7IM has combined its Private Client business with Amicus Wealth to launch a new firm, Amicus Wealth Management
From risk to global opportunity—EMD is no longer a niche—it's a cornerstone for investors seeking diversification and resilience.
The Financial Conduct Authority (FCA) has opened its authorisation gateway for targeted support, with firms now able to apply for permission to provide recommendations under the new regime
Private banking and wealth management firm J. Safra Sarasin has completed the acquisition of a majority stake in fintech bank Saxo Bank
Financial planning and wealth management firm Suttons Independent Financial Advisers (IFA) has acquired Wilmslow-based KSP Financial for an undisclosed sum
Quilter Financial Planning has added a further six appointed representative (AP) firms to its advice network
High net worth individuals (HNWI) are reshaping investment priorities as the global wealth landscape undergoes a structural shift, a report from Dubai International Finance Centre (DIFC) has stated
Rathbones has reported growth in its profit and funds under management and administration (FUMA) following the completion of the integration of Investec Wealth & Investment (IW&I)
Concerns have been raised over high net worth (HNW) property insurance, with many premium homes being insured for more than necessary, according to new research
A ‘growing trust deficit' is shaping the experience of holding significant wealth in the UK as confidence in the durability of the tax framework has weakened, a report from BDO UK has argued
The Financial Conduct Authority’s (FCA) targeted support regime could represent one of the most significant engagement shifts in pensions since the introduction of auto-enrolment (AE), according to the Association of British Insurers (ABI)
The number of advice professionals already using artificial intelligence (AI) as part of their business has increased from 29 per cent to 60 per cent in the last year, The Lang Cat has revealed
Charles Stanley has made two investment manager appointments in its Investment Management Services team
Brooks Macdonald has announced that Brooks Financial chief executive, Mike Holden, is stepping down
Gresham House Ventures has appointed Jens Düing as head of portfolio, private equity
The Openwork Partnership has announced the appointment of Rob Barker as its chief executive officer
Sarasin & Partners has appointed Tom Vernon as head of its Private Clients team
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