03/04/2026
UK wealth business' Henley office up for £600k sale after profits nosedive
The property is vacant with a business rates value of £22,500.
03/04/2026
The property is vacant with a business rates value of £22,500.
03/04/2026
2025 was a year of strong business momentum, record net inflows and good market performance.
03/04/2026
He does not consider the move a major adjustment or even a culture shock.
03/04/2026
A new strategic partnership with Cinven, a renowned global private equity firm, marks the start of an accelerated growth phase
03/03/2026
Under the terms of the deal – completed for an undisclosed sum – KSP Financial boss Keith Phillips will operate in a consultancy role.
03/03/2026
The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band.
03/03/2026
Adjusted operating profit increased 3.5% to GBP264 million from GBP255 million, slightly ahead of GBP261 million consensus.
03/03/2026
It also manages two OEIC funds with approximately £400m of assets under management via CPN Investment Management LLP.
03/03/2026
We are looking to expand headcount and to be in more geographies within the UK summary
03/02/2026
With a formidable reputation both as a trustee and a director on complex trust structures, family offices and multinational companies, Darren’s career spans some 30 years – the last 20 of which have been spent in senior fiduciary services role
03/02/2026
Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.
03/02/2026
Daniel Belfer, CEO of Bank J. Safra Sarasin, will be appointed CEO of Saxo Bank.
03/02/2026
Global markets experienced significant ups and downs throughout the year. Nevertheless, both equity and bond markets finished 2025 in positive territory.
03/02/2026
The merger follows 7IM’s acquisition of Amicus Wealth in December 2023.
02/27/2026
Fraudsters are now exploiting trending asset classes such as stocks, securities, and particularly cryptocurrencies, which are attractive to victims due to their perceived profit potential.
02/27/2026
The potential transaction comes amid heightened deal activity across the UK wealth and insurance sector.
02/27/2026
The center boasts 7,884 square feet of space with 14 meeting rooms and, including enclosed teller rooms and private client advisory rooms.
02/27/2026
Statutory profit before tax rose 53.5% to £152.9 million, benefitting not only from these synergies but also from a sharp reduction in integration costs, while underlying profit before tax rose 4.6% to £238.1 million.
02/27/2026
The transaction values atNorth at an enterprise value ("EV") of USD 4 billion.
02/27/2026
Throughout his career, John has developed a reputation for combining technical depth with a measured and considered approach to complex cross-border matters.