M and A
14 February 2025

UK's Benchmark Acquires Yorkshire-Based Wealth Planning Firm

Benchmark supports financial planning businesses across the cycle of these businesses' lives. ...

Investment Strategies
14 February 2025

EXCLUSIVE: BNY Outlines Its 2025 Asia Investment Strategy

Like Edinburgh-based investment manager abrdn, Zoe Kan, portfolio manager of BNY...

Financial Results
14 February 2025

Lombard Odier’s AuM Up In 2024; Net Profits Down

Geneva-headquartered global wealth and asset manager Lombard Odier has just released its financial...

Financial Results
13 February 2025

Fourth-Quarter Private Banking, Wealth Income Rises At Barclays

The UK banking group logged a broadly positive set of results for the wealth and private banking...

People Moves
13 February 2025

Who’s Moving Where In Wealth Management? – Charles Stanley, Hoxton Wealth, Plurimi

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

Financial Results
13 February 2025

ABN AMRO's Q4 2024 Profit Slips

Last year, the Dutch bank expanded its private banking footprint in Germany. This year, it is...

People Moves
13 February 2025

Former Wealth Management CEO Joins Big Issue Group

The Big Issue Group, well known for its work in the UK for changing the way poverty is tackled, has...

Trust Estate
13 February 2025

Inheriting Trouble: Options After Estate Insolvency Due To Negligence Or Fraud

This article considers arguments about estates involving insolvency, and roles such as those of the...

People Moves
12 February 2025

UK Wealth Consultant Bob Cossey Dies

An important figure in the wealth management sector has passed away at the age of 69. ...

Financial Results
12 February 2025

Mediobanca's Profits, Wealth Revenues Rise In Six Months To End-2024

The Italian banking group provides services including private banking and wealth management, and...