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Wealth and Asset Management

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.

09/08/2025

Hargreaves Lansdown opens up access to private markets through pensions

The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.

09/08/2025

Meet Kingdom Group: the fast-growing UK-based services provider that covers everything from security to healthcare

The firm is still founder-owned and led. CEO Terry Barton shows no sign of slowing down – Kingdom now supports more than 5,000 customers and employs around 11,500 people.

09/08/2025

Investors more concerned about wealth transfer than returns

The research also showed investment returned mattered less for the company’s clients.

09/08/2025

iCapital Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds

Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.

09/05/2025

Schroder Investment Solutions expands distribution reach of Model Portfolio Service

Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.

09/05/2025

Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions

The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.

09/05/2025

Lombard Odier Gives Swiss Private Banking a New Face

From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.

09/05/2025

Taxation of trusts is ‘complex’ says wealth management expert

Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.

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