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Wealth and Asset Management

04/08/2025

Invesco eyes £275m price tag for software provider Intelliflo

Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.

04/07/2025

Sophie Kennedy: ‘Becoming CEO of a wealth manager at 33 didn’t faze me’

The co-CEO of EQ Investors has weathered Trump and the ESG backlash.

04/07/2025

Julius Baer further streamlines its organisation to reinforce focus on clients and sustainable growth

With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.

04/07/2025

Private bank Bergos announces family office solutions unit

Bergos Crossroad will also be available to customers who do not use Bergos for private banking.

04/04/2025

OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK

Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.

04/04/2025

Indosuez Wealth Management plans to acquire Banque Thaler

With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.

04/04/2025

Pictet promises smarter stock picks with new AI hedge fund

The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.

04/04/2025

Eric Sturdza AM secures Finma licence

ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.

04/03/2025

LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025

This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.

04/03/2025

Quilter Cheviot Europe launches three new funds

The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.

04/02/2025

Arbuthnot Latham named Private Bank of the Year at the 2025 COLWMAs

We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs

04/02/2025

Cazenove Capital named as ‘The UK’s Best Wealth Manager’ in the Euromoney Private Banking Awards 2025

We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.

04/02/2025

Titan Wealth strengthens pensions offering with acquisition of Workplace Advice Group

Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.

04/02/2025

Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI

Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button

04/02/2025

Mirabaud and AltamarCAM Partners launch an evergreen semi-liquid private equity strategy

The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021

04/01/2025

Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel

Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.

04/01/2025

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

04/01/2025

For the first time, EUROMONEY rewards a Swiss independent wealth manager: NOVUM CAPITAL PARTNERS

Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.

04/01/2025

Fairstone targets £40bn AUM as it reaches £20bn milestone

Enhancements to its DBO model are designed to dovetail with its new 5-year strategy

04/01/2025

ROYC and BCG: Capturing Wealth Management’s $3 Trillion Private Market Opportunity

Taken together, investor demand, product innovation and regulatory change should lead to continued growth.

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Barclays and NatWest to table rival bids for £2bn wealth manager Evelyn

02-05-2026

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02-05-2026

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02-05-2026

Utmost Wealth: How Luxembourg’s framework empowers international wealth structuring

02-11-2026

BoD - 6M Results for period ended 31/12/25 approved

02-11-2026

Evelyn Partners ‘will not become Coutts’ following NatWest takeover

02-11-2026

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02-11-2026

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02-11-2026

ABN AMRO posts net profit of EUR 410 million in Q4 2025

02-12-2026

New Wealth Manager Opens its Doors in Geneva

02-12-2026

AJ Bell Investcentre onshore bond link will provide advisers with more comprehensive tax and estate planning capabilities

02-12-2026

Deutsche Bank Private Bank expands sports financing footprint

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Global financial services CEOs upbeat on revenue, profitability and productivity growth in 2026, as ROI in AI exceeds expectations

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IFGL appoints chief people and culture officer

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