02/10/2026
It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.
02/10/2026
The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.
02/10/2026
This is reflected in the unaudited results for 2025 released by the company on Tuesday.
02/10/2026
Gary Brownbridge explains why the start of the year is the ideal time to review your finances, refine your priorities and put a clear plan behind your long-term goals.
02/10/2026
As settlement cycles shorten and regulatory complexity increases, the need for automated operational workflows is critical.
02/10/2026
Gareth Munn has founded Control Point Wealth, an appointed representative of Quilter, aimed at business owners and entrepreneurs.
02/10/2026
The personal relationship with one's primary bank is also viewed very favorably.
02/09/2026
Federated Hermes has launched its first fund for Australian wholesale investors, focused on global trade finance, as it accelerates an expansion into wealth management.
02/09/2026
The $477bn firm also announced two more hires, including an Asian wealth marketing head from Lazard AM.
02/09/2026
Board proposes 66 cent final ordinary dividend, a 6 cent increase; fourth-quarter total dividend at 81 cents including Capital Return dividend
02/09/2026
A lot of the hiring will be focused on high net-worth
02/09/2026
Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.
02/09/2026
Innovative partnership leverages the best of Schroders and Apollo to deliver improved client outcomes, with ambition to reach multi-billion-dollar annual flows across both new and existing clients
02/09/2026
NatWest Group plc (“NatWest Group”) is pleased to announce that it has reached an agreement to acquire Evelyn Partners from funds advised by Permira and Warburg Pincus for £2.7 billion enterprise value (the “Transaction”).
02/09/2026
Together, we will be the UK’s leading private banking and wealth management business
02/09/2026
Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.
02/09/2026
Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.
02/09/2026
Our Managing Directors exemplify and uphold our strong culture grounded in our three keys to success.
02/09/2026
The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.
02/06/2026
Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators