07/02/2025
CACEIS appointed exclusive asset servicing provider for Syz Asset Management
The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.
Wealth and Asset Management
07/02/2025
Oxfam reaction to Spain, Brazil and South Africa launching a new coalition to tax the super-rich
Taxation of the super-rich is a vital tool to secure sustainable development and fight inequalities.
07/02/2025
Britain’s vanishing millionaires: Why lower-tier wealth is shrinking
While global wealth is on the rise, Britain is losing its entry-level millionaires
07/01/2025
Rothschild & Co Wealth Management Switzerland acquires Zurich-headquartered Swiss advisory firm Tenalis AG
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.
07/01/2025
Quilter’s WealthSelect boosts fixed income and reduces equity allocation in latest rebalance
The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.
07/01/2025
IQ-EQ shortlisted for ‘Employer of the Year’ award
It’s not the first time that IQ-EQ has received recognition in this field.
07/01/2025
JTC Completes Acquisition of Citi Trust
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
07/01/2025
Evelyn Partners completes the sale of its Fund Solutions business to Thesis
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
06/30/2025
Fairstone reaches 100th DBO milestone with Halifax IFA
The model enables advisers to offload compliance and back-office burdens while retaining control and focusing on growth.
06/30/2025
London VC head moves to Geneva as private wealth adviser
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
06/30/2025
BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
UBS Group Retains Outperform Rating at RBC Despite TBTF Regulatory Concerns
While acknowledging that it will “take time to have full visibility” on the situation
06/30/2025
UBS to start new share repurchase program
UBS will communicate its 2026 capital return ambitions with its fourth quarter and full-year 2025 financial results early next year.
06/27/2025
Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range
The Financial Conduct Authority (FCA) introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
06/27/2025
The Royal Mint launches new Britannia ‘secure’ gold bars
SWP clients now have priority access to these highly anticipated bars
06/27/2025
Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
06/27/2025
Brown Advisory to buy London-based Marylebone Partners
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
06/26/2025
Strong recognition for IQ-EQ talent in 2025 Citywealth Brand & Marketing Awards
The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.
06/26/2025
The Great Wealth Flight: Millionaires Relocate in Record Numbers
Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.
06/26/2025
New wealth of top 1% surges by over $33.9 trillion since 2015 – enough to end poverty 22 times over, as Oxfam warns global development “abysmally off track” ahead of crunch talks
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.