Swiss bank and wealth manager UBS has completed its £2.5bn takeover of troubled rival Credit Suisse to create a wealth management giant with approximately £3.8bn of invested assets.
Read more ...Rathbones/Investec Wealth merger moves closer
- Monday, 05 June 2023
- Articles

The Financial Conduct Authority has approved the prospectus and shareholder circular of the deal between wealth manager Rathbones and Investec Wealth & Investment, which was first announced in April.
Read more ...Assets fall by 12% at JM Finn
- Thursday, 25 May 2023
- Articles

Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).
Read more ...Irwin Mitchell acquires Leeds wealth manager
- Thursday, 06 April 2023
- Articles

Legal and financial services provider Irwin Mitchell has acquired Leeds-based wealth manager Andrews Gwynne LLP.
Read more ...FCA orders wealth manager to halt trading as arrest made
- Thursday, 06 April 2023
- Articles

The FCA has ordered Newcastle-based wealth manager WealthTek Limited Liability Partnership to cease all regulated activities following the discovery of regulatory and operational issues.
Read more ...UBS to acquire troubled Credit Suisse
- Monday, 20 March 2023
- Articles

Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.
Read more ...Quilter AUMA fell 11% in 2022
- Wednesday, 08 March 2023
- Articles

Assets under management and administration (AUMA) at wealth manager Quilter fell 11% during 2022 to £99.6bn, from £111.8bn in 2021.
Read more ...St James’s Place profits jump 41%
- Tuesday, 28 February 2023
- Articles

Wealth manager St James’s Place has posted a record pre-tax profit for 2022 of £405.4m, up 41% from £287.6m in 2021.
Read more ...IHT is top concern of HNW clients
- Wednesday, 15 February 2023
- Articles

The biggest concern of high net worth clients is planning for Inheritance Tax, according to new research from RBC Wealth Management.
Read more ...Swedish wealth manager enters UK market
- Tuesday, 14 February 2023
- Articles

Swedish wealth manager Söderberg & Partners has revealed plans to enter the UK adviser market.
Read more ...