Wealth and Asset Management Archives - Page 230 of 1552

Quilter Cheviot and KKR bring evergreen private markets solution to UK wealth market

December 10, 2025

The structure has been designed to work seamlessly across Quilter Cheviot’s key jurisdictions – the UK, Jersey, and Ireland – ensuring clients in all locations can benefit from this enhanced private markets access.

Wealth and Asset Management

Titan Wealth acquires £650m AUA Bath firm

December 10, 2025

The firm specialises in Financial Planning and wealth management services to private clients, trusts, and corporate entities and has office in Bath and Cheltenham.

Wealth and Asset Management

Rathbones could attract bid interest from global bank, says RBC

December 10, 2025

RBC has named Rathbones among its top 2026 UK wealth picks in anticipation of new CEO Jonathan Sorrell making 'strategic progress' at the firm.

Wealth and Asset Management

Quilter joins major finance firms to launch UK Retail Investment Campaign

December 10, 2025

The industry-wide campaign is supported by His Majesty’s Treasury (HMT), the Financial Conduct Authority (FCA), and the Money and Pensions Service (MaPS), with the Investment Association (IA) acting as Secretariat.

Wealth and Asset Management

Munters Named This Week's Top Pick by ABG Private Banking

December 10, 2025

A strong Q3 report, a clear boost in order momentum, and record deals in the data center sector have rapidly changed the company's outlook.

Wealth and Asset Management

Stephenson Harwood wins ‘Legal Provision Firm of the Year’ at the WealthBriefing MENA Awards 2025

December 9, 2025

This award reflects the team’s continued leadership in the private wealth sector and highlights its exceptional ability to deliver innovative and strategic advice to clients with sophisticated cross-border needs.

Wealth and Asset Management

MAI Capital Management Acquires Lowe Wealth Advisors

December 9, 2025

LWA serves high-net-worth individuals and families, including business owners, entertainers and foundation and endowment trustees.

Wealth and Asset Management

Advisers risking £7trn opportunity as majority ignore Great Wealth Transfer

December 9, 2025

This is despite the transfer of wealth being predicted to reach £7tn over the next 30 years in the UK alone.

Wealth and Asset Management

World’s Best Private Banks 2026

December 9, 2025

Instead, across all tiers of the business, demand for increasingly complex personalized services, asset protection planning, and access to new markets presented both an opportunity and a challenge for the industry.

Wealth and Asset Management

QIB’s Private Banking Team earns CISI certification in international investments and securities

December 9, 2025

This achievement positions QIB among the first banks in Qatar to have a fully certified Private Banking team

Wealth and Asset Management

Broadridge’s Shareholder Disclosure Hub Migrates to AWS, Boosting Global Reach, Resilience and Security

December 9, 2025

Enhances performance and scalability, expands multi-regional market coverage and accelerates innovation for clients

Wealth and Asset Management

AI simulation gives wealth managers a crystal ball

December 9, 2025

AI simulation, combined with behavioural modelling, is helping wealth managers predict client behaviour, test decisions in advance and stay ahead in a fast-changing market

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