Product & Service providers

Global digital private equity platform Moonfare has grown its assets under management (AUM) by nearly 50 percent to €2.5 billion in the 12 months ending March 2023.

Blackfinch Asset Management has launched a tailored portfolio service (TPS), aiming to offer more attractive and flexible investment solutions for financial advisers.

With Earth Day 2023 coming up this weekend (22/04/2023), thewealthnet took a look into the trends that have shaped the sustainability landscape in wealth management over the past year.

UK law firm Irwin Mitchell’s wealth management arm – Irwin Mitchell (IM) Asset Management – has partnered with technology firm Third Financial for a further six years. 

Following an investigation by the FCA, Link Fund Solutions (LFS), a subsidiary of Link Group, has agreed to provide a redress payment to investors in the LF Woodford Equity Income Fund (WEIF) of up to approximately £235 million.

A roundup of the latest funds news impacting the wealth management sector...

Swiss-UK fintech services provider Kashet has successfully raised CHF 6.2 million in funding to support its expansion and growth.

A roundup of the latest funds news impacting the wealth management sector...

A roundup of the latest funds news impacting the wealth management sector...

Independent financial adviser Ascot Lloyd has launched Ascot Lloyd Platform, a digital platform for clients and advisers to get a consolidated, real-time view of their account holdings, key information and latest documentation.