Chris Battifarano is now the CIO at United Bank after a decade as the top gatekeeper for FineMark National Bank & Trust.

Serial RIA minority investor Wealth Partners Capital Group is in the exploratory phase of dealmaking in the UK and has a ...

Allianz Global Investors is strengthening its European equity business with two high-profile hires. Daniel Ceccarelli will join AllianzGI as CIO, equity Europe, in December while Christoph Ohme will ...

Which fund management groups pay the most? Citywire has the answer, thanks to analysis of remuneration paid to over 16,000 staff.

With two million customers and £23bn in assets under administration Brian Byrnes explains how Moneybox is scaling its advice ...

Partner Bilal Jusufi gets to the heart of the independent asset manager’s quantitative strategy and independent approach.

The wealth firm has established the provision pot to cover potential client compensation and administrative costs.

True Potential has cut the provision for its redress review into direct offer transfers by £38.1m, reducing the total estimated cost to £53.5m. Last July the FCA appointed a skilled person to oversee ...

The syndicated loan deal means the $111bn RIA is now being tracked by major credit agencies like Moody's, which has given the company a credit rating of B.

British wealth and asset manager Rathbones has been granted a financial licence allowing it to operate in Ireland and the European Union, as the firm looks to extend its reach across the bloc.

Infrastructure giant Macquarie has launched a European long term investment fund (Eltif) version of one of its existing evergreen strategies. The Eltif will feed into the same underlying assets as the ...

Citywire Asia's Independent Wealth Power Players 2026 report revealed the region's external asset managers' top custodian ...