| Date | Title | Description |
| 17.09.2026 | Aldermore’s sale interest shows banks are over motor finance | Lloyds, Nationwide and Investec are all tipped to be circling Aldemore as its South African over prepares a sale. Samuel Norman takes a look at the runners and riders and what it could do for the market.
Has the banking industry finally mov... |
| 18.08.2026 | UK’s largest wealth firms tighten their hold on the market | The ten largest wealth firms in the UK have expanded their grip on the market, serving nearly the entirety of the country’s client base.
The firms served up to 89 per cent of the discretionary client base in the previous tax year, according... |
| 10.08.2026 | Cavendish taps top adviser to fend off foreign takeover interest | Cavendish has drafted in advisers from a top corporate consultancy to help it fend off low-ball takeover bids amid a wave of consolidation in Britain’s financial services sector.
Top brass at the boutique investment bank enlisted the help o... |
| 31.07.2026 | Natwest hikes targets again after jump in profit | Natwest has upgraded its income targets for a second quarter running as the bank posted better than expected profit and dished out a bumper dividend to investors.
The blue-chip lender reported a 20 per cent jump in pre-tax profit in the fir... |
| 29.07.2026 | ‘You can blame us’: The firm that sparked accountancy private equity gold rush | Blick Rothenberg’s chief executive, Nimesh Shah, told City AM the firm ‘killed’ the traditional partnership model a decade ago, and now stands as the blueprint that every mid-tier accountancy competitor is trying to emulate.
City-based Blic... |
| 20.07.2026 | Holding(s) in Company | Holding(s) in Company
Mon, Jul 20, 2026 19:18 CET Report this content
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BMZR7D19
Issuer Name
ASHOKA WHITEOAK EMERGING MARKETS TRUST PLC
UK or Non-UK Issuer
UK
2... |
| 25.06.2026 | Wealth advisory firm set for £240m sale as bidders circle | Wealth advisory firm Equiom is set for a potential £240m sale in what would be the latest in a wave of dealmaking across the sector, City AM can reveal.
The Isle of Man headquartered firm, which counts family offices and high net worth indi... |
| 22.06.2026 | Holding(s) in Company | Holding(s) in Company
Mon, Jun 22, 2026 18:53 CET Report this content
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BMZR7D19
Issuer Name
ASHOKA WHITEOAK EMERGING MARKETS TRUST PLC
UK or Non-UK Issuer
UK
2... |
| 17.06.2026 | Banks woo the wealthy to ace stable income streams | As the great and the good prepare to gather at Wimbledon, banks are serving up glamorous treatment to woo the wealthy. In this week’s column Samuel Norman looks at the players looking to call game, set, match.
If you want the Centre Court t... |
| 12.06.2026 | Barclays pays £180m for loss-making UK fintech Gohenry | Barclays has snapped up the UK arm of money management app Gohenry in a bid to “turbocharge” its ambitions for youth banking and the mass affluent market.
The blue-chip lender revealed on Friday it had bought the fintech firm from its paren... |
| 01.06.2026 | Private equity-backed Ryan triumphs in bidding for European tax adviser Svalner Atlas | Private equity-based US accountancy firm Ryan has reportedly agreed to acquire European tax adviser Svalner Atlas Advisors in a deal reportedly worth $400m.
Headquartered in Texas and with a presence in London, Ryan specialises in tax servi... |
| 29.05.2026 | Private equity boom slows down as the deal bar rises for City firms | Private equity interest in professional services remains, but the era of easy deals is over as most attractive targets have already been acquired, and investors are now more selective, writes Maria Ward-Brennan.
The bubble around private eq... |
| 20.05.2026 | The Square Mile gets its fourth City Minister – could it soon get its fifth? | Four City minsters later, in this week’s column Samuel Norman takes a look at the blow to the Square Mile from the latest reshuffle. Also on the agenda: Revolut’s plans for the high net worth faces off with ambitions of incumbents.
“Look fo... |
| 14.05.2026 | Revolut bags watchdog approval to beef up UK wealth offering | Revolut has received the regulatory green light to bulk up its wealth management offering, marking one of its first major expansions in the UK after bagging its banking licence.
