of credit secondaries to Pantheon

This deal represents the first at-scale liquidity solution for a feeder vehicle invested by wealth solutions clients, which preserves the feeder’s structure while maintaining compliance with its fiduciary responsibilities.

Foresight acquires WHEB Asset Management

Deal will add almost £800m to the group’s AUM

Brooks Macdonald announces the commencement of a share buyback programme

The shares will be purchased in the open market and cancelled to reduce the Company's share capital.

Oak Group leaders recognised with industry honours

Stuart Dowding, Group Head of Private Client, was named one of the 2025 eprivateclient 50 Most Influential.

Forvis Mazars cuts M&G bond fund exposure after Jim Leaviss exit

The Citywire Top 100 firm pulled back from the fund after its long-time manager left last summer during MPS rebalancing.

Union Bancaire Privée Annual results 2024

Union Bancaire Privée increases its group profit to CHF 257.4 million in 2024

Credit Suisse AT1 Bond Disputes: Switzerland in the Hot Seat

A key legal decision in New York this February could determine the next steps in the escalating conflict.

Schroders set to adopt all four SDR labels spanning 16 funds

These encompass the ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’ and ‘Sustainability Mixed Goals' labels.

Evelyn Partners announces the sale of its Fund Solutions business to Thesis

The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.

Liontrust buys Quilter for £2.8bn Special Situations fund

The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.

Barclays scores sport partnership becoming the principal partner of Lord's Cricket Ground

The new partnership with the Home of Cricket joins football and tennis in Barclays’ commitment to professional and grassroots sport

Objectway supports Baader Bank to propel its 'Road to Future' program

By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.

Guernsey Finance to update industry on new opportunities

Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).

The Flower Group launches M&A support service for wealth managers

The service has already made a significant impact, working with eight acquirers and 30 sellers

Titan Wealth expands with acquisition of Advisa Wealth

This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.

Weatherbys’ Private Bankers recognised in the Spear’s 500 Wealth Management Index

The directory features the very best private client advisers, wealth managers, lawyers, and service providers globally, and we are thrilled to have been included.

These Four Swiss Financial Institutions Are Hotly Tipped

They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.

Wealth and Asset Management