02/10/2026
New year, new plan: turning financial aspirations into reality
Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.
02/10/2026
Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.
02/10/2026
As settlement cycles shorten and regulatory complexity increases, the need for automated operational workflows is critical.
02/10/2026
Gareth Munn has founded Control Point Wealth, an appointed representative of Quilter, aimed at business owners and entrepreneurs.
02/10/2026
The personal relationship with one's primary bank is also viewed very favorably.
02/09/2026
Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.
02/09/2026
Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients
02/09/2026
NatWest Group plc (“NatWest Group”) is pleased to announce that it has reached an agreement to acquire Evelyn Partners from funds advised by Permira and Warburg Pincus for £2.7 billion enterprise value (the “Transaction”).
02/09/2026
Together, we will be the UK’s leading private banking and wealth management business
02/09/2026
Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.
02/09/2026
Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.
02/09/2026
The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.
02/06/2026
Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators
02/06/2026
Ben Leach discusses ambitions to expand the group's presence in UK wealth management and even become a household name.
02/06/2026
Very strong capital position (CET1 ratio of 19.7 percent) and proposed continued attractive dividend of CHF 3.00 per share
02/06/2026
Societe Generale’s Board of Directors, which met on 5 February 2026 under the chairmanship of Lorenzo Bini Smaghi, examined the Societe Generale Group’s results for Q4 25 and endorsed the 2025 financial statements.
02/06/2026
At 31 December 2025, TISE issuers were domiciled in 38 different territories
02/06/2026
Nearly 67% of firms now include climate risk assessment in pre-investment due diligence, but only 13% apply the same discipline throughout the full investment lifecycle, from acquisition to exit.
02/05/2026
The high street banking giants both intend to table formal bids on Thursday for private equity-backed Evelyn Partners as an auction nears its conclusion, Sky News understands.
02/05/2026
The UK’s largest Managed Portfolio Service has seen assets jump 37% in just one year
02/05/2026
It is therefore particularly disappointing that we have now had to include these new causes of action in respect of Titan’s MPS