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Wealth and Asset Management

08/13/2025

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

08/13/2025

Quilter retains signatory status to the UK Stewardship Code

The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.

08/13/2025

Swiss National Bank publishes banknote designs

In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.

08/12/2025

Metro Bank co-founder targets super-rich with new family offices bank

The bank, to be domiciled in Jersey, plans to sign up 2,000 of the world’s wealthiest clients within five years, including more than 500 family offices, and reach a $10 billion balance sheet by 2030.

08/12/2025

Backing Britain’s entrepreneurs: our UK CEO, Mark Goddard, on the next generation of wealth creators

The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.

08/12/2025

UBP private markets deputy head exits for Apollo

Gaetan Aversano joins the alternatives asset management giant in Zurich.

08/12/2025

Utmost Wealth Solutions: HY 2025 Trading Update

Utmost Wealth Solutions records £5.3bn in gross inflows, grows AUA to £107.1bn and extends its market leading position in HY 2025

08/12/2025

Tatton, Inflexion and Hogarth back new consolidator with £115m

The new advice consolidator has already completed its first acquisition – Absolute Financial Management, based in Kent

08/12/2025

UBS Slips After Shareholder Sells $621 Million Stake

The price was a 1.4% discount to the bank’s closing price of 31.91 Swiss francs on Monday.

08/11/2025

BlackRock and Vanguard lead US ‘super league’ dominating Europe

Regional expansion by group of US-based asset managers far outstrips local sector’s growth

08/11/2025

HSBC Adds UK Office Space in Canary Wharf

According to a separate memo, the British lender said that it will move staff into the new office from early 2027

08/11/2025

Revenues and profits grow at private equity-backed wealth management group

The company provides advice and services to the mass affluent and high-net-worth private client market in the UK, as well as to a number of companies.

08/11/2025

Rathbones James Kyle: A copy of WM 2017 magazine sits in my drawer

Citywire Wealth Manager headed to Newcastle and heard how an old issue of our magazine is providing inspiration for new Rathbones regional director James Kyle.

08/08/2025

Banque Havilland Monaco rebrands as Moncrief Private Bank after acquisition

The deal, approved by regulators in Monaco and France, brings new leadership but promises no disruption to client services.

08/08/2025

Julius Baer: Sustainable Finance, Net Zero & Clean Energy

Beyond its role in managing hundreds of billions in assets, Julius Baer has also set an ambitious climate agenda, anchored in sustainability, energy transition and net zero goals.

08/08/2025

Evelyn Partners' Index MPS Range Celebrates Three-Year Anniversary with Strong Performance

The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits of active asset allocation with index-tracking funds to help cost-conscious investors navigate the markets

08/08/2025

Family office deal-making slides with some bright spots in Europe

Rattled by tariff uncertainty, some family offices have been investing more overseas, especially in European startups.

08/07/2025

Generali Group Consolidated Results as at 30 June 2025

We will build on this momentum, pursuing excellence in being a Lifetime Partner to our customers

08/07/2025

GAM Holding AG announces first half 2025 results

GAM reported an IFRS net loss after tax of CHF 40.7 million, which includes CHF 6.3m of reorganisation and other charges, and an underlying loss before tax of CHF 34.1 million.

08/07/2025

Objectway accelerates its growth path through an investment from Cinven in partnership with its founder Luigi Marciano and the existing management team

The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.

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Benelux family offices growing in number and becoming increasingly professional, new study shows

11-28-2025

Bahrain and the Middle East funds industry: the next frontier for UK and European investors?

11-28-2025

Swiss wealth tax proposal to test public appetite for redistribution

11-28-2025

DWS, Deutsche Bank and Doha-based family office launch €1bn German mandate

11-28-2025

Pension credit applications fall as backlog stabilises

11-28-2025

Simplifying the firm experience: RegData access now through My FCA

11-28-2025

Goldman Sachs to double staff in Birmingham

11-28-2025

Only a fifth of advisers have developed clear profiles for their target clients – latest research suggests those without may be limiting their growth opportunities

12-03-2025

CIO Lens: Bubbles, brooding and balance

12-05-2025

Winners of the 10th Annual Private Banking Awards Switzerland announced

12-05-2025

Bridging the Gap: Aligning Insurance Portfolios with Sustainable Outcomes

12-05-2025

The ETF Revolution: ETFs and the Next Chapter for Ireland

12-05-2025

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12-05-2025

Scottish–Indian spirits brand bolsters ranks to fuel global expansion

12-05-2025

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PS26/25 – Discontinuing SS20/15: Supervising building societies’ treasury and lending activities

12-05-2025

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