Surveys
23 September 2025

IFAs Say Portfolio Management Load Costs New Business – Rathbones

A new study by Rathbones shows that IFAs think their profession is best served by focusing on...

People Moves
23 September 2025

New Head For Swiss Association Of Wealth Managers

From the start of 2026, the Swiss wealth industry group will have a new head, taking over from a...

M and A
23 September 2025

Oberon To Acquire UK's WH Ireland Wealth Business

Oberon Investments Group, a London-based boutique financial services firm, moves ahead with its...

People Moves
23 September 2025

Quilter Cheviot Names New CEO

The new CEO, who has had a long career at HSBC, has a track record of driving growth initiatives...

People Moves
23 September 2025

Who’s Moving Where In Wealth Management? – HarbourVest Partners, Fortress

The latest moves, appointments and personnel changes in wealth management for the UK, rest of...