M and A
30 June 2025

Deals Of The Day: The Latest In Wealth Management M&A – Brown Advisory, Marylebone Partners

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

New Products
30 June 2025

What’s New In Investments, Funds? – Aegon Asset Management

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

Family Office
30 June 2025

NextGen's Wealth Creation Imperative – In Conversation With AITi Tiedemann

The first generation of a UHNW family might focus initially on protecting – and enjoying – what...

Technology
30 June 2025

Number Of UK Vulnerable Clients Falls – Dynamic Planner

Marking its 2nd anniversary, Dynamic Planner’s Financial Wellbeing Questionnaire has been...

Surveys
30 June 2025

Most Fintechs Sit In IFCs; Cross-Border Growth Seen As Major Priority

The report, from BVI Finance, highlights the the world of fintech is a profoundly international...

ESG
27 June 2025

UBP Favours Sustainability Pragmatism, Mulls Defence Shift

The term "vibe shift" seems to apply to the area called ESG - a term that has somewhat fallen out...

Offshore
27 June 2025

Cross-Border Wealth Rose Strongly In 2024; Hong Kong, Singapore And Switzerland Dominate – BCG

The "big three" international booking centres of Singapore, Hong Kong and Switzerland clocked up...

People Moves
27 June 2025

ZEDRA Names New Chief Executive

The international financial organisation ZEDRA has recently appointed new Chief Executive....

Client Affairs
27 June 2025

UK Group Launches Revised Apprenticeship In Financial Planning, Paraplanning

The New Talent Alliance – an industry-led initiative aimed at improving access to careers in...

Technology
27 June 2025

AI Spreads Through UK's Asset Management Industry

Never mind whether there is a lot of hype about AI – a survey of UK asset managers suggests its...