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Land consolidation at Zurich asset managers

Alasia, an asset management and business consulting company, is part of the PKB Group and is owned by the Trabaldo Togna family .

Julius Baer opens office in Glasgow

Six years after opening its first Scottish office in Edinburgh, the UK arm of the private bank is expanding its Scottish presence.

RBC Brewin Dolphin scraps 1762 brand in restructure

The Mayfair-based high-net-worth brand, established six years ago, will be absorbed by a new Private Wealth division, with 1762 head Simon Blowey leaving the business.

Sarasin & Partners unveils low-cost investment suite with MPA Financial Management

The MPA Sarasin Tailored Portfolio Service consists of five highly diversified model portfolios designed to meet a range of client risk profiles.

From regulation to innovation: the dynamic universe of biodiversity investments

This evolution is largely influenced by heightened regulatory focus and innovative market strategies that align with environmental sustainability.

UBS White Paper at Building Bridges

Starting strong and tasks ahead – Switzerland’s transition towards net-zero

Praxis’ Lucy Kirby Wins Digital Leader of the Year at the 2024 Véyaon Awards

Sponsored by Sure Business, the award recognises Lucy’s “exceptional leadership, innovative approach, and her substantial impact on colleagues and the wider business community”.

Quilter Cheviot focuses on REITs in third phase of investment trust engagement

Quilter Cheviot advocates for fully independent boards to best protect shareholder interests.

BNP Paribas Wealth Management Shares Key Investment Trends Expected in 2025

First, BNP Paribas noted that lower interest rates will support “leveraged asset classes,” such as real estate, infrastructure and private equity.

Pimco expands UK global wealth management team

Both will report to Terry Oh, executive vice president and head of Pimco’s global wealth management business in the UK.

Global wealth management group GSB launches FutureOf fund

Beth Bell has joined to run the fund

Delving into the small and mid-cap market after the election

But remember that with Donald Trump, nothing is certain and things can change very quickly.

BCGE strengthens its strategic partnership with Finnova

This long-term commitment highlights the importance for BCGE of working closely with one of Switzerland’s leading banking software providers.

Billionaire Ambitions Report 2024

The bank also conducted an online survey of the views of a sample of UBS billionaire clients across the world’s main regions.

Potential for growth with low margins

The success in German-speaking countries was also made possible by the 2021 takeover of Die Software from Ebersberg in Bavaria

Supporting UHNW families for sustainable wealth growth and preservation

As UHNW individuals and UHNW families become increasingly sophisticated in their approach to wealth management, their needs are evolving.

Schroders could raise £3.2bn from ‘radical’ asset management sale

Offloading its asset management business could raise more than £3bn and would help Schroders focus on becoming a leading wealth management firm

Multi-family offices are forever

SF’s longstanding and broad experience enables it to share the experience from other families on the proper timing to involve children on family affairs, for instance.

Moneyfarm expands UK footprint with Willis Owen purchase

This acquisition, which brings Moneyfarm’s group total assets to over £5bn, is the firm’s third in the UK over the past three years.

UBS: Billionaire Wealth Stagnates in Asia

Not only did APAC record the slowest growth but it was also the only region that did not surpass its last peak in 2021, which saw a total of $4.6 trillion in billionaire wealth.

Wealth and Asset Management