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BlackRock launches five climate transition ETFs

This shift is a major market force identified by BlackRock, driven by technological innovation, geopolitical changes and ageing populations.

Quilter Cheviot turns focus on alternative investment trusts as part of engagement programme

Only four investment trusts qualified for a green rating in each of the categories, while just one received a red rating across the board.

Wrise confident new wealth partner has ‘sound’ financials

Wrise’s mass affluent arm has partnered with Kingkey Privilege Wealth Management days after the Hong Kong-based firm’s parent formally emerged from liquidation.

Rathbones Asset Management: Research reveals prediction of strong growth in UK equities over the next 12 months

Eighty-one percent of these investors expected growth among large and mid-caps, although sentiment towards small caps was mixed.

MPS upstart Timeline adds another £3bn in a year

Four years after its launch, Timeline could be a top three MPS provider within months, financial services consultancy NextWealth has predicted.

Zedra Announce Aquisition of LJ Fiduciary and Alvarium Private Office Completion

LJ Fiduciary and APO will shortly be rebranded and merged into the existing ZEDRA Group.

Is Generative Artificial Intelligence the Key to Unlocking Personalization in Banking?

Banks that excel in this form of personalization are often rewarded with enhanced customer loyalty, satisfaction, and, ultimately, greater profitability.

Private Banking & Wealth Management London Awards 2024 winners unveiled

The best and brightest private banks in the industry were honoured.

Capturing wallet share: Delivering on the UHNWI top 10 list

This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.

Merger of Swiss units of UBS and Credit Suisse could happen by July

The merger would initially mainly affect employees, who would then already be able to work together internally, Sabine Keller-Busse told the Neue Zürcher Zeitung newspaper on Tuesda

Structured products: a strategic solution

The market is currently dominated by products that aim to optimise returns.

WealthSelect adds two new funds to Sustainable range

The Alliance Bernstein Global Sustainable Equity Fund was introduced following a search to find a manager to complement the existing holdings within the global multi thematic allocation.

SocGen struggles to strike deal for custody unit, sources say

U.S. bank State Street opens new tab, one of the world's largest asset custodians after market leader BNY Mellon, has been in talks to buy SGSS but the discussions have stalled

BNP Paribas Fortis: the most complicated environment yet

The current market was "the most complicated environment I have ever seen in terms of economics".

Edmond de Rothschild REIM completes build-to-rent development in Nottingham for its Residential Investment Platform

The development is managed and operated by Edmond de Rothschild REIM’s in-house private rental sector platform and builds on the success of Saffron Court, its first development in Nottingham.

Swiss sustainability-related investments see slight growth

Many market participants have refined their methods to measure sustainability-related investments and no longer report investments that only use exclusions or ESG integration as a sustainable investment approach

WealthOS closes £4m seed round with Barclays & Main Set

This funding news follows the announcement that WealthOS had released cloud-native and API retail pensions (SIPP) technology

Blackstone to Acquire SEDIVER Parent Company SEVES Group from Triton Partners

The Company supports the energy transition by enabling the reliable and sustainable transmission of electricity, whilst facilitating the global electrification megatrend.

Moonfare hits €3bn in assets under management as interest in private equity from individuals continues to grow

Moonfare’s registered membership community now comprises more than 60,000 individuals.

HIGHVERN Trio Named NextGen Leaders in 2024 eprivateclient Crown Dependencies List

This esteemed industry list celebrates outstanding practitioners in the Crown Dependencies who are rising stars in the private wealth sector.

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