As a big investor in evergreen funds, UBS Global Wealth Management is looking to allow clients to sell stakes in open-ended funds to each other to provide an additional exit route.

Between raising three daughters, trail running and co-founding a new FSP, the Fivestones Wealth Management director knows ...

Tatton attributed its ‘lower than anticipated’ net flows to consolidators moving assets to their own investment propositions.

The leader of the Edinburgh firm’s ‘Great British Growth Strategy’ says shares in the UK’s largest wealth manager are undervalued.

The hire will focus on State Street strengthening local leadership as competition intensifies to capture opportunities created the rapidly growing asset management industry.

The £121bn wealth manager has contacted affected clients and mandated staff training following the incident last week.

International equities are gaining traction as investors look beyond US markets for value and growth opportunities.

Growing demand from Gulf investors for international active, passive and alternative investment strategies is prompting asset managers to expand teams.

The 11 new entries to Citywire’s Global Elite Companies index include three companies at the centre of the AI selloff.

The £1.9bn Blue Whale Growth fund is among the funds worst hit by the stock market selloff sparked by the US midterm elections. Citywire AA-rated Stephen Yiu’s fund slumped 11.6% on Friday as his big ...

Sam Wright has launched Westpeak Wealth through Benchmark's Best Practice network six months after leaving Rathbones.

Co-CEO Scott Nuttall said that while many firms will learn from the challenges this year, some will disappear.