Shackleton buys IM Asset Management from Irwin Mitchell
IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.
Wealth and Asset Management
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LGT Crestone completes transition of CBA’s advice arm
It was first announced last November that LGT Crestone had signed an agreement to acquire Commonwealth Bank of Australia’s (CBA) personal advice business, Commonwealth Private Advice.
In a world of uncertainty, diversification is key to managing HNI wealth
Whether through balancing asset classes, going global, exposure to alternatives, or hedging, diversification offers the twin benefits of capital preservation and long-term wealth generation.
Hightower Makes Strategic Investment in Smith Anglin
Smith Anglin marks the second strategic investment for Hightower in 2025.
Enhancing education through technology
Education is a fundamental human right and can be a powerful tool for breaking the poverty cycle, reducing inequalities, building more peaceful sustainable societies, and fostering longer-term economic growth through supporting innovation.
RBC goes to UBS again, snags $1.6B team: Advisor Moves
Their departure comes several months after UBS executives predicted that changes in the firm's compensation policies
Market volatility, economic uncertainty not stopping HNW wealth transfer
Long-term gifting plans remain as wealthy clients stay focused.
Fidelius merges with TJP to accelerate UK growth strategy
The combined business will include 50 advisers and generate annual revenues of more than £30m.
Channel Island winners of Citywealth Magic Circle Awards 2025 announced
BBC News presenter Rich Preston hosted the evening and funds were raised for Magic Breakfast – a charity that delivers free breakfasts every morning to underprivileged school children.
UK wealth market tops £1.1tn on outsourcing boost
New business also played a major role, as more financial advisers opted to outsource investment management.
Blackrock Switzerland CEO Dirk Klee: “Europe must deliver now”
This uncertainty presents us with an opportunity to underscore our role as a reliable local partner with a global presence while simultaneously identifying new investment opportunities.
Focus Partners Wealth Expands with First External Acquisition Since Rebrand
Welcomes Churchill Management Group, Marking Milestone in Growth and Client-Centric Vision