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GAM announces 2024 full year results

Strong progress in implementing turnaround strategy. GAM continues to target profitability in fiscal year 2026.

Vontobel launches European Equity Income Plus fund

The high-conviction strategy will target dividends and options as dual income sources.

UBS London wealth advisors lured by ex-Goldman Sachs guy

UBS’s people are not just setting up their own firms and going to Lombard Odier, they are also joining Julius Baer.

UBS and SuMi Trust joint venture to acquire Credit Suisse wealth management business in Japan

The JV will absorb Credit Suisse’s Japanese advisor base and wealth management assets.

Quilter expands footprint in Northern Ireland adding newly launched PHW Wealth Partners to its advice network

The team brings extensive expertise in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.

London & Capital and Waverton Investment Management unite as W1M as the firm pursues ambitious growth beyond £21 billion AUM milestone

The firm has now set itself the target of expanding its market share and becoming the preeminent wealth and investment manager for high net worth and ultra-high net worth clients, charities and institutions.

2025 Wealth Industry Survey: The eve of disruption

Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.

Baloise in Switzerland successfully expands insurbanking in the 2024 financial year

The combined ratio fell by 6.7 percentage points thanks to an improved claims environment.

Proxy advisory firm ISS opposes Julius Baer board pay package

ISS said it objected to the compensation for the board, which is due to be reduced to eight from nine members, being increased in order give the chairman more.

HSBC to back Chinese companies in their global expansion plans, CEO Elhedery says

With continued investment, China is poised to lead the future of technology-driven, resilient, and sustainable supply chains, Elhedery says

TISE reports record turnover, profit & EPS for 2024

The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.

Generali Asset Management’s Edoardo Del Bosco to speak at FundsTech Forum 2025

He also serves as vice president of the digital committee at Assogestioni, Italy’s asset management association, where he contributes to shaping the industry’s digital evolution.

DWS and Deutsche Bank launch private credit cooperation

The partnership is agreed with Deutsche Bank as DWS seeks to accelerate growth in its alternatives franchise.

Alpen Partners is one of Citywire Switzerland’s TOP 50 Independent Asset Managers 2025

Being included in this prestigious ranking highlights our expertise in navigating complex global markets while always putting our clients’ needs first.

The ex-LGT Wealth duo trying to disrupt wealth management

Fintech wealth firm Cadro, set up by former LGT Wealth partners Nataša Williams and Jordan Buck, aims to overturn transparency problems within wealth management.

Waverton celebrates double victory at the 2025 PAM Awards

Waverton was also shortlisted in two more performance categories for our Growth Portfolios and Total Wealth Planning - HNW.

Northern Trust Asset Management Receives 2025 LSEG Lipper Fund Award for Best Equity Large Fund Group

Based on Lipper's quantitative, proprietary methodology, the awards reflect an independent assessment of performance over a three-year period.

Morningstar UK Fund Awards 2025: The Winners Revealed

From 15 fund categories there could only be five winners - and only one overall best asset manager.

Lumin Wealth expands with RBS Associates mortgage acquisition

RBS Associates partner Mark Spurling, who brings over 30 years of mortgage industry experience, will join Lumin Wealth along with administrator Amy Spurling and personal assistant Sally Jarvis.

7IM reports platform assets gross inflows exceed £1bn

Net flows, over the same period, were the third highest ever reported by the business.

Wealth and Asset Management