7IM reports platform assets gross inflows exceed £1bn
Net flows, over the same period, were the third highest ever reported by the business.
Wealth and Asset Management
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Lumin Wealth expands with RBS Associates mortgage acquisition
RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.
Morningstar UK Fund Awards 2025: The Winners Revealed
From 15 fund categories there could only be five winners - and only one overall best asset manager.
Northern Trust Asset Management Receives 2025 LSEG Lipper Fund Award for Best Equity Large Fund Group
Based on Lipper's quantitative, proprietary methodology, the awards reflect an independent assessment of performance over a three-year period.
Three UBS Financial Advisors in Arizona named to Forbes Top Women Wealth Advisors Best-in-State list
Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank advisors.
JP Morgan AM and BOCHK tie up for high dividend share classes
The income share classes on two JP Morgan Asset Management funds will be exclusively available to Bank of China Hong Kong customers.
Waverton celebrates double victory at the 2025 PAM Awards
Waverton was also shortlisted in two more performance categories for our Growth Portfolios and Total Wealth Planning - HNW.
The National Bank Eases Further
After that, most observers expected another small rate cut to follow in March.
Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.
11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium
Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.
Quilter WealthSelect reduces government bond exposure following successful ad hoc rebalance
With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.