Santander launches Private Wealth

New global initiative will offer bespoke services to ultra-high net worth clients thanks to Santander´s international footprint


UBS as a White Knight?

The bank, Switzerland's largest, was already raised in connection with a tie-up with Deutsche Bank last autumn.


Banca Generali acquires Lugano WM

The acquisition is based on the belief that the personal financial services market in Italy is still inadequately served for its size.


CreditEase Wealth Management awarded Best Social Impact Project

Recipients of these awards underwent a stringent and comprehensive evaluation process, demonstrating the verve to deploy wealth in ways to bring about positive impacts on the society and at the same time make positive financial return on client investment


UBS Revamps Wealthy Donor Arm

The most notable change is that several executives in UBS' arm for the ultra-wealthy will be tied into the bank's wider charitable efforts.


What do finance and football have in common? by Penny Lovell

Introduced to us by the PFA, Josef Jackson is a former professional footballer who has turned his battle with leukaemia into an opportunity to embrace a completely new career in finance and we’re proud to have him on our team!


AFH completes biggest ever IFA purchase

At the start of the 2017 financial year, the board set itself three medium term financial aspirations: funds under management of greater than £5bn, revenues of £75m per annum and underlying EBITDA margin of 20 per cent on revenue.