Permira and Warburg Pincus agree to sell Evelyn Partners to NatWest
Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.
Wealth and Asset Management
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UBS Announces New Class of Managing Directors
Our Managing Directors exemplify and uphold our strong culture grounded in our three keys to success.
Söderberg & Partners expands into UK family office and HNW space with significant investment in Artorius Wealth Management
Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.
Former Newcastle Falcons and Scottish international player on how he went from rugby to wealth management
The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.
Reshaping wealth management in unexpected ways
Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators
WTW says it's ready for more UK wealth tie-ups after Atomos success
Ben Leach discusses ambitions to expand the group's presence in UK wealth management and even become a household name.
Pinnacle targets wealth advisers with UK acquisition
PAM is a UK fund manager which operates as a multi-affiliate model – the same as Pinnacle – as well as managed accounts technology product with assets under management of $26 billion.
14 William Blair Women Wealth Advisors Named Best-in-State by Forbes
The rankings are based on data from top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.
Barclays harnesses GenAI to deliver world-class customer service
This is part of a broader global strategy by Barclays to harness new developments in agentic and generative AI to drive innovation, improve decision making, and increase efficiency in its operations.
Where billionaires' investment firms placed their bets in January
While family offices are making fewer bets, their appetite for mega-rounds, which have come to dominate the VC landscape, hasn’t waned.
Vontobel achieves successful 2025, with strong financial results, significant strategic progress and the renewal of the shareholder agreement
Very strong capital position (CET1 ratio of 19.7 percent) and proposed continued attractive dividend of CHF 3.00 per share
Zürcher Kantonalbank once again achieves very pleasing consolidated profit – the canton and municipalities participate with a record-high CHF 581 million
The canton and municipalities participate in the profit of Zürcher Kantonalbank with a record amount of CHF 581 million