• Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • more...
    • FinTech

      Alternative Investments

      Investment Banking

      Comment, Analysis & Research

      Tax

      Retail Banking

      Pensions

      Planet SOS


Wealth and Asset Management

04/08/2025

Hg private wealth offering surpasses $1 billion

The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.

04/08/2025

Invesco eyes £275m price tag for software provider Intelliflo

Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.

04/07/2025

Sophie Kennedy: ‘Becoming CEO of a wealth manager at 33 didn’t faze me’

The co-CEO of EQ Investors has weathered Trump and the ESG backlash.

04/07/2025

Julius Baer further streamlines its organisation to reinforce focus on clients and sustainable growth

With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.

04/07/2025

Private bank Bergos announces family office solutions unit

Bergos Crossroad will also be available to customers who do not use Bergos for private banking.

04/04/2025

OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK

Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.

04/04/2025

Indosuez Wealth Management plans to acquire Banque Thaler

With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.

04/04/2025

Pictet promises smarter stock picks with new AI hedge fund

The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.

04/04/2025

Eric Sturdza AM secures Finma licence

ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.

04/03/2025

LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025

This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.

04/03/2025

Quilter Cheviot Europe launches three new funds

The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.

04/02/2025

Arbuthnot Latham named Private Bank of the Year at the 2025 COLWMAs

We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs

04/02/2025

Cazenove Capital named as ‘The UK’s Best Wealth Manager’ in the Euromoney Private Banking Awards 2025

We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.

04/02/2025

Titan Wealth strengthens pensions offering with acquisition of Workplace Advice Group

Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.

04/02/2025

Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI

Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button

04/02/2025

Mirabaud and AltamarCAM Partners launch an evergreen semi-liquid private equity strategy

The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021

04/01/2025

Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel

Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.

04/01/2025

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

04/01/2025

For the first time, EUROMONEY rewards a Swiss independent wealth manager: NOVUM CAPITAL PARTNERS

Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.

04/01/2025

Fairstone targets £40bn AUM as it reaches £20bn milestone

Enhancements to its DBO model are designed to dovetail with its new 5-year strategy

  • 1
  • 2
  • 3
  • …
  • 38
  • 39
  • 40
  • 41
  • 42
  • 43
  • 44
  • 45
  • 46
  • 47
  • 48
  • …
  • 856
  • 857
  • 858

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards

10-27-2025

Chancellor launches Scale-up Unit in Leeds to help firms grow

10-27-2025

Addleshaw Goddard advises Reclaim Fund on expansion of the UK Dormant Assets Scheme into the Investment and Wealth Management sector

10-28-2025

Apollo to open Paris office for private-wealth push

10-27-2025

Wealth management firm relocates HQ to former 19th century country home

10-27-2025

TISA warns higher SPA could leave future retirees financially exposed

10-27-2025

IGI strengthens reinsurance portfolio with London appointment

10-28-2025

Clifton Wealth adds Wesleyan fund to adviser platform

10-27-2025

Van Lanschot Kempen Switzerland hires IAM's risk chief

10-30-2025

Vontobel 9-month 2025 trading update

10-30-2025

Private Markets Annual Report 2025

10-30-2025

Family businesses are typically overvalued by their own leadership – by approximately 30%

10-30-2025

Standard Chartered PLC Q3’25 Results

10-30-2025

Generali and BPCE likely to abandon asset management merger – report

10-30-2025

Mortgage momentum holds in September but Budget jitters rising

10-30-2025

Millionaire Aviva boss died of 'multiple traumatic injuries' after his Aston Martin veered off country lane and crashed into tree, inquest hears

10-30-2025

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2025 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal, Regulation & Compliance
  • FinTech
  • Alternative Investments
  • Investment Banking
  • Comment, Analysis & Research
  • Tax
  • Retail Banking
  • Pensions
  • Planet SOS