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Wealth and Asset Management

05/16/2025

ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland

The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model.

05/16/2025

The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo

This decision represents a further step in the merger process.

05/16/2025

From dancing to banking: The value of diverse skills

Dancing is a tough profession in which you can never rest on your laurels

05/16/2025

Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth

As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.

05/16/2025

UK ‘golden visa’ plans too little, too late, say wealth managers

The UK government is currently weighing a visa scheme that would grant residency to individuals who commit substantial capital to high-growth sectors such as life sciences, artificial intelligence, and renewable energy.

05/16/2025

Sarasin & Partners unveils risk-rated multi-asset suite

The team believe this flexibility will be increasingly beneficial in a rapidly changing global economic environment.

05/15/2025

New SJP boss James Rainbow scoops £2m share award after giving up Schroders deal

Chief executive of SJP Wealth Management will have to stick with the firm for three years to collect over 200,000 vesting shares

05/15/2025

Private banking in a fragmented world: insights from Xavier Bonna, Managing Partner at Lombard Odier

In a world increasingly defined by fragmentation and volatility, the role of private banking has never been more critical – or more complex.

05/15/2025

LGT recognised at the PWM Wealth Tech Awards 2025

These accolades highlight LGT’s innovative strength and its ongoing commitment to digitalisation and artificial intelligence.

05/15/2025

Standard Chartered and Plan International UK renew partnership to tackle youth unemployment in Asia

Funded by Standard Chartered Foundation, the partnership aims to empower thousands of young women and people with disabilities to secure decent jobs and strengthen youth economic empowerment across Asia

05/15/2025

Rothschild & Co expands Wealth Management offering in Luxembourg

This strategic move is part of Rothschild & Co's ongoing commitment to providing first class Private Banking services to its clients across Europe.

05/15/2025

Deutsche Bank signs distribution deal with Coller Capital

Deutsche wealth clients across EMEA and Asia will gain access to the secondaries fund.

05/15/2025

Pictet Technologies opens a new financial tech hub in Lisbon

This new hub will contribute to Pictet's ongoing digital transformation, leveraging Portugal's vibrant talent pool and strategic location for advanced software services.

05/15/2025

Wealth Management Models Shift as Families Reevaluate Office Structures

With dedicated staff and resources, SFOs provide bespoke solutions tailored to the family’s specific needs.

05/15/2025

Wealth managers’ top income picks from every market outside the UK

Although the UK is a rich hunting ground for dividend-paying stocks, wealth managers have also found a wide range of international equity strategies for clients who want to receive regular income payouts.

05/15/2025

Quilter’s WealthSelect MPS smashes £20bn barrier

Responsible and sustainable portfolios now have combined AUM of £1bn after just three years

05/15/2025

HSBC to Trim Jobs in France

This is equivalent to approximately 10 percent of its workforce in the country.

05/15/2025

Aviva wealth division sees 15% drop in net flows for Q1

The provider attributed the drop in flows due to the outflow of assets of a large workplace scheme which had switched to another provider.

05/14/2025

The fee structure that helped NetWealth reach £1bn

The Bonham-Carter backed wealth firm attributes it's 'Network' feature as a core part of its success.

05/14/2025

Fiducia Advisers Named Among UK’s Top Rated Financial Planners for 2025 Introduction Title

Its Top Rated Guide is published annually and includes only advisers who have achieved exceptional client ratings based on transparency, service, and quality of advice.

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Investec further strengthens its Asset Finance capability in the Channel Islands

12-03-2025

RiskConcile acquires B4Finance

12-04-2025

Budget ‘not as bad as feared’ but advisers warn of long-term uncertainty

12-03-2025

Qivalis, joint venture of a European banking consortium, to launch euro stablecoin in the second half of 2026

12-03-2025

Glenbrook Announces Rebrand of Investment Team to Glenbrook Private Clients

12-04-2025

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

12-05-2025

Intergenerational Wealth: The challenges of passing wealth between generations

12-03-2025

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

Half of wealthy individuals don’t keep written record of financial gifts

12-10-2025

Accenture wins £180m FNZ deal; buys stake in business

12-10-2025

The Pensions Regulator probes barriers to investment in private markets

12-10-2025

Empire Global Finance appoints new head of private clients

12-10-2025

William Blair Investment Management Named a 2025 Best Place to Work

12-10-2025

Hedwig Ulmer Busenhart joins FINMA's management team

12-10-2025

EFG – Why 2026 Could Reshape Global Investment Priorities

12-10-2025

Farrer & Co sponsors the Tech Innovator Award at the Tide everywoman Entrepreneur Awards 2025

12-10-2025

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