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Wealth and Asset Management

10/17/2024

radicant and Numarics plan merger

At the same time, the planned merger will expand the revenue base and lay the foundation for additional growth.

10/17/2024

Are the good years in asset management over?

The asset management industry is under pressure.

10/17/2024

Rathbones Group PLC Third Quarter Trading Update

Net flows in the quarter reflected the resilience of gross inflows despite the impacts of managing a significant client consent process.

10/17/2024

SJP records net inflows of £890m in last quarter

The UK’s largest wealth manager also recorded gross inflows of £4.4bn in the third quarter, 20% higher compared to the same period last year.

10/17/2024

Liontrust shares fall after fund manager suffers £1.1 billion of outflows

Active fund manager hit by economic and political uncertainty ahead of Budget

10/16/2024

Tracey Davidson named in Spear’s ‘Power List 2024’

The Spear’s Power List highlights the leaders whose impact extends beyond client relationships, showcasing those who shape the wealth management industry.

10/16/2024

Selective growth through uncompromising quality of service

At each of these sites, a Head of EAM oversees specialist Relationship Managers and Account Managers, of which we have around 30 in total.

10/16/2024

This Assessment Will Please Swiss Banks

One of his conclusions will particularly please Swiss private banks.

10/16/2024

Three areas wealth industry should tackle to deliver better consumer support outcomes

It’s only right that in time, attention will turn to consumer support

10/16/2024

Quilter reports third quarter net inflows of £1.4 billion

The increase of 2% in the quarter reflected net inflows, and higher market levels with this partially offset by Sterling appreciation.

10/16/2024

Luxembourg Tops the Global Wealth Rankings in 2024

The report highlighted that Luxembourg has maintained a steady rise in GDP per capita from 2010 to 2024, consistently ranking at or near the top among the wealthiest nations.

10/16/2024

Julius Baer CIO tells rich to brace for private market 'hangover phase'

Investors have poured money into areas including private credit, private equity and infrastructure to chase higher returns and diversify their portfolios.

10/16/2024

Switzerland’s wealth managers bank on a future in Asia

Hong Kong and Singapore are the world’s rising wealth centres

10/15/2024

AXA IM launches a global Philanthropy programme, bringing together all global and local charitable endeavours focused on “Empowering Sustainable Futures”

AXA IM has established a new Philanthropy Committee to oversee and make decisions in regard to its charitable commitments.

10/15/2024

Dominique Gerster becomes partner at IRF

Dominique Gerster brings more than two decades of experience in corporate communications.

10/14/2024

Spear’s Top 100 most influential people features Mary-Anne Daly, CEO Wealth Management, Schroders

The Power List recognises those individuals with significant influence in private wealth and for high-net-worth individuals and families more broadly.

10/14/2024

The Demise of Credit Suisse Gives BNP Paribas Significant Tailwind

Over the past two years, assets under management (AUM) have grown by more than 25 percent, following a steady decline in previous years.

10/14/2024

Nuveen launches global credit impact strategy

The portfolio aims to address issues such as affordable housing, community development, climate change and the regeneration of natural resources.

10/14/2024

Ticino family bank takes over family office

A family bank in Lugano has been expanding in big steps for some time.

10/14/2024

Tatton’s £15bn MPS range fights with Quilter at the top of the charts

Tatton is jostling with fellow MPS giant Quilter for assets. But how do its returns stack up against those of its largest rivals?

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GBST deploys agentic AI to automate complex wealth administration processes

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Cold store specialist Iceline Yorkshire Ltd joins Nordic Climate Group’s growing UK organisation

04-14-2026

Berne Financial Services Agreement: what the UK-Swiss deal means in practice

04-14-2026

Men in UK financial services earn £40,000 more than female colleagues

04-14-2026

Scotland-based financial planning company acquired by acquisitive wealth management firm

04-14-2026

Rothschild & Co appoints Grégoire Salignon as Head of Rothschild Martin Maurel

04-13-2026

Inside WTW’s ambitions for its £20bn wealth management business

04-13-2026

What’s the best way to transfer wealth to the next generation?

04-13-2026

EY named a Leader in The Forrester Wave for OCM Services

04-17-2026

Investec Alternatives reports record year for Direct Lending in 2025

04-17-2026

TBTF: Economic consequences of a complete equity withdrawal of foreign investments

04-17-2026

BIL Opens a New Chapter in Switzerland

04-17-2026

Rothschild & Co appoints Ilga Haubelt, Head of Investments for UK Wealth Management business

04-17-2026

Barclays CEO says he wishes the bank ‘had nothing to do’ with troubled Tricolor and MFS private-credit deals

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Insurance Broker Alea Expands to Europe

04-17-2026

EIB Group, European Commission and IFC back Biovac to build Africa’s first end-to-end multi-vaccine manufacturing site

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