03/09/2026
Gold and ‘liquid alternatives’ typically behave differently to traditional asset types and could offer support against market volatility and geopolitical uncertainties.
03/06/2026
The head of UK wealth sales discusses the pressure on fees and how life’s challenges can put everything into perspective
03/06/2026
MoneyWeb Financial Advisers manages around £300m in assets for more than 600 private clients and 50 corporate clients.
03/06/2026
NatWest Group also holds a 'buy' rating with a target price of 780p, while Lloyds Banking Group is rated 'neutral' with a target of 108p and HSBC is rated neutral with a target of 1,404p.
03/06/2026
The transaction is subject to customary approvals by the relevant supervisory authorities and is expected to complete in the third quarter of 2026 at the latest.
03/06/2026
The closure of the semi-liquid fund comes following a review which decided that it is unlikely to see significant growth.
03/06/2026
SJP has reached this milestone amidst what is seen to be the biggest wealth transfer to women in history, with women now projected to be holding over half of the UK’s wealth.
03/05/2026
The bank generated net new money of 802 million francs there, of which well over 535 million francs were recorded in the first half of the year.
03/05/2026
The partnership reflects both parties’ strong belief in the Nordic and Copenhagen residential market.
03/05/2026
The narrative was swift and familiar: artificial intelligence is coming for advice.
03/05/2026
The French subsidiary of Banque Extérieure d’Algérie has adopted Temenos Core and FCM as SaaS to rapidly launch and scale banking services in France.
03/05/2026
Backed by St James’s Place, Celeste Leverton is targeting emerging entrepreneurs as clients for her new firm, arguing this segment often gets overlooked by the wider market.
03/05/2026
At a PWM roundtable in London, family office leaders examined what they truly value in advisers, focusing on stewardship, trust and preparing future generations for inherited wealth
03/05/2026
Globally, estimates are even higher, with tens of trillions of dollars set to change hands in the next two decades.
03/05/2026
The prestigious Citywealth Powerwomen Awards spotlights individuals and companies that support female leadership and celebrate diversity, champion women in the financial services industry and highlight the female leaders of today and tomorrow.
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.