This is how UK wealth managers should be preparing for 2030
PODCAST: Alistair Shipp, Capco’s wealth management lead, says upskilling will be critical as firms gear up for the wealth landscape of 2030.
Wealth and Asset Management
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Where’s the Money: why Korea’s US$2 trillion private wealth is flowing from Seoul to Silicon Valley
In the Where’s the Money series, we speak with industry experts about the trends and ideas impacting Asia’s wealth and financial markets
Barclays tipped to bid for Evelyn Partners – report
Royal Bank of Canada, Lloyds and NatWest are also in the frame to bid for the private equity-owned wealth manager by Wednesday this week.
Amati Global Investors secures its independence with a buyout of Mattioli Woods
Reflecting the ongoing evolution of these funds, Amati is pleased to announce the appointment of Georges Lequime, fund manager on the Strategic Metals Fund and Mikhail Zverev, fund manager on the Global Innovation Fund, to the Amati Board.
The $124 trillion Great Wealth Transfer is intensifying as inheritance jumps to a new record, with one 19-year-old reaping the rewards
That includes 15 members of two “German pharmaceutical families,” with the youngest just 19 years old and the oldest at 94.
Barclays considers bid for UK wealth manager Evelyn Partners – report
Other financial institutions, including NatWest Group, Lloyds, and Royal Bank of Canada, have also shown interest in acquiring Evelyn.
Brooks Macdonald Announces Partnership with BAFTA
Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.
Labuan IBFC: Asia’s Gateway for International Business and Financial Solutions
Now in its thirty-fifth year, Labuan IBFC has developed into one of Asia’s most established financial jurisdictions, offering a full suite of conventional, digital, and Shariah-compliant solutions.
Brooks Macdonald enhances client proposition through new Lombard lending partnership with Firenze
This can help access funds for a variety of goals — from property purchases and intergenerational gifting to tax planning and short-term liquidity.
Moneybox partners with Amundi to bolster its wealth proposition
Moneybox partners with Amundi to bolster its wealth proposition with launch of three low-cost investment funds for pension customers
Motley Fool Wealth Management to join Apollon in 2026 deal
Client services will be broadened under the new partnership
ING reports outcome of 2025 EU-wide transparency exercise
The annual transparency exercise is based solely on COREP/FINREP data on the form and scope to assure a sufficient and appropriate level of information to market participants.