10/07/2025
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe
10/07/2025
UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.
10/07/2025
Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.
10/07/2025
Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.
10/06/2025
This acquisition marks a major milestone in the development and growth journey of BNP Paribas Wealth Management in Europe.
10/06/2025
Construction cranes rise over the compound, where Pictet is adding several new stories to its main building.
10/03/2025
The latest acquisitions represent another key step in strengthening Hawksford’s European footprint, expanding its proposition in Luxembourg, while also adding a new operation in Malta.
10/03/2025
These are the kinds of companies that we believe are more likely to perform well over the long term.
10/03/2025
This global survey provided a detailed perspective on how wealth managers expect artificial intelligence to reshape both investment operations and client services in the coming years.
10/03/2025
Slice combines operator experience with disciplined investment rigor to unlock unique opportunities across the global sports landscape.
10/03/2025
Corporate bonds clearly remain a core part of client portfolios
10/03/2025
Novum sets itself apart from traditional wealth managers: the company operates with an open architecture, in which client advisors hold a stake in the firm’s success.
10/02/2025
It will lead to a buy-and-build programme that will extend Equilibrium’s offer nationwide.
10/02/2025
As Quilter Invest, the platform is designed to support clients in the earlier stages of their investment journey, while also offering a proposition to advisers who have clients who may not be ready for full financial advice.
10/02/2025
Switzerland faces a multibillion challenge, writes Erol Bilecen, Head of Sustainable Finance at the Swiss Bankers Association.
10/02/2025
Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.
10/02/2025
Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.
10/02/2025
At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).
10/01/2025
The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.
10/01/2025
Clients cite a consolidated wealth view, intuitive navigation, and strong transparency as key reasons they rely on Altoo daily.