P1 Investment Services unveils all-in-one client advisor portal
The P1 Wealth Pilot was created to tackle the massive problem of siloed data sitting across multiple adviser systems.
Wealth and Asset Management
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Wealth management platform Prosper raises £4m
The round was led by Fuel Ventures, who invested £2m, with participation from a number of existing shareholders.
Wealth Partners Capital Group and HGGC Establish Strategic Partnership with The Wealth Alliance
Investment will position New York-based RIA with capital and expertise to expand presence
Private Fund Giants Gain Traction With Europe’s Wealthy Families
EU approvals of new-style evergreen funds tripled last year
Oak Group leaders recognised with industry honours
Stuart Dowding, Group Head of Private Client, was named one of the 2025 eprivateclient 50 Most Influential.
Brooks Macdonald announces the commencement of a share buyback programme
The shares will be purchased in the open market and cancelled to reduce the Company's share capital.
Putting cash to work should remain a strategic priority for investors
Government and investment grade bonds, diversified fixed income exposure, and equity income strategies can all play a role in sustaining portfolio income.
Foresight acquires WHEB Asset Management
Deal will add almost £800m to the group’s AUM
Brown Advisory Colleagues Making a Difference in Austin
Each year we recognize colleagues who are leaders in our client-first and team-centric approach through our annual promotions of partners and principals.
LPL Financial Welcomes Bruen Wealth Management
The Bruens reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS.
Objectway supports Baader Bank to propel its 'Road to Future' program
By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.
Barclays scores sport partnership becoming the principal partner of Lord's Cricket Ground
The new partnership with the Home of Cricket joins football and tennis in Barclays’ commitment to professional and grassroots sport