7IM outflows drop 21% amid record platform sales
The firm said gross sales exceeded £1bn for only the second time, helping push total advised assets under management up 18% quarter-on-quarter to £17.4bn.
Wealth and Asset Management
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AFH adds £750m AUM with acquisition of Herts Planner
The Avidity team will integrate with AFH immediately, rather than becoming a subsidiary of the Bromsgrove-based wealth management firm.
Q3 2025 update: net inflows and supportive markets lift AUM to new high
Schroders Capital recorded strong net inflows in private debt and credit alternatives.
HSBC to review retail banking business in Egypt
The review is part of HSBC Group’s ongoing simplification globally.
Coutts assets rise as markets boost wealth managers
NatWest’s bank for the rich has grown assets above £50bn as wealth firms benefit from booming investment performance
Private banks failing to deliver on AI promises
As technology fast becomes a commodity, orchestration is emerging as the hidden component of a successful business model
Global Finance Names The World’s Best Private Banks 2026
Global Finance’s editorial board selected the winners for the Private Bank Awards with input from executives and industry insiders.
Goodbye, tax havens? OECD and EU tightening on new tax rules.
The era when simply opening an account in a “restricted” country was enough to avoid national taxes is over.
Q3 2025 NatWest Group Results
A summary of NatWest Group’s Q3 2025 results.
Affinity Private Wealth partners with Optifi to enhance digital operations
“Affinity’s reputation for values-led client service sets a high bar.
Barclays plays down £20bn exposure to private credit industry
CEO says bank has ‘right controls’ in place despite warnings about industry from IMF and Bank of England
Ashton Thomas Private Wealth Opens New Office in San Francisco
Now with a permanent office location, the team provides bespoke advice to discerning clients enhanced by Ashton Thomas’ suite of industry-leading tax and wealth solutions, including access to state-of-the-art technology, thought leadership and new p