10/28/2025
UBS claws back Swiss fund market share
The latest Asset Management Association report shows which providers have gained ground.
Wealth and Asset Management
10/28/2025
HSBC warns on wider risks from private credit blow-ups
Collapse of First Brands Group and Tricolor Holdings has unnerved investors
10/27/2025
Apollo to open Paris office for private-wealth push
The buyout giant is becoming the latest investor to target the French capital
10/27/2025
Wealth management firm relocates HQ to former 19th century country home
The firm, founded by Nick Oliver and launched in 2022, provides independent financial advice to clients across a range of services including pensions, investments, protection and estate planning.
10/27/2025
Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards
Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management
10/27/2025
Boutique founder joins WH Ireland board after £1m wealth deal rebellion
Lumin Wealth co-founder John Cusins joins the WH Ireland board weeks after two NEDs resigned in the aftermath of a huge vote against its planned £1m wealth sale to Oberon.
10/27/2025
Hoxton Wealth acquires Manchester-based IFA
The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,
10/27/2025
Clifton Wealth adds Wesleyan fund to adviser platform
The move marks a collaboration between the Bristol-based financial planning and wealth management firm and Wesleyan, the UK mutual financial services provider.
10/27/2025
Rothschild Martin Maurel expands into the ‘Grand Ouest’ region of France
Rothschild Martin Maurel will deploy an experienced team
10/24/2025
Arbuthnot Banking Group PLC Third Quarter 2025 Trading Update
The uncertain economic outlook has meant that lending markets have continued to observe thin volumes of business with lenders aggressively competing for transactions by offering low rates.
10/24/2025
7IM outflows drop 21% amid record platform sales
The firm said gross sales exceeded £1bn for only the second time, helping push total advised assets under management up 18% quarter-on-quarter to £17.4bn.
10/24/2025
AFH adds £750m AUM with acquisition of Herts Planner
The Avidity team will integrate with AFH immediately, rather than becoming a subsidiary of the Bromsgrove-based wealth management firm.
10/24/2025
Schroders demonstrates extensive credit expertise by acting as an anchor investor in a €455m new notes issue by GTC Finance DAC
GTC Aurora is part of GTC Group, one of the leading commercial real estate investors and developers in central and eastern Europe and Germany.
10/24/2025
Q3 2025 update: net inflows and supportive markets lift AUM to new high
Schroders Capital recorded strong net inflows in private debt and credit alternatives.
10/24/2025
Coutts assets rise as markets boost wealth managers
NatWest’s bank for the rich has grown assets above £50bn as wealth firms benefit from booming investment performance
10/24/2025
Global Finance Names The World’s Best Private Banks 2026
Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.
10/24/2025
Q3 2025 NatWest Group Results
A summary of NatWest Group’s Q3 2025 results.
10/23/2025
Barclays plays down £20bn exposure to private credit industry
CEO says bank has ‘right controls’ in place despite warnings about industry from IMF and Bank of England
10/23/2025
Swiss-backed private bank snaps up London wealth firm
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.
10/23/2025
SJP exceeds £200bn in funds under management
Elsewhere, the firm recorded gross inflows of £5.7bn amid transitioning to its simple, comparable charging structure.