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Shackleton buys IM Asset Management from Irwin Mitchell

IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.

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.

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.

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.

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

Fidelius merges with TJP to accelerate UK growth strategy

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

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

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

IK Partners stakes Irish wealth management boutique

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

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.

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.

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.

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.

HSBC reportedly cuts analyst positions in restructuring effort

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

JTC Group in Guernsey Named Best Fund Administrator in Global Awards

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

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

SIX Recognized at Global Custodian Awards 2025

SIX has been strengthening its European custody operations

Saffery Trust finalist in Private Client Awards

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

NatWest Gets Ready for Life After UK Government Ownership

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

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

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

Wealth and Asset Management