02/10/2026
Evelyn Partners including Bestinvest to become part of NatWest
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
02/10/2026
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
02/10/2026
In the UAE, 30% of real estate portfolios are held by women, and more than 25,000 Emirati women entrepreneurs contribute over $16 billion annually to the economy.
02/10/2026
Smith Wealth Advisory Group has been named to the 2026 Forbes list of Best-in-State Wealth Management Teams in Pennsylvania
02/10/2026
The funds raised during these activities were then matched by TISE.
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.