Wealth Management Financial News

05.12 / 15:43

Investment Wealth managers Wealth Management multi-asset Investment Week launches inaugural Leaders List 2025 for fund selectors and wealth managers

We are pleased to be recognising the achievements of investment leaders including influential fund selectors, researchers, CIOs, multi-asset and wealth managers who can demonstrate impact at their firms and across the UK investment industry.

01.03 / 11:54

Wealth Management spot bitcoin bitcoin etfs BofA's Merrill offering spot bitcoin ETFs to clients, source says

Merrill Lynch has been offering spot bitcoin exchange-traded funds to eligible wealth management clients, a source familiar with the matter said on Thursday, highlighting the growing popularity of the asset class. The ETFs have been available to clients for weeks, the source told Reuters, coming on the heels of the Securities and Exchange Commission's (SEC) landmark approval of such investment vehicles in January.

24.01 / 17:19

Wealth managers People moves Alternatives Business roles Wealth Management private markets Moonfare head of UK and Ireland departs for private markets rival

Cotton joins from Moonfare, where he served as head of UK and Ireland, and helped establish the firm's UK subsidiary.

19.12 / 18:48

financial conduct authority Wealth Management Quilter Consumer Duty MPs Profiles Defaqto unveils Consumer Duty profiles for top 20 model portfolios

The profiles, now available in Defaqto’s Engage and Centra software tools, are designed to help financial advisers meet their regulatory needs as part of the Financial Conduct Authority’s Consumer Duty.

11.12 / 11:23

People moves Wealth Management portfolio management Mirabaud expands UK wealth team with hire of portfolio management head

Jonathan Unwin (pictured) has joined the firm after eight years as deputy head of asset management at Luxembourg-based private bank Banque Havilland.

06.12 / 14:59

Investment Regulations Wealth Management Minister for investment Johnson: 'We want to work with wealth sector to mould regulations effectively'

Dominic Johnson (pictured), minister of investment

17.11 / 09:54

Blockchain industry jp morgan Alternatives Wealth Management KKR tokenisation JP Morgan and Apollo unveil tokenisation project to expand access to private assets

This proof of concept, developed in collaboration with WisdomTree, is one of several industry pilots that are taking place under Project Guardian.

09.11 / 17:11

regulation Latin America Federal Reserve Money laundering Wall Street Journal Wealth Management Morgan Stanley's wealth management arm under scrutiny by Federal Reserve - reports

Morgan Stanley's headquarters in New York.

06.11 / 16:03

M&A companies Wealth Management US private equity firm becomes controlling shareholder of Titan Wealth

Andrew Fearon, joint CEO and head of M&A at Titan, said the deal supports the firm’s overall acquisition strategy, describing the transaction as 'instrumental' for its future growth plans as a business.

31.10 / 17:01

Wealth managers ESG Wealth Management greenwashing ESG ratings ESG still a 'minefield' for wary wealth managers

Advisers told the researchers recommending funds based on misleading claims puts their business at risk.

17.10 / 08:13

companies FCA Wealth Management Consumer Duty assessment of value St James's Place place regulatory St James's Place overhauls fee structure after regulatory pressure

Andrew Croft (pictured) is the outgoing CEO at St James's Place.

31.08 / 07:57

UBS banking companies Results Credit Suisse Wealth Management UBS posts record bank profit following Credit Suisse acquisition

“Our analysis clearly shows that full integration is the best outcome for UBS, our stakeholders and the Swiss economy,” said UBS group CEO Sergio Ermotti.

07.08 / 11:47

UBS People moves Wealth Management expansion Mirabaud hires wealth manager duo from UBS for UK expansion

Liam Jones (left) and Joe Knight (right) recently joined Mirabaud from UBS.

27.07 / 15:17

UK companies schroders Wealth Management H1 2023 Schroders attracts £5.7bn net inflows in H1 as 'strategic rebalancing' proves fruitful

Peter Harrison (pictured) is the CEO of Schroders.

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