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Wealth and Asset Management

09/12/2025

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

The Abu Dhabi office will complement Lazard’s established presence in Riyadh, enhancing localized coverage as regional entities pursue economic diversification and deploy billions in global investments.

09/12/2025

Helvetia and Baloise have received further approvals for their planned merger and have set a date for closing the transaction

In April, Helvetia and Baloise announced their agreement to merge as equals.

09/12/2025

HSBC UK Private Bank grows regional presence with Wealth Centre launch

It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.

09/12/2025

UBS Joins Forces with Supertri, BSK and JET to Drive Community Impact in Jersey

UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.

09/12/2025

Multiple Shortlistings for JTC at the 2025/26 Citywealth IFC Awards

The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.

09/12/2025

LGT WM takes profit hit in year of heavy spend

Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher.

09/11/2025

SJP on the hunt for director to lead HNW push

Job ad looks for expert to shape proposition for clients with between £2m and £10m to invest.

09/11/2025

Wealth Dynamix technology selected by Groupe Premium to consolidate and accelerate its wealth management business

This collaboration marks a key milestone for Wealth Dynamix, which is introducing its cutting-edge expertise in Client Lifecycle Management (CLM) to the French wealth management market.

09/11/2025

Quilter welcomes new cohort of interns through Early Careers programme

The programme offers interns a rich blend of experiences, including workshops, upskilling sessions, ‘lunch and learns’ with different business areas, and a group project designed to bring fresh insights to the organisation.

09/11/2025

Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty

Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes

09/10/2025

Praxis deepens yacht services offering with new strategic partnerships

The partnerships with Travel Cue and MIMO Connect, represent a natural evolution of Praxis’ holistic approach to yacht and crew management.

09/10/2025

Utmost Group plc announces its HY 2025 Results to 30 June 2025

Utmost Group delivers strategic and financial progress, with strong momentum in both businesses

09/10/2025

Nordea ETF ICAV Becomes New ETF Issuer at SIX Swiss Exchange

NAM expands access to its investment and ESG expertise by launching the first two active ETFs from its BetaPlus Enhanced Sustainable Equity range.

09/10/2025

Baloise achieves very strong half-year results and makes significant progress in implementing its refocusing strategy

We were able to further optimize our core business, improve the combined ratio, increase profitability, and generate an annualized return on equity of 15.5%.

09/10/2025

Prospera: SEB ranked number one by Nordic institutional investors

The overall ranking is based on results across 13 categories

09/10/2025

Atomos partners with Fincalc for new digital workflows

Atomos said the partnership supports its ambition to become a leading wealth management and financial planning firm

09/09/2025

UniCredit selects FNZ to transform its securities services offering

This agreement expands FNZ’s European footprint and underscores the strength of the business already trusted by more than 650 financial institutions worldwide.

09/09/2025

Strategic growth journey continues for AAB

This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.

09/09/2025

Indosuez expands Ticino location with banker team

Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.

09/09/2025

Private markets give banks an operational headache

Private markets are still geared to institutional investors making large subscriptions.

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11-20-2025

Debrett’s Group Expands into Wealth Management through Strategic Partnership with Mulberry Bow.

11-19-2025

No changes for Data Reporting Services Providers following ESMA’s 2025 assessment of derogation criteria

11-21-2025

CEOs’ Point of View #1: Interview with Vincent Lecomte, CEO of BNP Paribas Wealth Management

11-21-2025

Legal & General makes senior appointments

11-21-2025

Integritas Wealth Partners Expands Team with Two New Appointments

11-19-2025

PRA confirms FSCS deposit limit to be increased to £120,000 from 1 December

11-20-2025

US wealth manager enters Luxembourg in bid to create world’s largest family office

11-26-2025

Leadership transition for Lombard Odier’s activity in French-speaking Switzerland

11-26-2025

7IM partners with Cloud Direct to accelerate digital transformation and enhance the adviser and client experience

11-26-2025

Standard Chartered appointed as Digital Asset Custodian for 21shares, one of the world’s largest crypto ETP providers

11-26-2025

£100k tax trap to hit 2.3m taxpayers by 2029

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M&G veteran fund manager to retire after 20 years

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EIF and UniCredit Bank Austria agree €360 million boost for Innovation and Sustainable business investment across Austria

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