The $75bn juggernaut’s trading arm has secured a Variation of ... |
| 08.04.2026 | Business services platform SILA raises $100M from Permira | Real-estate focused business services platform SILA has raised $100 million from global private equity firm Permira.
The investment will support SILA’s expansion across India as it strengthens its technology capabilities, expands adjacent s... |
| 02.04.2026 | One year on from Trump’s ‘liberation day,’ global investors are rethinking American exceptionalism | A year ago, President Donald Trump unveiled his so-called “liberation day” tariffs.
The policy slapped lofty duties on various trading partners and prompted a major sell-off in international financial markets.
Trump’s tariffs sparked a reas... |
| 30.03.2026 | High street banks push into wealth is no threat, says boutique private bank | One of London’s oldest private banking institutions has sounded off on the influx of the British banking giants looking to grab a slice of the wealth management pie.
Andrew Salmon, the boss of Arbuthnot Latham, told City AM that when big ba... |
| 25.03.2026 | Natwest sells HR advisory arm in latest structure overhaul | Natwest has sold its human resources advisory arm to a private-equity backed rival in the latest deal by the banking giant on the road to streamlining its operations.
The FTSE 100 titan has offloaded Mentor – its small business HR support s... |
| 24.03.2026 | Janus Henderson bidding war heats up as Trian and General Catalyst raises offer | Nelson Peltz’s Trian Fund Management and General Catalyst have upped their cash offer for Janus Henderson, heating up the bidding war with Victory Capital.
Trian and a group of investors led by General Catalyst said on Tuesday they had incr... |
| 19.03.2026 | Asset Management Titans Clash: Janus Henderson Bidding War Heats Up Amidst Industry Reshaping | A fierce bidding war for asset manager Janus Henderson intensifies. Victory Capital presents an increased, higher-valued offer. However, the Janus Henderson board continues to back a rival bid from Trian Fund Management and General Catalyst... |
| 19.03.2026 | AI will not replace auditors’ judgment, says regulator chief | The rise of AI presents a critical moment for the accountancy profession to prove that its “value-add” goes beyond tasks that can be automated, according to the industry’s watchdog boss.
Speaking to City AM, Richard Moriarty, chief executiv... |
| 18.03.2026 | City AM Awards 2026: Meet the Finalists | The City AM Awards are back and this year our finalists are stronger than ever. Our judges now have the task of voting for an overall winner in each category, to be announced at the Guildhall on May 6. And the nominees are….
Greg Jackson CB... |
| 17.03.2026 | Victory Capital raises offer as Janus Henderson bidding war heats up | Victory Capital has increased its offer for rival asset manager Janus Henderson as the bidding war with Trian Fund Management and General Catalyst heats up.
The latest offer from Texas-based Victory Capital comes just days after its previou... |
| 16.03.2026 | Brits fleeing Dubai could trigger ‘surprise’ UK tax bills | British expats returning to the UK from the Middle East over safety concerns as a result of the war in Iran could face “hidden tax costs”.
The British expat population in the UAE is among the largest outside the UK, with estimates of 130,00... |
| 27.02.2026 | ‘Quiet revolution’ – Rathbones shares rise along with CEO’s ambition | FTSE 250 company Rathbones saw its share price soar in early morning trading as it announced it was aspiring to become the “best wealth manager in the UK by far”.
Shares rose 9.05 per cent to 2,410 pence, gaining 24.6 per cent this year to ... |
| 26.02.2026 | How HSBC and Standard Chartered are riding high on Asia’s wealth | London’s banking giants are circling the UK’s wealth management pie. But two other top lenders could be carving out a feast 6,000 miles away.
HSBC and Standard Chartered posted hefty bumps to their wealth divisions, driven by a strategic fo... |
| 23.02.2026 | Schroders chief executive vows to keep Cazenove Capital | Schroders’ chief executive has vowed that the company will retain its wealth management business following its £9.9bn takeover by US fund manager Nuveen.
