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Wealth and Asset Management

08/18/2025

Pictet AM's Olivier Monti: «The Future of Asset Management»

The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.

08/18/2025

Two Former Vontobel Managers Combine Bitcoin, Gold and AI

It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.

08/18/2025

Ex-EdR investment chief finds ‘freedom of choice’ at IAM

Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.

08/15/2025

Permira ramps up efforts to find Evelyn Partners buyer - reports

Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.

08/15/2025

UBS Global Wealth Management empowers next generation of female leaders in Jersey

Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.

08/15/2025

Tweed Wealth Management expands sports division with London launch

The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.

08/14/2025

Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning

Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.

08/14/2025

Staying invested remains a strategic lever

American exceptionalism continues to hold its ground amid macroeconomic uncertainty.

08/14/2025

IFA consolidator Absolute Financial Group launches with Inflexion backing

Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.

08/14/2025

Thurgauer Kantonalbank is doing well

The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.

08/14/2025

Managing cash flows in a fragmented world

Companies are currently navigating with limited visibility, trying to find new reference points in the murk.

08/13/2025

The interrelation of family wealth and family offices

The estimated wealth of families with family offices currently stands at US$5.5 trillion and is expected to grow to US$9.5 trillion by 2030 – a 189% increase.

08/13/2025

Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires

German lender plots more hires as it looks to expand ultra high net worth team

08/13/2025

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

08/13/2025

Quilter retains signatory status to the UK Stewardship Code

The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.

08/13/2025

Swiss National Bank publishes banknote designs

In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.

08/12/2025

Metro Bank co-founder targets super-rich with new family offices bank

The bank, to be domiciled in Jersey, plans to sign up 2,000 of the world’s wealthiest clients within five years, including more than 500 family offices, and reach a $10 billion balance sheet by 2030.

08/12/2025

Backing Britain’s entrepreneurs: our UK CEO, Mark Goddard, on the next generation of wealth creators

The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.

08/12/2025

UBP private markets deputy head exits for Apollo

Gaetan Aversano joins the alternatives asset management giant in Zurich.

08/12/2025

Utmost Wealth Solutions: HY 2025 Trading Update

Utmost Wealth Solutions records £5.3bn in gross inflows, grows AUA to £107.1bn and extends its market leading position in HY 2025

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FE fundinfo’s Younes leaves firm to ‘start new chapter’

03-10-2026

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03-10-2026

Nomura AM hires CTI’s sustainable equity fund manager

03-10-2026

How CMB Monaco turned a luxury wealth management experience digital

03-12-2026

Over half of advised clients more worried about tax than a year ago, finds Wealthtime

03-11-2026

Fairstone snaps up £1.5bn wealth management firm

03-11-2026

Structures for the Great Wealth Transfer: comparing family succession vehicles

03-13-2026

Brown Shipley: Entrepreneurs act early as tax changes approach

03-10-2026

Kestrel Capital announces Nick Tucker as Chairman

03-17-2026

Europe’s largest private banks by AUM/NNA

03-17-2026

WisdomTree to Acquire Atlantic House Holdings Limited, Expanding Global ETF Lineup with Defined Outcome and Derivatives Capabilities

03-17-2026

The IA urges asset managers to prepare for UK crypto regime

03-17-2026

Arlene Ewing named new MD at Anderson Strathern Asset Management

03-17-2026

Pressure mounts on FCA as MPs call for regulatory overhaul

03-17-2026

Creating a redress system that works better for consumers and firms

03-17-2026

Pension Shock: Millions in Gen X are projected to have inadequate pensions – and they don’t know it yet

03-17-2026

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