Tax fears may be dominating client meetings, but 80% of delegates are sitting tight until final policies are announced.
The FCA's Rusu called on providers to help consumers understand the risks of turning to LLMs for financial advice.
Cazenove Capital has appointed a new head of its Bristol hub following the exit of Robert Nye, Citywire has learned. Portfolio manager Rhys Twomey (pictured) takes charge of the wealth firm’s South ...
Citywire understands the asset manager is on a roadshow across Europe to gauge interest in a Ucits version of its Public BDC Income fund.
We unveil the winning firms for the 2026 iteration of the Citywire Investment Performance Awards, held in association with ...
Advice firm Penguin Wealth has partnered with the Development Bank of Wales to fund acquisitions without squeezing its ...
John Morton, CEO of Söderberg & Partners-backed advice firm Vintage Wealth Management, currently has around 45% of its £2bn of assets under advice in its own DFM. ‘I’m comfortable if it gets up to 50% ...
The activist investor and Devon Equity Management's Richard Pavry were appointed as non-executives directors of the winding down trust.
A former senior Maerki Baumann banker has resurfaced at ZKB, Citywire can reveal. Roger Arnet was confirmed by ZKB to have joined the cantonal bank last month as a relationship manager in the private ...
The business, Aligned Wealth, was co-founded by Patrick Dwyer, with Nick Raffone as president and chief financial officer.
The four wirehouses added a combined 10 new interval and tender offer funds to their platforms in Q3, a 12% increase from the previous quarter, according to a new report. Bank of America Merrill Lynch ...
Watch: Infrastructure experts discuss how to invest in the energy rush for AI infrastructure and the importance of managing ...