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Charles Stanley changes registered name to Raymond James WM

The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.

Family Office investment: structures and strategies for 2025 and beyond

Family Offices are maturing into some of the most agile and influential investors in the market. But with that influence comes complexity.

Rethink Perspectives: how should investors respond to the rise of a new world order?

What kind of world is emerging?

BBVA channeled €27 billion into the sustainable business of its emerging markets in 2024

Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.

Build wealth with tailored advice from the experts at TrinityBridge

TrinityBridge has sharpened its focus on delivering integrated wealth management, as competitors move toward off-the-shelf, one-size-fits-all financial products.

Redemption of UBS Group AG senior unsecured notes and additional tier 1 instrument

The last trading day of the Senior Notes will be 11 July 2025.

Shackleton adds £900m AUM with Chetwood Group acquisition

This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn.

Pictet prepares for third ‘gilded age’ of philanthropic giving

Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation

Allfunds Onboards First Fund into Middle East Management Company in Partnership with Schroders

As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.

Bank Lombard Odier & Co Ltd adds BlueBay bond fund to range

Fund aims to outperform its benchmark, the Bloomberg Global Treasury Total Return Index USD hedged

Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business

Brooks Financial brings together all former financial planning companies under one unified brand

CACEIS appointed exclusive asset servicing provider for Syz Asset Management

The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.

Oxfam reaction to Spain, Brazil and South Africa launching a new coalition to tax the super-rich

Taxation of the super-rich is a vital tool to secure sustainable development and fight inequalities.

Britain’s vanishing millionaires: Why lower-tier wealth is shrinking

While global wealth is on the rise, Britain is losing its entry-level millionaires

Rothschild & Co Wealth Management Switzerland acquires Zurich-headquartered Swiss advisory firm Tenalis AG

The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.

Quilter’s WealthSelect boosts fixed income and reduces equity allocation in latest rebalance

The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.

IQ-EQ shortlisted for ‘Employer of the Year’ award

It’s not the first time that IQ-EQ has received recognition in this field.

JTC Completes Acquisition of Citi Trust

The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.

Evelyn Partners completes the sale of its Fund Solutions business to Thesis

The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.

Fairstone reaches 100th DBO milestone with Halifax IFA

The model enables advisers to offload compliance and back-office burdens while retaining control and focusing on growth.

Wealth and Asset Management