04/15/2025
Benchmark buys remaining minority stake in £4 billion Oculus Wealth Management network
Oculus is a boutique advice network operating an IFA appointed representative model with 46 advisory firms.
Wealth and Asset Management
04/15/2025
Steward Partners Applauds 23 Financial Advisors Recognized on Forbes | SHOOK 2025 Best-In-State Wealth Advisors List
The list is compiled by SHOOK Research and is based on a rigorous methodology that blends quantitative data with qualitative insights, including comprehensive interviews with firm-nominated candidates.
04/15/2025
Business Awards UK 2025 Wealth Management Awards Winners and Finalists Revealed
Business Awards UK congratulates all winners and finalists for their remarkable accomplishments and their ongoing commitment to delivering exceptional value to clients across the wealth management landscape.
04/15/2025
Quilter Cheviot and Quilter WealthSelect Managed Portfolio Services now available on AJ Bell’s Platform
By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.
04/15/2025
Pantheon expands international private wealth offerings with evergreen private credit secondary fund
The Fund will invest in direct lending strategies and opportunistic credit strategies, aiming to deliver a compelling combination of yield and compounding.
04/15/2025
ARK Wealth Secures Two Prestigious Best Wealth Manager Awards
These award wins reflect ARK Wealth Management's emergence as a global wealth management powerhouse, combining enduring client relationships with a strategic, sustainable investment philosophy.
04/15/2025
Nomura scaling back China wealth unit, shifting focus to brokerage and assets
Nomura Orient International Securities has trimmed staffing by about two-thirds in its China wealth business over the past two years
04/15/2025
HSBC China opens seventh wealth centre in mainland China
HSBC China targets Asia’s largest affluent market with a new wealth centre in Hangzhou. It plans to open four more centres in mainland China by this year.
04/15/2025
Schroders appointed by Scottish Friendly to run £2.1 billion multi-asset and insurance mandate
The mandate reinforces Schroders’ position as an insurance asset management leader and expert in delivering actively managed and tailored investment solutions.
04/15/2025
Tatton net flows increase by £3.7bn as board chair retires
This increase to £1.855 bn in H2, an average of £309m per month.
04/14/2025
Wealth destruction vs wealth distribution
Key differences and economic impact
04/14/2025
Glen Smith of GDS Wealth Management Named One of Forbes' 2025 Best-in-State Wealth Advisors
To be named one of Forbes' Best-in-State Wealth Advisors, candidates must meet stringent criteria.
04/14/2025
Zürcher Landbank and Bank Avera go their separate ways again
The strategic collaboration in the areas of IT, management support, and sales failed to achieve the desired synergies and cost reductions, the two banks wrote in a joint press release.
04/14/2025
TrinityBridge announces opening of new Guildford Office
This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base
04/14/2025
Benchmark completes takeover of advice network Oculus Wealth Management
The Schroders-owned firm has controlled £4bn network Oculus since December 2022.
04/14/2025
Julius Baer Guernsey wins big seven years in a row
This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.
04/14/2025
Liontrust Asset Management investors are sitting on a loss of 65% if they invested three years ago
Now let's have a look at the company's fundamentals, and see if the long term shareholder return has matched the performance of the underlying business.
04/14/2025
Opera Limited expands Oak Group with strategic acquisition of Bahamas fiduciary business
This strategic move aligns with Opera’s broader plan for sustainable growth through acquisitions, operational efficiencies, and innovation.
04/14/2025
AAB Wealth enters London market with Magus Wealth deal
The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.
04/14/2025
SoundRidge Private Wealth Debuts in NYC
2025 Forbes Best-in-State Wealth Management Team Joins Wells Fargo Advisors Financial Network (FiNet)