Richard Oldfield’s pledge comes after days of speculation surrounding the future of th... |
| 19.02.2026 | What does the Schroders acquisition mean for Cazenove Capital? | The City was stunned last Thursday, after one of London’s oldest financial institutions entered a surprise mega deal with an American investment firm.
Schroders announced it had agreed a £9.9bn takeover by Nuveen, ending over two centuries ... |
| 16.02.2026 | Natwest and Lloyds shares lead FTSE 100 rally after bruising week | Natwest led a rally across Britain’s banking giants on Monday morning as lenders patched their wounds after a bruising week on the stock market.
The bank topped the FTSE 100’s risers at the starting bell, gaining over four per cent in early... |
| 13.02.2026 | Natwest hikes dividend after profit hits post-financial crisis high | Natwest laid out plans to splash the cash to shareholders in its full-year earnings report on Friday as the bank’s profit reached its highest since the 2008 financial crisis.
The FTSE 100 banking giant – which returned to private ownership ... |
| 12.02.2026 | NatWest Group Strengthens Wealth Management Arm via Acquisition of Evelyn Partners | NatWest Group has revealed plans to purchase Evelyn Partners, a UK-based wealth management firm, in a deal valued at £2.7 billion on an enterprise basis. This acquisition aims to establish the combined entity as the foremost provider of pri... |
| 11.02.2026 | Natwest Reshapes UK Banking with £2.7 Billion Wealth Acquisition | Natwest made a decisive move. The bank acquired Evelyn Partners for £2.7 billion. This was a substantial investment. It reshapes the UK wealth management landscape. The deal creates the largest bank-owned wealth manager. It expands Natwest’... |
| 10.02.2026 | Британский банк NatWest покупает управляющую активами Evelyn Partners за £2,7 млрд | Штаб-квартира NatWest находится в Эдинбурге. Банк приобретёт Evelyn за £2,7 млрд ($3,7 млрд) с учётом долга, говорится в заявлении, опубликованном в понедельник. Эта сделка станет крупнейшим выходом из инвестиций в сфере wealth management, ... |
| 10.02.2026 | Why Natwest splashed the cash for a slice of the wealth management pie | Natwest has opened its wallet for its biggest deal since the financial crisis, as the bank revives its appetite for acquisitions after the remaining government-owned shares in the business were finally sold.
But after the FTSE 100 firm watc... |
| 09.02.2026 | Natwest shares sink after bank unveils £2.7bn wealth deal | Natwest has beat its banking rivals to snap up wealth manager Evelyn Partners and laid out plans to kick off a new round of shareholder returns.
The FTSE 100 banking giant, which returned to privatisation last year, said it had sealed a £2.... |
| 09.02.2026 | Permira and Warburg Pincus agree to sell Evelyn Partners to NatWest | - |
| 07.02.2026 | NatWest nears £2.5bn Evelyn Partners takeover | NatWest Group is closing in on a £2.5bn takeover of Evelyn Partners, in what would be its biggest corporate acquisition since the bank’s taxpayer bailout in 2008.
NatWest Group is in advanced talks to buy the wealth manager from its private... |
| 04.02.2026 | Barclays and Natwest set for bidding war in race to beef up wealth arms | Barclays and Natwest are set for a bidding war as the banks prepare to make their play to snap up Evelyn Partners amid the race to beef up wealth management arms.
The blue-chip lenders are both gearing up to table offers of over £2bn for th... |
| 03.02.2026 | Non-dom exodus: Top London dealmaker quits UK for Switzerland | One of London’s most successful private equity dealmakers has left the UK for Switzerland, adding to the wave of wealthy individuals quitting Britain in the wake of the government’s crackdown on wealth.
Kurt Bjorklund, the executive chair o... |
| 03.02.2026 | Holding(s) in Company | Holding(s) in Company
Tue, Feb 03, 2026 19:59 CET Report this content
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BMZR7D19
Issuer Name
ASHOKA WHITEOAK EMERGING MARKETS TRUST PLC
UK or Non-UK Issuer
UK
2... |
| 14.01.2026 | ‘Resource nationalism’ could propel gold to $5,000 and silver to $100 this year, investors say | Gold and silver both saw record-smashing rallies last year that market watchers expect will continue into 2026.
