M and A
26 October 2023

Progeny To Acquire Carbon Financial Partners

Acquiring the firm will add £600 million ($729.7 million) to Progeny’s AuM and strenthen its...

Strategy
26 October 2023

OPINION OF THE WEEK: Artificial Intelligence – Racing Up The Mountain Without A Harness

Ensuring the safe and controlled use of AI systems is crucial, the author of this article writes. ...

Philanthropy
26 October 2023

UK's Brooks Macdonald Flexes Pedal Power

The event is an example of how wealth managers embrace sports and charity as a way of connecting...

New Products
25 October 2023

Firms Combine To Launch Private Wealth Offering

The businesses, which cover alternative assets, technology and private equity, have joined forces...

Real Estate
25 October 2023

St James's Place Suspends Property Fund

The suspension is a proactive measure to protect the interests of clients, the wealth management...

Strategy
25 October 2023

Equities Down But Safe-Haven Inflows "Half-Hearted" So Far – Kingswood

Rupert Thompson, chief economist at UK-based wealth manager Kingswood, discusses upcoming market...

Financial Results
25 October 2023

Barclays Reports Slip In Q3 Attributable Profit; Income Rises

The UK-headquartered group, which provides private banking within its offerings, reported quarterly...

M and A
25 October 2023

Liberate Wealth Launches With First Acquisition

The UK wealth manager says it wants to offer advice firms an alternative to the consolidators...

Alt Investments
24 October 2023

What’s New In Investments, Funds? – WisdomTree, Nutmeg

The latest news in investment offerings, financial products and other services relative to wealth...

Tax
24 October 2023

Impose Global Minimum Tax On Rich People – European Group

The proposals designed, so their authors say, to thwart evasion and forms of avoidance, raise...