Third Financial was acquired by Nucleus in June 2024 from its previous owner, private equity firm Grafton Capital. It uses what is known as ‘model B’ offering, which means it effectively offers wealth ...

Former CEO of advice consolidator IWP Austen Robilliard joins Heart of Wealth to discuss ABN Amro Investment Solutions’ ...

Citywire’s Global Elite index surged 2.7% this week as a revived tech and AI rally outperformed flat broader markets, even as ...

Yet he faced a ‘total surprise’ when he realised the size of the local currency emerging market debt markets, Lopes Abreu ...

Abby Hay spent three years with Aegon UK, where she led the fund selection process for global equities, Japanese equities and ...

Franco Polloni of EFG, Urs Monstein of VP Bank and Marianne Wildi of Hypothekarbank Lenzburg discuss AI adoption at the ...

The two firms will build on their 18-year partnership by jointly creating end-to-end wealth solutions, from onboarding to ...

ARK Invest has tokenized its Venture Fund through Securitize, making the closed-end interval fund available on Ethereum for eligible investors.

AllianceBernstein has announced the retirement of CEO Seth Bernstein, who will leave the firm on March 31, 2027. He will be replaced by Onur Erzan. Bernstein lead the firm for nearly a decade and will ...

As AI giant Anthropic launches a Claude platform for advisers in the US, four UK advisers say what the move could mean for the future of advice.

UK wealth leaders highlight the potential opportunity for firms that do hire and develop more female staff, although there is no 'quick fix'.

Citywire understands evergreen funds from Ares, Apollo and HarbourVest will be made available to clients on an advisory basis, in addition to KKR strategies.