10/08/2025
Investors including the prominent entrepreneur Hugh Osmond have moved to block the £1m sale of WH Ireland’s wealth arm to Oberon Investments ahead of an EGM on Thursday, Sky News learns.
10/08/2025
It is understood the Brewin Dolphin parent is the only firm to show real interest in acquiring Evelyn, with a bid battle yet to materialise.
10/08/2025
Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication
10/07/2025
EFG International AG is today announcing the completion of the acquisition of 100% of the Swiss private bank Cité Gestion, as initially communicated on 19 February 2025.
10/07/2025
Returns in fixed income show investment grade, high yield and AT1s running ahead of the carry offered at the start of the year.
10/07/2025
BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.
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.