06/30/2025
Fairstone reaches 100th DBO milestone with Halifax IFA
The model enables advisers to offload compliance and back-office burdens while retaining control and focusing on growth.
Wealth and Asset Management
06/30/2025
London VC head moves to Geneva as private wealth adviser
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
06/30/2025
BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
UBS Group Retains Outperform Rating at RBC Despite TBTF Regulatory Concerns
While acknowledging that it will “take time to have full visibility” on the situation
06/30/2025
UBS to start new share repurchase program
UBS will communicate its 2026 capital return ambitions with its fourth quarter and full-year 2025 financial results early next year.
06/27/2025
Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range
The Financial Conduct Authority (FCA) introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
06/27/2025
The Royal Mint launches new Britannia ‘secure’ gold bars
SWP clients now have priority access to these highly anticipated bars
06/27/2025
Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
06/27/2025
Brown Advisory to buy London-based Marylebone Partners
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
06/26/2025
Strong recognition for IQ-EQ talent in 2025 Citywealth Brand & Marketing Awards
The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.
06/26/2025
The Great Wealth Flight: Millionaires Relocate in Record Numbers
Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.
06/26/2025
New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.
06/26/2025
The merger of Gonet & Cie SA and ONE swiss bank SA is effective
The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.
06/26/2025
High-Net-Worth Families Around the World Are Accelerating the Transfer of Wealth to Their Heirs
The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages
06/26/2025
Quintet pioneers private markets portfolio integration
Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform
06/26/2025
Spotlight on small businesses and high net worth individuals as HMRC mind the gap
The statistics show that the overall tax gap is estimated at 5.3% of total theoretical tax liabilities, equating to £46.8 billion.
06/26/2025
Van Lanschot Kempen creates bespoke private markets portfolio
This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.
06/26/2025
HIGHVERN in the running for STEP Trust Company of the Year
The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.
06/25/2025
Weatherbys head of financial planning achieves rare double
There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.
06/25/2025
Wealth transfer requires steep rise in investor knowledge
These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.