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Tilney Bestinvest rebrands as the Tilney Group

The integrated business will now operate under the Tilney brand for financial planning, investment management and investment advice.

Swiss private banks see asset influx after US election: Baer CEO

While the consequences of Brexit will remain manageable for Swiss banks in the foreseeable future, Switzerland stands little chance of gaining significantly from the weakness of London's financial centre, he said.

Ex-Credit Suisse managers launch German boutique

Both partners have around 20 years of experience in the financial industry and most recently worked as senior portoflio managers at Credit Suisse in Zurich.

Swiss private banks see asset influx after U.S. election: Baer CEO

Switzerland should not unnecessarily cut off any negotiating possibilities amid a changing political landscape

Ryley Wealth Management expands with acquisition

We are delighted to be part of the bigger team.

UBS sees investor outflows even as it beats profit expectations

UBS launches new philanthropic portfolio to improve child healthcare in world’s most neglected communities

UBS hopes Trump-led rally will help boost wealth management

We have begun to observe improved investor confidence.

Sandaire launches real estate joint venture

Our collaboration offers an enhanced service to family office clients

Schroders launches first high yield fund using the “value approach”

The value approach will enable the team to identify opportunities in out of favour market segments with the aim of providing investors with a high total return.

Private Client Group announces record quarterly net revenues

Record quarterly net revenues of $1.04 billion, up 19 percent over the prior year’s fiscal first quarter and 8 percent over the preceding quarter

St. James’s Place - Record flows in final quarter drive funds under management to £75 billion

We’ve achieved strong growth across all the key aspects of the business and I believe that we are better placed today for the opportunities that lie ahead than ever before.”

Brewin Dolphin momentum continues to build

Q1 discretionary funds inflow of £0.7bn driven by ongoing inflows from all channels.

Ten private wealth resolutions for every HNW

There is a lasting power of attorney for your property and financial affairs and a separate one for your health and welfare and you can make one or both.

London is top city for wealthy property investors

It reveals that 10% of ultra-high net worth individuals those with a net worth of $30 million or more own five properties or more.

Wealthy women targeted by UBS

Bank’s wealth management arm to ‘retrain staff’ in bid to win female clients

AIM-listed wealth firm rockets 17% on bumper results

The company executed its purchases through the period at an average price of 1.9% of client assets.

WH Ireland sells freehold property in Manchester

The company would use the sale proceeds for general corporate purposes.

Fairstone bolsters Yorkshire presence with adviser acquisition

The deal was agreed under Fairstone's downstream buyout model.

SJP clients offered free advice by IFA amid concerns over charges

We’ll audit, analyse and advise you on your SJP funds and what your next move should be based on what’s in your best interests.

Mercer Outlines Top Ten Investment Ideas For Wealth Management Advisory Firms For 2017

Regulatory changes and technological advances are shifting the wealth management landscape

Wealth and Asset Management