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Wealth and Asset Management

05/30/2025

Blackrock Switzerland CEO Dirk Klee: “Europe must deliver now”

This uncertainty presents us with an opportunity to underscore our role as a reliable local partner with a global presence while simultaneously identifying new investment opportunities.

05/30/2025

UK wealth market tops £1.1tn on outsourcing boost

New business also played a major role, as more financial advisers opted to outsource investment management.

05/30/2025

Channel Island winners of Citywealth Magic Circle Awards 2025 announced

BBC News presenter Rich Preston hosted the evening and funds were raised for Magic Breakfast – a charity that delivers free breakfasts every morning to underprivileged school children.

05/30/2025

Global Single Family Office Market Tops $4.67 Trillion, Sets Sights on Public and Private Equity

With Intelligence Single Family Office Asset Pools 2025 Report Delivers Comprehensive Analysis of Investing Trends Across More Than 3,000 Family Offices

05/30/2025

Fidelius merges with TJP to accelerate UK growth strategy

The combined business will include 50 advisers and generate annual revenues of more than £30m.

05/29/2025

Evelyn Partners Becomes Official Wealth Management Partner of Saracens Rugby Club

Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome

05/29/2025

UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald

The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management

05/29/2025

IK Partners stakes Irish wealth management boutique

PE firm aims to help bankroll Dublin-based Kestrel Capital's expansion plans.

05/29/2025

Mattioli Woods to merge with Kingswood to create £25bn group

The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.

05/29/2025

Hoxton Wealth secures over £1M in tax refunds for clients

Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.

05/29/2025

Swiss Banking Between Confidence and Self-Reassurance

Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.

05/29/2025

UBS Global Family Office Report 2025 published: All eyes on the global trade war

The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.

05/29/2025

HSBC reportedly cuts analyst positions in restructuring effort

This decision also involves the termination of Steven Major, the global head of fixed income research.

05/29/2025

JTC Group in Guernsey Named Best Fund Administrator in Global Awards

The JTC Group has had an office in on the Island since 2011

05/29/2025

Market volatility, economic uncertainty not stopping HNW wealth transfer

Most (59%) respondents say they are bearish on their market outlook but around half of these also feel confident that they have the right plan

05/28/2025

SIX Recognized at Global Custodian Awards 2025

SIX has been strengthening its European custody operations

05/28/2025

Saffery Trust finalist in Private Client Awards

Nominated in the Private Client Trust Company category, the firm has already won this award twice before.

05/27/2025

NatWest Gets Ready for Life After UK Government Ownership

Seventeen years after its bailout, the British bank is preparing for a new era

05/27/2025

Natixis to merge two affiliates, forming $40bn thematics boutique

Natixis plans to merge affiliates Mirova and Thematics AM by the end of the year.

05/27/2025

Nedbank Private Wealth Named One of The Sunday Times UK Best Places to Work 2025

Nedbank Private Wealth, with its Jersey office in St Helier, provides expert wealth management services to Channel Island residents and high-net-worth clients across the world, is the only private bank to rank on The Sunday Times UK 115 ‘Big Best Pl

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Standard Life offers attractive returns for shareholders after Aegon deal, says UBS

04-20-2026

GBST deploys agentic AI to automate complex wealth administration processes

04-14-2026

Cold store specialist Iceline Yorkshire Ltd joins Nordic Climate Group’s growing UK organisation

04-14-2026

Men in UK financial services earn £40,000 more than female colleagues

04-14-2026

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

04-14-2026

Scotland-based financial planning company acquired by acquisitive wealth management firm

04-14-2026

WealthArc launches AI Agent to turn alternative data and documents into AI-ready investment data

04-15-2026

Revolut’s UK banking licence unlikely to disrupt incumbents, Citi says

04-16-2026

Building Resilience in Private Wealth Structures: a Long-term Perspective

04-21-2026

CMB Monaco completes strategic technology transformation with Deloitte Luxembourg

04-21-2026

Zurich UK launches Private Client Service for UHNW clients

04-21-2026

Change of Nominated Adviser and Board Changes

04-21-2026

L&G names Nigel Drury as Asset Management Chief Risk Officer

04-21-2026

Wellcome Trust Pension Plan appoints L&G for fiduciary management mandates

04-21-2026

19 Farrer & Co solicitors featured on the Pro Bono Recognition List 2026

04-21-2026

Join the Financial Services Consumer Panel – vacancies now open

04-21-2026

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