05/20/2025
Drawing on interviews with Chief Executives and senior leaders from across the PBWM sector and data from PIMFA, UK Finance, and KPMG, the report reflects a broad industry consensus on the sector’s current growth opportunities and challenges.
05/20/2025
A new report from PIMFA, UK Finance and KPMG UK outlines four key priorities to unlock the full growth potential of the UK private banking and wealth management sector.
05/20/2025
There is, however, a ‘measured caution’ especially in terms of data privacy, accuracy and maintaining a human touch
05/20/2025
After less than a year as a listed entity, the Australian Wealth Advisors Group has completed two more investments into Australian wealth management firms.
05/20/2025
Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.
05/20/2025
The new office, situated within NBK’s London building, offers enhanced client meeting spaces and upgraded technological infrastructure.
05/20/2025
Investors must contend with deep policy uncertainty, still elevated valuations and concentration in U.S. equity markets, and persistent volatility as they anticipate whether the U.S. administration's more market-friendly proposals will come to fruiti
05/19/2025
An individual can be both a remisier and a financial adviser if he has the necessary qualifications and licences
05/19/2025
The company will be raising money for Grace House, a charity based in Southwick that supports disabled children, young people, and their families.
05/19/2025
The Florida Wealth Management Market is led by Market Executive Lane Strumlauf and is part of the firm’s Southeast Region, which is led by Regional Director Julie Fox.
05/19/2025
36% asset growth over next four years as Islamic Banking enters new phase
05/19/2025
We also polled the wealth managers on equity allocations and where they see the gold price at the end of the year.
05/19/2025
In addition to its traditional institutional business, the firm aims to expand into wealth management. finews.ch met with two key people in Zurich.
05/19/2025
The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.
05/19/2025
This gap is driving UHNW families to family offices, which provide bespoke, hands-on coordination of legal, tax, and strategic needs.
05/19/2025
The acquisition awaits SEBI's regulatory approval and is expected to finalise in two to three months.
05/19/2025
Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.
05/19/2025
Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.
05/19/2025
The number of advisers in the network grew by 146 to 59
05/19/2025
Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth