Wealth and Asset Management

15028 articles found

Wealth and Asset Management

NatWest Cymru seeks to ‘Power Welsh Ambition’ with investment in new Cardiff head office

NatWest Cymru to relocate its Welsh head office to One Central Square, Cardiff, underlining commitment to Wales and the Welsh economy The new headquarters will also house the Cardiff Accelerator Hub – supporting Welsh entrepreneurs and start-ups New chapter in NatWest’s Welsh roots that date back to 1700s NatWest Cymru has announced plans to relocate […]
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Wealth and Asset Management

Sanctuary Wealth notches record year as advisor teams chase flexibility

Elite advisor teams overseeing a combined $5.9 billion in client assets moved their businesses onto Sanctuary Wealth's platform during the first half of 2026, pushing the hybrid RIA's trailing 12-month recruited assets to a record $12.7 billion.   Miami-based Sanctuary, which positions itself as a home for advisors seeking greater independence without sacrificing support, said […]
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Wealth and Asset Management

Setting a new standard for sustainable buildings: double accolade for Lombard Odier’s new HQ

key takeaways. 1Roof achieves dual SNBS Platinum and BREEAM Outstanding certification, a first in Switzerland Achievement recognises excellence in sustainability, environmental performance, user experience and long-term value creation The building makes sustainability tangible through renewable energy, GeniLac, efficient resource management, sustainable mobility and high-quality workspaces.  1Roof, Lombard Odier’s new global headquarters on the banks of […]
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Wealth and Asset Management

GAM special situations managers cross 5% ownership threshold in Liontrust and build a position in Impax, citing continued engagement and deep undervaluation

On Friday 10 July 2026, two GAM-managed special situations investment portfolios declared an interest in over 5% of Liontrust Asset Management PLC’s (LON:LIO) shareholder capital.    This follows a publicly announced previous interest of 3.6% and an open letter to Liontrust’s CEO sent in March 2026. In this letter, the co-portfolio managers, Albert Saporta and […]
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Wealth and Asset Management

Wealth manager expands with heartland region moves

A national wealth management firm has bolstered operations with a twin market move.   Fairstone has bought Grainger Financial Planning and Riverstone Wealth Management.   Bosses say the swoop for the businesses – which operate in Sunderland-headquartered Fairstone’s North East heartland – “demonstrates its commitment to further growth” in the region.   The deals come […]
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Wealth and Asset Management

Groupe Banque Richelieu reaches €11 billion in assets under management and displays remarkable financial strength

Groupe Banque Richelieu confirms its ambition to become a major player in international wealth management.    The Group has not only reached a symbolic milestone but has also consolidated its growth through strategic operations, notably the acquisition of its Swiss subsidiary and the creation of Richelieu Invest, while demonstrating remarkable financial strength. This momentum paves […]
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Wealth and Asset Management

Rathbones warns business owners at risk on pensions

Rathbones tells Pensions Commission entrepreneurs and business owners drive wealth creation but face significant retirement challenges Wealth manager calls for a simpler, more stable pensions system to rebuild confidence in long-term saving, notably by those driving growth  Rathbones has called for a simpler, more predictable pensions framework that supports business owners and entrepreneurs without deterring […]
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