wealth management

Evelyn Partners sells fund solutions business to focus on wealth management

Companies

Evelyn Partners sells fund solutions business to focus on wealth management

75 staff to move over to Thesis

clock 01 July 2025 • 1 min read
Artemis' Gent on how active houses can succeed in an evolving marketplace and strategies for growth

Industry

Artemis' Gent on how active houses can succeed in an evolving marketplace and strategies for growth

Time of rapid evolution for the wealth and intermediary sector

clock 26 June 2025 • 7 min read
Mercer to take over Fundhouse and strengthen UK wealth management presence

Wealth Management

Mercer to take over Fundhouse and strengthen UK wealth management presence

Rory Maguire to remain as CEO and CIO

clock 09 June 2025 • 1 min read
The Big Interview: Apollo's Hanno on why private market semi-liquid structure is a 'game-changer' for wealth

Alternatives

The Big Interview: Apollo's Hanno on why private market semi-liquid structure is a 'game-changer' for wealth

Broadening access to private markets

clock 19 May 2025 • 8 min read
7IM promotes two to executive committee in growth drive

People moves

7IM promotes two to executive committee in growth drive

Roles will help push ahead transformation plans

clock 14 May 2025 • 2 min read
Evelyn Partners sells ACD business to Thesis

Companies

Evelyn Partners sells ACD business to Thesis

Following strategic review

clock 27 January 2025 • 2 min read
M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

Asset Managers

M&G sues Royal London for £27m over client access to 'inappropriately risky investments'- reports

Over Ascentric purchase

clock 23 December 2024 • 2 min read
McInroy & Wood hires former Fidelity fund manager Leigh Himsworth

People moves

McInroy & Wood hires former Fidelity fund manager Leigh Himsworth

Leigh Himsworth joins

clock 25 October 2024 • 2 min read
Lombard Odier poaches Mark Goddard from UBS for UK CEO role

People moves

Lombard Odier poaches Mark Goddard from UBS for UK CEO role

After over 19 years with UBS

clock 22 October 2024 • 1 min read
Barclays appoints ex-Coutts asset management chief as head of UK wealth and private bank

People moves

Barclays appoints ex-Coutts asset management chief as head of UK wealth and private bank

Mo Syed joins

clock 08 October 2024 • 1 min read
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