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Wealth and Asset Management

01/05/2024

Wealth advisers predict global private equity bounceback driven by UHNW investors

After signs of a sluggish 2023 for PE funds and M&A activity globally, there are signs of optimism for 2024

01/05/2024

IQ-EQ achieves four shortlistings in 2024 Citywealth Brand Management & Reputation Awards

IQ-EQ has a very strong track record of recognition in these awards

01/05/2024

Which Swiss investments will perform best in 2024? Let's ask the experts

Investment chiefs at Blackrock, Swiss Life Asset Managers and Swiss Rock Asset Management weigh in on 2024.

01/05/2024

Don’t give up on St James’s Place, Hargreaves Lansdown, Abrdn and Schroders just yet, says broker

Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.

01/05/2024

Hawk Group Limited and Sancus Lending (Jersey) Limited Announce Strategic Joint Venture to Amplify Market

This collaboration marks the first truly expert family debt vehicle through which investors are able to benefit from innate stability and growth.

01/04/2024

Evelyn Partners launches programme to train the next generation of financial planners

Evelyn Partners’ new Financial Planning initiative – which is initially being offered in London, Glasgow and the North West – builds on the existing Investment Management and Professional Services graduate programmes.

01/04/2024

J Safra Sarasin closes sub-scale sustainable bond fund

Basel-headquartered group calls time on strategy run under partnership with German giant due to decline in assets.

01/03/2024

Boss of Norwich wealth management business dies aged 61

In 2018, he successfully completed a buyout of the business - which at that time had £250m of funds in its portfolio.

01/03/2024

Private bank Baumann & Cie is in great shape

The institute did not (yet) provide concrete figures; For 2022, the company reported a result of 16.6 million francs.

01/03/2024

How the expanded Dormant Asset Act revolutionises financial planning

To date, £1.7bn has been transferred to the Reclaimed Fund Limited.

01/02/2024

Allen Tomas & Co partners with Fairstone Wealth Management

But co-owner Michael Crisp said the new partnership would allow them to focus more on the customer service side of the business.

01/02/2024

How Gen Z is navigating the world of wealth

How does the asset management industry persuade Gen Z to save?

12/29/2023

Top 100 wealth management and other financial services firm visitors to TWM in 2023

A veritable who's who of the world's leading wealth management and other financial services firms using The Wealth Mosaic

12/29/2023

“Bringing the retail banking boom to wealth management” – Peter-Jan van de Venn, Hexaware Mobiquity in ‘The Fintech Magazine’

During those 10 years, most areas of retail finance were fast migrating to mobile-first provision and high-touch customer interaction, led by young businesses challenging the way established banking institutions operated.

12/28/2023

CREALOGIX publishes interim financial statements for the first quarter of the financial year 2023/24

Purpose of these interim financial statements

12/28/2023

Investor confidence 'will return' in 2024

After a tough year of high inflation and rising interest rates, Husselbee thinks markets could see signs of recovery in the new year.

12/27/2023

Schroders and Lloyds confirm wealth management deal talks

£109bn investment contract from bank has speeded tie-up process

12/27/2023

WH Ireland posts first half loss after challenging market conditions for the broker

It posted a statutory pre-tax loss of £3.9 million, widened from a £0.4 million loss a year earlier.

12/22/2023

Private banking and markets in 2024: what’s the outlook?

Will interest and inflation be a burden to private banking markets in 2024?

12/22/2023

Sergio Ermotti: «UBS is Like the Iron Giant from Space»

And the combination will be worth more than the sum of its parts, the boss of the largest Swiss bank is certain of this.

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Norway sovereign wealth fund excludes Eramet from portfolio on ethics grounds

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Lazard CEO and Chairman Peter Orszag’s Growth Strategy and Middle East Expansion Featured in Bloomberg News

09-12-2025

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09-12-2025

SJP on the hunt for director to lead HNW push

09-11-2025

BTA Finance partners with Avaloq to modernise wealth management operations

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09-12-2025

Daniel Hartert appointed to the ABN AMRO Supervisory Board, Arjen Dorland stepped down

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FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement

09-18-2025

Lazards opens Copenhagen office, appoints MD and CEO

09-18-2025

Morningstar Wealth partners with Mabel Insights to improve MPS support

09-18-2025

Prompt payment push: UK Government to support SMEs by getting tough on late payments

09-18-2025

Aztec Group welcomes industry expert Sam Metland to drive product innovation and growth

09-18-2025

FCA shares proposals to promote good business practices amongst crypto firms

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What’s your number? Valuing your business and defining your exit strategy

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