March 4, 2026

Wealth Management

Wealth Management

How one entrepreneur’s experience as a wealth management client inspired him to launch his own firm

By his mid-20s, Ritik Malhotra needed a crash course in financial planning. He had built and sold two tech companies—Streem, which was acquired in 2014, and Elph, which he exited in 2019—and he had a windfall on his hands. “I went from being a broke college dropout to having a life-changing amount of money,” Malhotra

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Wealth Management

Raymond James Adds $1 Billion In Client Assets With Arrival Of Three Winnipeg Wealth Teams – Raymond James Finl (NYSE:RJF)

Raymond James Financial, Inc. (NYSE: RJF) shares are trading relatively flat on Friday in the premarket session. The diversified financial services firm is expanding its footprint in Canada with the addition of three established Winnipeg-based wealth management teams. The move brings more than $1 billion in client assets to the firm, signaling a commitment to

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Wealth Management

Lewis Hamilton: Ferrari driver provides update on his dog Roscoe’s health after withdrawing from F1 tyre test | F1 News

Lewis Hamilton withdrew from driving in a Pirelli tyre test on Friday to continue to be with his beloved dog Roscoe, who is in a coma. Hamilton had been due to join Ferrari team-mate Charles Leclerc in 2026 tyre running at Mugello on Friday. Zhou Guanyu, the team’s reserve driver, stood in for him at

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Wealth Management

Number of investment firms to fall by 20% in five years as consolidation continues

The company’s 2025 global wealth and asset management report with Morgan Stanley, titled Thinning The Herd: The Race For Relevance Fueling M&A, predicted over 1,500 “significant” transactions involving asset and wealth managers in the next five years. Record transactions in terms of AUM were seen in 2024 on the back of high-profile mergers and bumper

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Wealth Management

Brits living fewer years in good health as FOUR major risk factors revealed

A damning new Age UK report concludes that worsening NHS and social care over the last decade has created ‘gaps in healthy life expectancy which shame us as a nation’ Healthy life expectancy has gone into reverse(Image: Getty Images) We are living fewer years in good health according to a damning report into our aging

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Wealth Management

Raymond James acquires adviser teams from Richardson Wealth with $1-billion in assets

Financial-services giant Raymond James Ltd. has boosted its wealth-management division after acquiring three investment adviser teams from RF Capital Group Inc. RCG-T that oversee more than $1-billion in client assets. Raymond James announced Thursday it acquired three Winnipeg-based teams known as Martin Wealth Management, Miles Wealth Management Group and Ruban Stark Wealth Partners, just months

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Wealth Management

Hoxton Wealth announces two senior hires from Titan and SJP

International independent financial adviser Hoxton Wealth has appointed Katherine Rabaiotti as director of compliance and Jamie McNish as regional director for London. Rabaiotti joins Hoxton from Titan Wealth where she held the position of director of compliance, while McNish has moved over from St James’s Place (SJP). Rabaiotti, who has also held positions at Fairstone

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Wealth Management

HSBC appoints Victor Matarranz as Head of International Wealth & Premier Banking for Americas & Europe

HSBC announced the appointment of Victor Matarranz as Head of International Wealth and Premier Banking (IWPB), Americas and Europe, effective 1 October 2025. Victor will be responsible for expanding HSBC’s wealth businesses across these regions, including in the US, Mexico, Channel Islands, and Isle of Man, and unlocking new opportunities in key global corridors. Victor

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Wealth Management

Tax Management Market Global Forecast Report 2025-2030

Company Logo Key growth drivers in the tax management market include the demand for agile tax infrastructure supporting global operations and AI’s role in enhancing tax accuracy. E-invoicing mandates accelerate modernization of legacy systems. The indirect tax segment, driven by VAT, GST, and sales tax compliance, is set to grow rapidly. Large enterprises hold the

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Wealth Management

Mid Wales Wealth Planning Business’ Growth Ambitions Backed by Investment Fund for Wales

Personal Asset Management Wealth LtdKellie Griffiths ( Office Manager ) Ian Cadwallader ( Director ), Martin Thomas ( Shareholder ), Mike Evans ( Director ) , Rachel Morgan, ( Admin Assistant ) A personal financial planning business which has advised households for more than 20 years is looking to future growth following a £100,000 investment

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