10/28/2025
St James’s Place senior investment specialist Corinne Lord is keen for the industry to do more work to bridge the advice gap, to ensure seeking advice is within reach for everyone regardless of wealth or age
10/28/2025
The latest Asset Management Association report shows which providers have gained ground.
10/28/2025
Collapse of First Brands Group and Tricolor Holdings has unnerved investors
10/27/2025
The buyout giant is becoming the latest investor to target the French capital
10/27/2025
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
Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management
10/27/2025
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
The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,
10/27/2025
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 will deploy an experienced team
10/24/2025
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
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
The Avidity team will integrate with AFH immediately, rather than becoming a subsidiary of the Bromsgrove-based wealth management firm.
10/24/2025
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
Schroders Capital recorded strong net inflows in private debt and credit alternatives.
10/24/2025
NatWest’s bank for the rich has grown assets above £50bn as wealth firms benefit from booming investment performance
10/24/2025
Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.
10/24/2025
A summary of NatWest Group’s Q3 2025 results.
10/23/2025
CEO says bank has ‘right controls’ in place despite warnings about industry from IMF and Bank of England
10/23/2025
Turicum Private Bank establishes a footprint in the UK by buying a majority stake in Hassium Asset Management.