One factor driving the upward price movement is “resource nationalism,” according to Evelyn Partners’ Daniel Casali, with the U.... |
| 05.01.2026 | Howden expands US footprint with acquisition of Atlantic Global Risk | Insurance giant Howden has acquired US independent transaction-liability insurance broker Atlantic Global Risk as part of its US expansion.
New York-headquartered Atlantic Group has over 110 people across four key business areas: representa... |
| 29.12.2025 | Holding(s) in Company | Holding(s) in Company
Mon, Dec 29, 2025 10:44 CET Report this content
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BMZR7D19
Issuer Name
ASHOKA WHITEOAK EMERGING MARKETS TRUST PLC
UK or Non-UK Issuer
UK
2... |
| 17.12.2025 | Holding(s) in Company | Holding(s) in Company
Wed, Dec 17, 2025 18:08 CET Report this content
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BMZR7D19
Issuer Name
ASHOKA WHITEOAK EMERGING MARKETS TRUST PLC
UK or Non-UK Issuer
UK
2... |
| 10.12.2025 | Holding(s) in Company | Holding(s) in Company
Wed, Dec 10, 2025 18:45 CET Report this content
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BMZR7D19
Issuer Name
ASHOKA WHITEOAK EMERGING MARKETS TRUST PLC
UK or Non-UK Issuer
UK
2... |
| 27.11.2025 | Thanks to Reeves, our economy is now a 20 mile per hour zone | If, on Wednesday morning, you’d asked me how this entire Budget process could ever get more chaotic and absurd I might have said “I suppose the entire thing could leak, before the Chancellor delivers it.” Then again, I probably wouldn’t hav... |
| 05.11.2025 | UK faces founder exodus in wake of tax hiking Budget | Britain could suffer an exodus of business owners if the Chancellor follows through with rumours of a crackdown on wealth at the upcoming Budget.
A fresh poll of founders has shown that four in 10 UK-based entrepreneurs would weigh up wheth... |
| 30.10.2025 | Business owners still plan staff cuts due to last year’s NICs raid | Nearly half of business owners are still planning to reduce headcounts in response to Chancellor Rachel Reeves’ £25bn tax hike on employers’ national insurance contributions (NICs), a new survey has indicated, pointing to the long-lasting e... |
| 23.10.2025 | RSM UK approves merger with US arm, backing partnership over private equity | Accountancy firm RSM UK has greenlit a merger with its US sister, RSM US, to create a $5bn (£3.75bn) new partnership structure, in the first major transatlantic combination in the accountancy sector.
It was reported last October that both f... |
| 22.10.2025 | S&W reach agreement for acquisition of MC2 Accountants | Professional services group S&W has signalled its ambitions for continued growth in Ireland by reaching an agreement to acquire Cork-based MC2 Accountants.
The deal will see 47 new colleagues, including four partners, join S&W’s Ire... |
| 20.10.2025 | Padel Travel X and Oliver Wyman win at Evelyn Partners Padel Cup | A stellar line-up of City firms including EY, PwC and Clifford Chance, sporting royalty Michael Vaughan and Anthony Watson, and pro players turned out for the inaugural Evelyn Partners Padel Cup last week.
Specialist tourism company Padel T... |
| 16.10.2025 | Limerick's So Hockey buys specialist sporting equipment retailer ED Sports | Limerick-based So Hockey has acquired ED Sports, the family-owned Dublin retail business specialising in high-quality hockey and cricket equipment. Terms of the deal were not disclosed.
Founded by Edward Dwyer, ED Sports operates two stores... |
| 12.10.2025 | Anthony Watson on Red Roses, padel and giving back to sport | Injury may have forced Anthony Watson to cut short his rugby career but he hasn’t kicked all of his sporting activities into touch.
The former British and Irish Lions and England international is working on his golf game, enjoys a hit at hi... |
| 10.10.2025 | Budget rumours spark a surge in client queries for financial advisers | Independent financial advisers have seen a significant uptick in client enquiries in the run up to the Budget, as speculation over tax changes continues to plague Brits.
According to analysis from wealth management firm, Rathbones,90 per ce... |
| 09.10.2025 | What will Rachel Reeves’ budget pay for and where will the money come from? | Rachel Reeves’ November budget is fast approaching, and steep tax rises are once again on the cards. Speaking at Labour conference last month, the Chancellor hinted at tax hikes by warning that she will be forced into “harder choices” by “h... |
| 06.10.2025 | Why Evelyn Partners backed the City’s newest padel tournament | Next week some of the City’s biggest companies will put professional pride on the line in the name of competition – and charity – at the inaugural Evelyn Partners Padel Cup.
The invitation-only tournament will see 16 mixed teams from top Sq... |
| 01.10.2025 | Wealth managers warn against kneejerk reactions to Budget speculation | Investors are being urged not to make any kneejerk pension decisions which could lead to irreversible consequences, as the Budget rumour mill begins to stir up financial worries.
Wealth manager Rathbones has warned that fears over pension t... |
| 05.09.2025 | Savers race to withdraw pension lump sums over tax concerns | UK pension savers rushed to withdraw their tax free cash over the past financial year, as they braced themselves for possible changes to tax rules on retirement funds.
The amount withdrawn from UK pensions in tax-free lump sums rose more th... |
| 01.09.2025 | Why have house prices run out of steam this summer? | The average price of a UK home dipped in August for the fourth time in six months, in a sign that the property market is under real pressure.
The average price of a house in the UK fell to £271,079, down 0.1 per cent from the month before –... |
| 29.08.2025 | Assets at Evelyn Partners hit a record high amid tax raid speculation | Evelyn Partners has maintained its run of strong inflows, as speculation about pension changes drives customers to seek wealth management advice.
The wealth management firm generated £3.7bn of gross inflows in the first half of the year, a ... |
| 19.08.2025 | S&W agrees first acquisition since launch with deal for Beechwood Partners | Professional services group S&W has agreed to acquire Beechwood Partners, a Dublin-based company that provides accountancy and tax advisory services.
Beechwood's 35 staff and partners will join S&W Ireland, which currently employs m... |
| 06.08.2025 | Starmer refuses to rule out tax rises – and criticises forecasters | The Prime Minister has refused to comment on whether he will break Labour’s manifesto pledges on taxes at this year’s Autumn Budget as he slapped down independent forecasters’ claims the government faced a £50bn black hole.
The National Ins... |
| 21.07.2025 | Private equity boom: Nearly 9 in 10 accountancy firms approached last year | The interest in UK accountancy firms from private equity houses has risen to an all-time high as fresh data revealed the appetite for “a major injection of funds” on both sides.
Nearly half (46 per cent) of accounting firms are open to priv... |
| 13.07.2025 | Cash Isa limits set to be left untouched at next week’s Mansion House speech | Cash Isas will be left untouched at next week’s Mansion House speech, in a move that has been welcomed by savings experts.
Speculation had been mounting that plans to cut the annual tax-free cash Isa allowance could be announced in Chancell... |
| 09.07.2025 | Hall Chadwick adds three new partners in Australia and abroad | Accounting and advisory firm Hall Chadwick has promoted Martin Sabanos and Nick Wollinski to partner in Sydney and Melbourne, while Yin Lee recently came on board as a partner in London.
Martin Sabanos has been with Hall Chadwick since 2021... |
| 06.07.2025 | Hospitality jobs slump as Reeves’ National Insurance hike bites | The UK hospitality industry has shed 69,000 jobs since chancellor Rachel Reeves’s rise in employers’ national insurance contributions took effect – a stark reversal from the 18,000 roles created in the same period last year under the previo... |
| 26.06.2025 | Private equity circles the legal market, but not all firms are viable for investment boost | It is no surprise that law firms have become a new target of interest for private equity firms. The legal sector is a significant moneymaker, expected to grow to £51.9bn by 2025.
Private equity firms are drawn to businesses that have strong... |
| 11.06.2025 | What changes to the pension salary sacrifice scheme could mean for you? | A new report from HMRC has raised concerns around changes to the pension salary sacrifice scheme.
