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Wealth and Asset Management

04/15/2025

Schroders appointed by Scottish Friendly to run £2.1 billion multi-asset and insurance mandate

The mandate reinforces Schroders’ position as an insurance asset management leader and expert in delivering actively managed and tailored investment solutions.

04/15/2025

Tatton net flows increase by £3.7bn as board chair retires

This increase to £1.855 bn in H2, an average of £309m per month.

04/14/2025

TrinityBridge announces opening of new Guildford Office

This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base

04/14/2025

Asset Management Pioneer Poised for Its Next Growth Leap

In this context, an asset manager with more than 20 years of experience is well-positioned to play a pioneering role.

04/14/2025

Benchmark completes takeover of advice network Oculus Wealth Management

The Schroders-owned firm has controlled £4bn network Oculus since December 2022.

04/14/2025

Julius Baer Guernsey wins big seven years in a row

This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.

04/14/2025

AAB Wealth enters London market with Magus Wealth deal

The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.

04/11/2025

Maerki Baumann Grows Profit and Assets Across the Board

In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.

04/11/2025

SJP CIO says Polaris showing 'resilience' as funds face toughest test

Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.

04/11/2025

WealthBriefing award for RBC Wealth Management Jersey team

The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.

04/11/2025

UBS Charts Bold Course: Balancing Leadership, Regulation and Rewards

Chairman Colm Kelleher defended the bank’s pay structure in his remarks.

04/11/2025

France’s Amundi launches four US-focused ETFs for Hong Kong’s MPF

Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.

04/10/2025

Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region

Hoxton Wealth’s Birmingham office opens with a team of five, and Bobby has ambitious growth plans for the region this year.

04/10/2025

Bergos Launches Independent Family Office Advisory Unit, Bergos Crossroad

While operating on the Bergos platform, Crossroad will function independently and is open to clients beyond the bank’s private banking relationships.

04/10/2025

Pictet Takes the Crown from UBS Asset Management

Swiss players like Mirabaud and BCV improve their standing, while others lose ground.

04/10/2025

Banque Heritage confirms its growth strategy with solid results

The Group increased its assets under management by 19%, further consolidating its positive trajectory.

04/10/2025

Can team leaders survive the private banking shake-up?

As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.

04/10/2025

Who are wealth management’s Rising Stars?

Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list

04/09/2025

Quilter’s seven principles of investing through volatile times

This is completely natural given the uncertainty of what is happening and what could come next.

04/09/2025

U.K.’s wealth exodus has only just begun, as the effects of dismantling its multi-billion dollar non-dom tax regime kick in

While it’s unclear exactly what prompted the move, changes in the non-dom structure could have played a role

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Catella and Pictet Alternative Advisors launch a joint venture to expand their development activities in Copenhagen

03-05-2026

Dame Carolyn Fairbairn to be appointed chair of HSBC UK Bank plc

03-05-2026

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03-05-2026

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03-05-2026

Nomura appoints sustainable equities head

03-06-2026

Track to the Future with Lansdowne Partners’ Hamilton: ‘The tide could be turning towards real assets’

03-06-2026

Söderberg & Partners invests in three UK advice firms

03-06-2026

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03-06-2026

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03-10-2026

SEB Private Equity becomes new owner partner of Multisoft Group

03-10-2026

Targeted Support may help firms address the advice gap

03-10-2026

Nomura AM hires CTI’s sustainable equity fund manager

03-10-2026

Industry veteran launches new advice firm

03-10-2026

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