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.

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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.

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Total funds under management and administration fell 12% in 2022 to £10.3bn for wealth manager JM Finn (2021: £11.7bn).

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Legal and financial services provider Irwin Mitchell has acquired Leeds-based wealth manager Andrews Gwynne LLP.

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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.

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Swiss bank and wealth manager UBS is to acquire its troubled rival Credit Suisse in an “emergency rescue” deal worth £2.5bn.

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Wednesday, 08 March 2023
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Assets under management and administration (AUMA) at wealth manager Quilter fell 11% during 2022 to £99.6bn, from £111.8bn in 2021.

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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.

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Wednesday, 15 February 2023
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The biggest concern of high net worth clients is planning for Inheritance Tax, according to new research from RBC Wealth Management.

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

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