Business & Development
-

FundCalibre: Four elite-rated EM managers following in the footsteps of Mark Mobius
Last month, the financial services industry sadly lost one if its most influential figures, Mark Mobius. Mark spent over three decades managing…
-

Advisers recognised for client experience as VouchedFor announces 2026 winners
VouchedFor has revealed the winners of its 2026 Client Experience Awards, recognising the advisers and firms delivering the highest standards of client…
-

Reassured launches industry-first AI enabled non-disclosure risk identification solution to tackle industry challenge and enhance customer outcomes in protection
Reassured, the UKโs largest life insurance broker, has announced the development of their innovative non-disclosure risk identification solution, SAINT.AI. This industry-first solution…
-

Rathbones named Wealth Manager of the Year
Rathbones has been named Wealth Manager of the Year at the prestigious City AM awards. The award, presented at a ceremony on…
-

Advies strengthens London presence with acquisition of St Andrews Financial
Advies, the London-based financial advisory firm and partner in theย Saltus Partnership Programme, has acquired St Andrews Financial, a boutique independent advice firm…
-

Wealth Club boosts private markets platform with more funds and managers
Wealth Club, the UKโs leading non-advised investment service for high-net-worth individuals, today announces a period of rapid expansion for its private markets…
-

M&Gย Investmentsย appoints Lee Tindell as Asset Management Chief Information and Technology Officerย
M&Gย Investments announces the appointment of Lee Tindell as Asset Management Chief Information and Technology Officer. Lee joinedย onย 5 Mayย and willย leadย technologyย changeย acrossย M&G Investments, focusingย on engineering…
-

Loyal North strengthens executive team
Loyal North, the UK nationwide wealth platform, today announced two senior appointments to support the next phase of its growth strategy. Patrick…
-

Wealth Club appoints Alan Durrant as Chair of Investment Committee for its Managed Portfolio Service
Wealth Club announces the appointment of Alan Durrant as Chair of the Investment Committee for its Managed Portfolio Service, as the business…
-

HSBC Asset Management appoints co-head of quantitative equity strategies
HSBC Asset Management has appointedย Srilatha Singh as Co-Head of Quantitativeย Equityย Strategies, effective 16 April 2026. Based in London, she will report to Guillaumeย Rabault,…

Wealth DFM Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
Wealth DFM Talk Podcast – listen to the latest episode










