M and A
10 March 2025

AITi Tiedemann Makes Its First European Acquisition With German MFO

The wealth manager and multi-family office has bought its first European business, a German MFO...

Client Affairs
10 March 2025

Close Brothers Asset Management Renamed As TrinityBridge

The move marks a new chapter for the company as an independently run business. ...

People Moves
10 March 2025

Who's Moving Where In Wealth Management? – EQ Investors, Fintilect, Kreston Global

The latest moves, appointments and personnel changes in the UK, the rest of Europe, the Middle East...

Market Research
10 March 2025

UK Smaller Companies Undervalued, Unloved – abrdn

Edinburgh-headquartered investment manager abrdn releases new research looking at how UK smaller...

People Moves
7 March 2025

Azura Partners Appoints Former UBS Wealth Managers

Azura Partners, a global wealth manager, continues its expansion with the addition of two senior...

Investment Strategies
7 March 2025

Franklin Templeton Brings Putnam Investment Strategies To International Clients

The move comes after the California-headquartered investment manager acquired Putnam Investments in...

New Products
7 March 2025

What’s New In Investments, Funds? – iCapital, Aviva Investors

The latest news in investment offerings, financial products and other services relative to wealth...

People Moves
7 March 2025

Brown Shipley Appoints New CEO

The new CEO who, until now, has been in the post ad interim, will assume the role permanently. ...

Market Research
7 March 2025

UK Women Still Have Gender Wealth Gap – Handelsbanken

The firm stresses the need for building financial literacy and confidence among women of all ages...

Client Affairs
7 March 2025

UK's Evelyn Partners Backs Women's Sports In Padel Pact

Ahead of International Women's Day on 8 March, Evelyn Partners, a UK wealth manager with £63...