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Wealth and Asset Management

06/13/2025

Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025

In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.

06/13/2025

Ninety One to complete transfer of Sanlam Investments’ active asset management business

Ninety One UK will be the primary active asset manager for a specified portion of SI UK’s assets under management (AUM).

06/13/2025

Investors turn to active management amid heightened geopolitical volatility: Schroders Global Investor Insights Survey

These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.

06/12/2025

Lombard Odier: Family Offices Slash Return Expectations

A report by Lombard Odier explores their investment outlook in an increasingly uncertain macro environment.

06/12/2025

Nine Wealth Management achieves CISI Chartered Firm™ status

CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

06/12/2025

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.

06/12/2025

Asset Managers Seek Recipe for Further Growth

The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.

06/12/2025

Welsh SJP partner firm gains Chartered Firm status

The firm has three Financial Planners as well as a managing partner, and four back-office staff.

06/11/2025

Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros

Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers

06/11/2025

Liontrust enhances trading operations through strategic collaboration with BNY

Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team

06/11/2025

Praxis Celebrates Future Leaders Named in 2025 EPC NextGen Leaders list

The annual list highlights exceptional individuals with fewer than 15 years’ experience

06/11/2025

LGT eyes Swiss onshore clients for next growth phase

Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.

06/11/2025

First Wealth launches Sports and Entertainment arm to business

Recruitment for new division to lead expansion of planning business to sports and music stars.

06/11/2025

VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 2025

They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.

06/11/2025

EIB triples financing for banks to provide liquidity to SMEs in the supply chain of Europe’s defence industry, signs first deal with Deutsche Bank

The EIB is also triggering the new facility through an inaugural agreement with Deutsche Bank, providing long-term liquidity earmarked for security and defence investment projects.

06/11/2025

Julius Baer Group Ltd. to redeem Perpetual Tier 1 Subordinated Bonds issued 25 June 2019 on first call date

Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.

06/11/2025

Norges Bank and Banca Mediolanum to back Mediobanca's bid for Banca Generali

It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.

06/10/2025

Nordnet Launches Major Private Banking Initiative – Aims to Become a Leader in Sweden

In addition to the new customer categories, Nordnet's Private Banking service has received a new design, updated prices for stock trading, and a progress bar showing the customer's position between the different categories.

06/10/2025

Oakglen Wealth acquires Homebuyer Financial Services Limited

This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.

06/10/2025

Marsh McLennan’s Mercer to acquire Fundhouse

The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector

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

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