Investment Strategies
9 June 2025

Hold Fewer Equities, Add to Bonds – Pictet

Geneva-headquartered Pictet Asset Management held a roundtable in London this week, discussing its...

New Office
5 June 2025

Lazard Expands London Operations

This week, Lazard, a financial advisory and asset management firm, has opened its new, enlarged...

Surveys
3 June 2025

Wealth Transfer Top Priority For Advisors In 2025 – Schroders Survey

London-headquartered investment house Schroders launched its UK Financial Adviser Pulse Survey...

M and A
20 May 2025

Finastra Agrees To Spin Off Treasury, Capital Markets Arm

Finastra, which is headquartered in London and with offices in jurisdictions including the US and...

Fund Management
28 February 2025

St James’s Place Hands Multi-Asset Mandate To Royal London Asset Management

UK wealth manager St James's Place, which has more than £190.2 billion ($240.5 billion) funds...

People Moves
17 January 2025

GSB Names New Chief Operating Officer

Ex-Fry group and Sanlam figure joins wealth and financial planning firm in London as growth...

Company Profiles
25 November 2024

An Expanding Horizon For Lighthouse Canton

With its Singapore HQ, onshore India business, a planned office in London and business presence in...

Tax
20 November 2024

Spotlight On UK Agriculture Inheritance Tax Hikes

After farmers gathered in London this week to protest against the government's inheritance tax...

People Moves
12 November 2024

Who’s Moving Where In Wealth Management? – Quilter Cheviot, Royal London AM, Others

The latest moves, appointments and personnel changes among wealth management and related...

People Moves
28 October 2024

London & Capital Expands Its European Headquarters

Relocating its executive director and wealth manager to its Barcelona headquarters will enable...