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UBS tech chief says Credit Suisse integration is on track after test run

Ermotti said in May that any delay to the IT integration would hit the Swiss banking giant's promised cost savings.

Liontrust blames outflows on Budget 'speculation and uncertainty'

For the three months to September 30, net outflows were £1.1bn, a slight drop from the £1.6bn recorded in the same period in 2023.

Brooks Macdonald to acquire Lift for £45m

Lift is headquartered in Greater Manchester, with offices in London and Edinburgh.

Clarion Wealth Planning announces management buyout

Now, the management team will acquire a majority stake in Clarion, while Walker will remain i the firm for at least five more years.

Russell Investments launches evergreen private credit fund

The investment firm has set up a multi-manager solution and is targeting 8% net annualised returns.

Van Lanschot Kempen partners with Collective Action to strengthen impact proposition

The partnership will strengthen Van Lanschot Kempen’s advisory services

Titan Wealth Group announces the creation of Titan Settlement & Custody

The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services

Sustainability Award | Digital Accessibility: A Step Towards More Inclusion

For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.

Redefining wealth management: How family offices can lead the charge in responsible investing

Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.

BOS sees rising ‘non-dom’ flows from UK to Singapore

Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.

Northern Trust AM to Grow Fixed Income in EMEA

As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.

Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m

As at 31 December 2023, assets under advice were c. £1.6bn

UK financial planner Clarion WP bought by management team after nearly 40 years

Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice

Alpian launches wealth management mandate from CHF 2,000

The new offering has an annual fee of 0.75% and includes the option for personal advice.

JPMorgan to Base Group of Private Bankers in New Munich Office

JPMorgan has long been expanding its operations in the country

Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices

The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.

Cazenove Capital buys £1.5bn London family office

Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.

Global Wealth Management Group GSB partners with London-based Mumble Forum

Partnership will aim to empower financial health of the women networking club’s members

HSBC AM launches equal weight S&P 500 tracker

The launch follows increased demand for equal weight solutions

Santander Reorganizes Leadership Roles at Wealth Management Unit

Appointments are part of the changes done by new division head

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