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Wealth and Asset Management

06/03/2025

HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience

As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.

06/03/2025

Wittmann woos family money with bold predictions

Central to their decision-making, amid today’s re-configurated geopolitical reality, is the position of Germany and the new leadership in Berlin.

06/03/2025

Private banking: a changing of the guard in the industry

Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them.

06/03/2025

Schroders UK Financial Adviser Pulse Survey 2025: Wealth transfer emerges as priority issue for advisers in response to government proposals

The survey was conducted post ‘Liberation Day' amid significant market volatility.

06/03/2025

Evelyn-owner targets bank partnerships in private markets push

Citywire understands Permira is working on an evergreen credit fund, but executive chairman Kurt Björklund says focus is on getting the right products to the right clients.

06/03/2025

Outsourcing drives wealth management growth but clients pull cash

Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year

06/02/2025

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.

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.

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