Wealth and Asset Management Archives - Page 262 of 1530

NuWealth rebrands to Quilter Invest

October 2, 2025

As Quilter Invest, the platform is designed to support clients in the earlier stages of their investment journey, while also offering a proposition to advisers who have clients who may not be ready for full financial advice.

Wealth and Asset Management

Nature is Precious And Expensive: Potential And Limitations of Private Finance

October 2, 2025

Switzerland faces a multibillion challenge, writes Erol Bilecen, Head of Sustainable Finance at the Swiss Bankers Association.

Wealth and Asset Management

Wealth managers warn against kneejerk reactions to Budget speculation

October 2, 2025

Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.

Wealth and Asset Management

Lloyds and Schroders to end UK wealth joint venture, FT reports

October 2, 2025

Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.

Wealth and Asset Management

Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end

October 2, 2025

At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).

Wealth and Asset Management

World Ultra Wealth Report 2025

October 1, 2025

The World Ultra Wealth Report 2025 provides a unique and comprehensive analysis of the global ultra high net worth (UHNW) population.

Wealth and Asset Management

Fairstone acquires Norfolk advice firm Allen Tomas & Co

October 1, 2025

The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.

Wealth and Asset Management

Brookfield Wealth Solutions Signs First Reinsurance Agreement in Japan with Dai-ichi Frontier Life

October 1, 2025

This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.