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Wealth and Asset Management

03/17/2025

Fairway Group sees eight team members secure Management Development Accreditation

The accreditation is recognised by The Institute of Leadership and Management (ILM).

03/17/2025

Deutsche Bank publishes 2024 Annual Report and confirms outlook for 2025

The Annual Report includes the bank’s Consolidated Financial Statements, the 2024 Compensation Report and management’s outlook for 2025.

03/17/2025

UBS CEO Sergio Ermotti’s Salary Draws Attention

The remuneration for CEO Sergio Ermotti, in particular, has drawn attention.

03/17/2025

TrinityBridge – the renamed Close Brothers AM business- begins new chapter as an independent wealth manager with £35m investment

A central focus of this investment is the development of a new investment platform, which is being built through strategic partnerships with industry-leading firms.

03/14/2025

Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors

Brown joins an advisory board that includes industry heavyweights such as Arun Anur, chief operating officer at wealthtech juggernaut Orion.

03/14/2025

VP Bank Promises Improvement

After the disastrous year of 2024, VP Bank aims to grow and increase revenue in the current year.

03/14/2025

Len Blavatnik: Family offices ‘should invest’ to power growth of UK life sciences sector

Philanthropists and family offices have a vital role to play by seizing the high-risk, high-reward opportunities that can lead to groundbreaking innovation, said Sir Leonard Blavatnik

03/14/2025

‘We’re not the US!’: Wealth managers stand by DEI

UK wealth managers pledge to keep DEI targets as regulators scale back their demands.

03/13/2025

VP Bank records a group net income of CHF 18.5 million and is on track with its package of measures to increase efficiency

Client assets under management rose by 9.5 per cent, while the new money inflow was 3.6 per cent.

03/13/2025

Supporting Independent Asset Managers

The success of Luxembourg’s financial center with private clients continues to strengthen year after year.

03/13/2025

Investment trusts advisers and wealth managers recommend for your ISA

Young investors will want to take more risk, while those in retirement may be focused on income.

03/12/2025

Stonehage Fleming Appoints Sally Fernee As Group Head of Investment Management Operating Functions

Sally joins Stonehage Fleming from Lombard International where she acted as Group Chief of Staff

03/12/2025

EFG announces changes to the Board and Management team in Monaco

He will succeed JeanClaude Gourrut, who is retiring after 15 years in this role.

03/12/2025

Brookfield Wealth Solutions Subsidiary Receives Authorization in the United Kingdom

The license was issued following the successful completion of a comprehensive authorization process and confirmation the business has been fully capitalized.

03/11/2025

Clifton Wealth Partnership acquires seven adviser firms

The firms are from across England and Wales

03/11/2025

St. James’s Place takes multi-manager approach for its Global Smaller Companies fund

The managers have distinct geographic focuses and strategy characteristics to ensure diversification and to minimise overlap.

03/11/2025

Prominent Investor Takes a Stake in UBS

Baillie Gifford has a reputation for having a special instinct for lucrative shares.

03/11/2025

Partners Group's profit increases 12% to CHF 1.13 billion supported by stronger performance fees in H2; proposed dividend up 8% to CHF 42.00 per share

For the full year 2025, Partners Group expects total new client assets of between USD 26 to 31 billion.

03/11/2025

BCGE : Annual result 2024

The bank achieves an outstanding result in 2024

03/11/2025

Private banks paint uncertain picture for UK entrepreneurs

Wealth managers servicing the UK’s beleaguered entrepreneurial community are reporting challenging conditions, as both the private and public sectors struggle to identify good news to attract investment.

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03-10-2026

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03-10-2026

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