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Wealth and Asset Management

10/09/2024

Titan Wealth Group announces the creation of Titan Settlement & Custody

The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services

10/09/2024

Sustainability Award | Digital Accessibility: A Step Towards More Inclusion

For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.

10/09/2024

Redefining wealth management: How family offices can lead the charge in responsible investing

Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.

10/09/2024

BOS sees rising ‘non-dom’ flows from UK to Singapore

Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.

10/08/2024

Northern Trust AM to Grow Fixed Income in EMEA

As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.

10/08/2024

Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m

As at 31 December 2023, assets under advice were c. £1.6bn

10/08/2024

UK financial planner Clarion WP bought by management team after nearly 40 years

Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice

10/08/2024

Alpian launches wealth management mandate from CHF 2,000

The new offering has an annual fee of 0.75% and includes the option for personal advice.

10/08/2024

JPMorgan to Base Group of Private Bankers in New Munich Office

JPMorgan has long been expanding its operations in the country

10/08/2024

Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices

The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.

10/07/2024

Cazenove Capital buys £1.5bn London family office

Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.

10/07/2024

Global Wealth Management Group GSB partners with London-based Mumble Forum

Partnership will aim to empower financial health of the women networking club’s members

10/07/2024

HSBC AM launches equal weight S&P 500 tracker

The launch follows increased demand for equal weight solutions

10/07/2024

Santander Reorganizes Leadership Roles at Wealth Management Unit

Appointments are part of the changes done by new division head

10/07/2024

SJP investments boss: Value for money report doesn’t reflect ‘evolution’ of our funds

Sarah Ruggins tells FN exploring low-cost passive options remains ‘top priority’ for UK wealth giant

10/04/2024

Banque Cramer Boosts Profits for Geneva's Norinvest Group

The group’s cumulative consolidated operating income remained unchanged at 22,6 million francs, as stated in a press release on Friday.

10/04/2024

Julius Baer CIO names ‘surest way to negative alpha’

Yves Bonzon is wary of ‘horse race’ approaches, backtesting and various absolute return strategies.

10/04/2024

AMINA Bank participates with Tenity as global innovation partner

AMINA Bank becomes a Global Innovation Partner to provide crypto banking services

10/04/2024

Pictet Asset Management launches new fixed income strategy

The fund will be managed by Mathieu Magnin, Kyle Kloc and Frédéric Salmon

10/04/2024

Channel Islands stand out in Citywealth Powerwomen Awards 2025 shortlist

Amongst the Channel Islands based companies and those with branches on the Islands

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Close Brothers also declines to challenge car finance redress

04-27-2026

Elliott Management Releases Presentation on Daikin Industries, Ltd.

04-27-2026

ECB signs agreements with European standard setters to facilitate digital euro payments

04-27-2026

Adyen agrees €750m deal for loyalty and incentives platform Talon.One

04-27-2026

Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn

04-27-2026

Brookfield Leans Into UK Pensions To Build Fee Based Insurance Engine

04-27-2026

Legacy rules ‘undermine’ Consumer Duty goals, research finds

04-27-2026

Pantheon’s infrastructure secondaries fund secures approval

04-27-2026

Crédit Agricole SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

05-01-2026

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

05-01-2026

SEB’s results for the first quarter 2026

05-01-2026

ESMA launches a call for evidence on the structure of European equity markets

05-01-2026

ING announces new billion-euro share buyback plan after strong Q1 results

05-01-2026

Parliament agrees Pension Schemes Bill paving way for Royal Assent

05-01-2026

Powering one of the UK’s largest solar portfolios: Eversheds Sutherland advises on £825m financing

05-01-2026

Ad hoc announcement Item 16 KR: Michel Kade newer Admicasa CEO

05-01-2026

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