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Wealth and Asset Management

07/01/2024

Invesco launches star-powered adviser platform to meet huge soft skills demand

In response, it has launched ‘Invesco Intelligence Plus’, a comprehensive platform for the modern adviser focusing on soft skills, practice management and investment skills

07/01/2024

Guernsey Finance takes the win with ‘Wealth for Good’ award

The annual WealthBriefing Wealth for Good Awards program recognises the most innovative and exceptional firms, teams and individuals.

07/01/2024

Söderberg & Partners raises £225m to boost growth expansion

Gustaf Rentzhog, Söderberg & Partners co-founder and chief executive, said: “We see that our venture in the UK is working, and we now want to scale it up even faster.

06/28/2024

Financial advisors expect bigger book of ESG business in coming years, new Vontobel study reveals

The result shows that sustainable offerings continue to rise in importance in the advisory space despite the headwinds and political backlash that sustainable investing has been experiencing over the last two years.

06/28/2024

New Indosuez impact fund taps into ‘underdeveloped market’

There is a growing need among investors to combine financial returns with investing for a societal good, the global wealth management brand of French banking giant Crédit Agricole Group said.

06/28/2024

LGT wins global accolades for its ESG investing and philanthropy offering

The bank was the recipient of the global ESG Investing and Philanthropy Service Offering awards.

06/28/2024

Passing on a family business in Switzerland: what options are open to entrepreneurs today?

This can be a very painful process, particularly in the case of intra-family transfers.

06/28/2024

Kermitted Asset Management: Natural end

The chairman of Kermitted Asset Management offers a last, last word on why ESG is a matter of perspective

06/28/2024

Luzerner Kantonalbank AG increases profit forecast for 2024

LUKB cites the bank's generally improved earnings situation - including in the investment and trading business - as well as active interest rate risk management in an environment of falling interest rates.

06/28/2024

HNW spending heralds a return to the Roaring 20s

Buoyed by financial optimism, HNWs are spending more on luxury, Julius Baer reports

06/28/2024

Schroder Investment Solutions celebrates third anniversary as AUM passes £6 billion

This award-winning proposition has attracted 238 new adviser firms since launch, bringing the total number of firms that have signed terms of business for SIS model portfolios to 349.

06/28/2024

Tavistock shares jump after it confirms talks with Saltus

Citywire reported yesterday that private equity-backed Saltus has made a bid for Tavistock’s national advice business.

06/28/2024

TEAM “well-placed for international growth on back of wealth exodus”

In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.

06/27/2024

From zero to £37bn in 16 months: Inside SJP’s Polaris funds

St James’s Place’s multi-asset fund range is close to overtaking Vanguard LifeStrategy in size less than two years after its launch.

06/27/2024

EFG Private Bank launches Independent Asset Management platform for UK

Head of independent asset managers UK Ian Wright to oversee

06/27/2024

Wealth managers comment on challenges facing next UK government

The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.

06/27/2024

UBS Creates New Wealth Unit in Khan, Karofsky Strategy Reboot

GWM Solutions to bring various wealth offerings together: memo

06/27/2024

Liontrust profit drops 23% after outflows worsen in 2023

Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds

06/27/2024

Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population

This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.

06/26/2024

Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach

How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL

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BNP Paribas presents the growth strategy of its commercial bank in Belgium (CPBB) and raises its profitability targets to 22% pre-tax RONE in 2028 and 25% in 2030

06-01-2026

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

05-28-2026

Promotions at SZKB in 2026

05-28-2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

05-28-2026

Northcote in talks to buy UK wealth manager

05-29-2026

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

05-28-2026

Central Banks under pressure as inflation risks re-emerge

05-29-2026

Delancey appoints capital strategies director

05-29-2026

Central banks, inflation, and the case for quality bonds

06-04-2026

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

06-04-2026

Unlocking European markets: a more efficient route into Europe for mid-sized UK investors

06-04-2026

Broadridge Appoints Ignacio Escobedo as Premier Account Leader for Southern

06-04-2026

British Friendly launches immediate needs annuity for long-term care

06-04-2026

Pensions UK Report: Figures paint dire picture of nation’s saving

06-04-2026

Utmost warns tax on wealthy non-resident property owners will be detrimental to UK

06-04-2026

Barclays removes monthly customer fee for self-directed investors

06-04-2026

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