A report on workplace pensions by HMRC has fuelled speculation around changes to salary sacrifice schemes.
The report looked into employers’ b... |
| 15.04.2025 | All eyes on MHA as accountancy firm set to ring London Stock Exchange bell | Accountancy firm MHA is bucking the trend of professional services opting for private equity investment as its £269m initial public offering (IPO) goes live this morning.
The UK arm of Baker Tilly International will launch on London’s junio... |
| 27.03.2025 | Morrisons' Shake-Up: A Supermarket Giant in Transition | Morrisons, a staple in the UK grocery landscape, is undergoing a significant transformation. The supermarket chain has announced plans to cut 365 jobs and close over 50 cafes as part of a sweeping business review. This decision is not just ... |
| 27.03.2025 | Evoke's Financial Storm: A Cautionary Tale for Investors | Evoke is in turbulent waters. The company, which owns William Hill, recently reported a staggering loss of £191.4 million for the year. This figure is nearly three times the loss from 2023. The storm clouds are gathering, and investors are ... |
| 26.03.2025 | Spring Statement 2025: Businesses cautious on growth, expect further tax hikes | Rachel Reeves may have ended her Spring Statement upbeat on long-term prospects after an upgrade from the Office of Budget Responsibility, but businesses don’t seem to be buying it.
The Chancellor announced that the OBR had upgraded growth ... |
| 26.03.2025 | Spring Statement 2025: Markets ‘shrug off’ speech as gilt sales revised lower | The Debt Management Office (DMO) said it was planning £299bn of gilt sales in 2025 to 2026, slightly below the £302bn initially expected despite the government’s borrowing plans.
However, this still marked the most extensive package since t... |
| 05.02.2025 | Futures Institute Launches Compassion in Financial Services Hub | The Edinburgh Futures Institute (EFI) has announced the launch of a new Compassion in Financial Services Hub, in the hope of shaping a more inclusive, sustainable financial system.
The initiative will bring together those already working in... |
| 27.12.2024 | Holding(s) in Company | Holding(s) in Company
Fri, Dec 27, 2024 11:53 CET Report this content
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BMZR7D19
Issuer Name
ASHOKA WHITEOAK EMERGING MARKETS TRUST PLC
UK or Non-UK Issuer
UK
2... |
| 24.11.2024 | Private equity firm snaps up Evelyn Partners accounting arm for £700m | - |
| 20.11.2024 | The Digital Battlefield: Flexion's Rise Amidst Regulatory Shifts and Piracy Tactics | In the fast-paced world of mobile gaming, Flexion Mobile Plc is carving out a niche. The company’s recent Q3 report reveals a 20% revenue increase, reaching GBP 17.8 million. Gross profit surged by 54%, showcasing a robust business model. Y... |
| 20.11.2024 | Q3 Report - 30 September 2024 | Q3 Report - 30 September 2024
Wed, Nov 20, 2024 08:00 CET Report this content
Flexion continues to grow in Q3 supported by strong performance in Audiencly. Revenue is up 20% and gross profit jumps by 54%
July-September 2024 performance
Tota... |
| 17.10.2024 | Holding(s) in Company | Holding(s) in Company
Thu, Oct 17, 2024 13:03 CET Report this content
TR-1: Standard form for notification of major holdings
1. Issuer Details
ISIN
GB00BMZR7D19
Issuer Name
ASHOKA WHITEOAK EMERGING MARKETS TRUST PLC
UK or Non-UK Issuer
UK
2... |
| 21.08.2024 | Q2 Report – 30 June 2024 | Q2 Report – 30 June 2024
Wed, Aug 21, 2024 08:00 CET Report this content
Flexion continues to grow. Revenue is up 14% and Gross Profit jumps 51% in the second quarter.
April-June 2024 performance
Total revenue increased by 14% to GBP 17.7m ... |
| 16.01.2024 | Soho’s beloved House of St Barnabas set for permanent closure with pandemic and ceiling collapse blamed | The House of St Barnabas, a members’ club and charity based on Soho Square, will be permanently closed according to an email sent to members today. |
