03/07/2025
This prestigious accolade recognizes Tindeco’s revolutionary end-to-end technology that is transforming the way asset and wealth managers operate.
03/07/2025
The Barclays incident alone will result in customers getting as much as £7.5 million ($9.7 million) in compensation
03/07/2025
Chosen by UK Boutique Manager as Single Strategic Provider for Front-to-Back Office Solutions
03/07/2025
AIB announces profit after tax of €2.35 billion and total distributions of €2.6 billion
03/07/2025
Seven in ten whose situation has worsened say the cost of living has impacted their ability to manage their money (71%).
03/06/2025
Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world
03/06/2025
But at the end of 2024, £81.6mn of those loans were impaired - an increase of 62 per cent on the previous year.
03/05/2025
The first partnership event on March 7 to celebrate International Women’s Day’ will highlight the transformative power of sports on young girls, aligning with the Evelyn Partners’ brand promise to inspire ‘what’s next’.
03/05/2025
These results demonstrate the benefit of our scale dual-distribution model which has made us the UK’s largest and fastest growing retail advised platform provider.
03/05/2025
This article explores how family offices can harness AI to enhance governance structures, outlining the potential benefits as well as key considerations.
03/05/2025
This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.
03/05/2025
SEO Richard Burden has 30 years’ experience working across Middle East and recently re-located to Dubai
03/04/2025
These funds are designed to create optimal investment exposures for each MPS strategy.
03/04/2025
Partners Wealth Management (PWM) has confirmed all 60 Johnston Carmichael Wealth employees will move over as part of the deal.
03/04/2025
Boston Multi Family Office was founded in 2002 as a single family office
03/04/2025
UBS reports 4Q24 net profit of USD 0.8bn and FY24 net profit of USD 5.1bn; proposes USD 0.90 dividend per share and continuation of share repurchases; continuing to invest for long-term growth
03/04/2025
The 200-year-old fund management group is hoping to put the vowel-less rebrand, which prompted widespread ridicule, behind it.
03/04/2025
The SNB’s final profit for 2024 is slightly higher than reported at the beginning of the year.
03/03/2025
The strategy targets regional customers via focus on Swiss and European stocks with high dividends.
03/03/2025
Schroders will initially manage nearly £400 million of Utmost Life and Pensions’ annuity book.