Wealth and Asset Management Archives - Page 145 of 1492

Wealth and Asset Management

Rothschild & Co’s Swiss Wealth Management business wins two WealthBriefing Swiss Awards 2026 for best HNW Team and UHNW Team for International Clients

February 9, 2026

Rothschild & Co’s Swiss Wealth Management business has won two categories at this year's WealthBriefing Swiss Awards.

Wealth and Asset Management

Schroders and Apollo to deliver next generation investment solutions in ambitious multi-channel partnership

February 9, 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

Wealth and Asset Management

NatWest Group announces the acquisition of Evelyn Partners and a £750m share buyback

February 9, 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”).

Wealth and Asset Management

Coutts welcomes Evelyn Partners

February 9, 2026

Together, we will be the UK’s leading private banking and wealth management business

Wealth and Asset Management

Permira and Warburg Pincus agree to sell Evelyn Partners to NatWest

February 9, 2026

Under the Permira fund’s majority ownership, assets under management increased from ~£5 billion to £69 billion.

Wealth and Asset Management

UBS Announces New Class of Managing Directors

February 9, 2026

Our Managing Directors exemplify and uphold our strong culture grounded in our three keys to success.

Wealth and Asset Management

Söderberg & Partners expands into UK family office and HNW space with significant investment in Artorius Wealth Management

February 9, 2026

Artorius is recognised for its fresh thinking and agile, modern approach to wealth management.

Wealth and Asset Management

Former Newcastle Falcons and Scottish international player on how he went from rugby to wealth management

February 9, 2026

The director later put himself through his Independent Financial Adviser (IFA) exams, qualifying while he was still playing.

Wealth and Asset Management

Reshaping wealth management in unexpected ways

February 6, 2026

Banks have long talked about AI as a major catalyst for transformation of wealth management, but the results are surprising some commentators

Wealth and Asset Management

WTW says it's ready for more UK wealth tie-ups after Atomos success

February 6, 2026

Ben Leach discusses ambitions to expand the group's presence in UK wealth management and even become a household name.

Wealth and Asset Management

Pinnacle targets wealth advisers with UK acquisition

February 6, 2026

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.

Wealth and Asset Management

14 William Blair Women Wealth Advisors Named Best-in-State by Forbes

February 6, 2026

The rankings are based on data from top-performing women advisors nationwide, evaluating several factors including assets under management, industry experience, and compliance records.

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