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Wealth and Asset Management

02/05/2025

Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub

New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system

02/04/2025

UBP’s Private Markets Outlook 2025

Asset-based financing is gaining prominence as a key diversification tool

02/04/2025

UBS's fourth-quarter and full-year 2024 results

UBS Group finished the year with 14.3% CET1 capital ratio

02/04/2025

Abrdn reconsidering ‘AdviserOS’ platform rebrand

The provider is reviewing its decision to use the name for its platform upgrade plans, though migrating advisers is still on the agenda.

02/04/2025

BNP Paribas Group: Results as at 31 December 2024

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the fourth quarter 2024 and endorsed the 2024 financial statements.

02/04/2025

Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign

The ‘Now’s your time for wealth’ global wealth campaign launched this month.

02/04/2025

What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…

While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.

02/03/2025

Norway wealth fund posts record $222 billion profit but warns tech boom won't last

It was the second straight year of record profits, beating the 2.2 trillion Norwegian crowns earned in 2023.

02/03/2025

Private markets solution, Yooro, launches in Europe

The securitization solution aims to streamline the private assets investment process.

02/03/2025

Brooks Macdonald completes acquisition of LIFT-Financial Group

As at December 31 2024 this acquisition brings an additional c.£1.6bn assets under advice (AUA) and around 1,350 clients.

02/03/2025

Presentation of the 2024 full-year results for the Julius Baer Group

Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities

01/31/2025

St James’s Place sees £4.3bn of net inflows amid ‘successful year’

Gross inflows stood at £18.4bn, compared with £15.4bn in 2023

01/31/2025

JTC’s Global Expertise Recognised at Citywealth IFC Awards

In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.

01/31/2025

MilleniumAssociates Enhances Its Global Advisory Board, Naming Neil Fatharly as Its Latest Member Amid Further Expansion Moves

The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.

01/31/2025

How Ultra-High Net Worth Individuals Manage Wealth Across Generations

To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.

01/31/2025

Danske Bank to become the first financial institution in the Nordic region to implement Aladdin Wealth™ into its personal customer investment services

Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.

01/31/2025

Fuel Ventures invests £4M in Prosper for AI wealth management

The investment round also attracted notable sports figures, including England cricket captains Ben Stokes and Jos Buttler, as well as Olympic and world champions Dame Jess Ennis-Hill & Dame Sarah Storey, among others.

01/31/2025

Hamilton Lane: Infrastructure leads the way for allocation increases in 2025

Nearly half of wealth advisors plan to increase exposure to private infrastructure this year, according to a recent survey by Hamilton Lane.

01/31/2025

UBP profit rises 15% to CHF 257.4mn in 2024

UBP is headquartered in Geneva and specialises in wealth management for private and institutional clients.

01/31/2025

Deutsche Bank reports 2024 profit before tax of € 5.3 billion and € 2.1 billion of proposed capital distributions to shareholders

Revenues grew by 4% year on year to € 30.1 billion, in line with guidance.

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FATF publishes new Guidance on Financial Inclusion and Anti-Money Laundering and Terrorist Financing Measures

06-25-2025

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06-25-2025

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06-26-2025

LGT and iCapital Join Forces for Alternatives Investing

06-26-2025

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06-25-2025

Weatherbys head of financial planning achieves rare double

06-25-2025

The Great Wealth Flight: Millionaires Relocate in Record Numbers

06-26-2025

Authorities revise Memorandum of Understanding in relation to payments in the UK

06-25-2025

Major German bank to offer crypto trading by 2026 amid bank ‘FOMO’

07-02-2025

Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business

07-02-2025

Wealthtime's Lucy Bristow leaves CCO role at platform

07-02-2025

CACEIS appointed exclusive asset servicing provider for Syz Asset Management

07-02-2025

Irish financial firms struggle with consumer code implementation

07-02-2025

Tribunal upholds the FCA’s market manipulation bans

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SocGen’s restructuring pays off as it takes French crown

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