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Wealth and Asset Management

05/29/2025

Hoxton Wealth secures over £1M in tax refunds for clients

Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.

05/29/2025

Swiss Banking Between Confidence and Self-Reassurance

Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.

05/29/2025

UBS Global Family Office Report 2025 published: All eyes on the global trade war

The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.

05/29/2025

HSBC reportedly cuts analyst positions in restructuring effort

This decision also involves the termination of Steven Major, the global head of fixed income research.

05/29/2025

JTC Group in Guernsey Named Best Fund Administrator in Global Awards

The JTC Group has had an office in on the Island since 2011

05/29/2025

Market volatility, economic uncertainty not stopping HNW wealth transfer

Most (59%) respondents say they are bearish on their market outlook but around half of these also feel confident that they have the right plan

05/28/2025

SIX Recognized at Global Custodian Awards 2025

SIX has been strengthening its European custody operations

05/28/2025

Saffery Trust finalist in Private Client Awards

Nominated in the Private Client Trust Company category, the firm has already won this award twice before.

05/27/2025

NatWest Gets Ready for Life After UK Government Ownership

Seventeen years after its bailout, the British bank is preparing for a new era

05/27/2025

Natixis to merge two affiliates, forming $40bn thematics boutique

Natixis plans to merge affiliates Mirova and Thematics AM by the end of the year.

05/27/2025

Nedbank Private Wealth Named One of The Sunday Times UK Best Places to Work 2025

Nedbank Private Wealth, with its Jersey office in St Helier, provides expert wealth management services to Channel Island residents and high-net-worth clients across the world, is the only private bank to rank on The Sunday Times UK 115 ‘Big Best Pl

05/27/2025

Close Brothers slapped with a downgrade after rocky third-quarter

The bank said fees and expenses were still at an “elevated level” in the recent quarter as net expenses jumped to £13.9m.

05/23/2025

Jupiter to cut another £15m of costs in turnaround battle

The asset manager has identified further cost cuts as part of an ongoing strategic review.

05/23/2025

Netwealth seeks to reshape relationships with private investors

Reflecting on her 25-year banking career, Ms Ransom says her later move into private wealth brought deeper, more personal relationships.

05/23/2025

Saltus to acquire specialist financial planning business Delta Financial Management

The acquisition represents the next step in Saltus’ long-term strategy of expanding its financial planning capabilities through the integration of high-quality, client-centric businesses.

05/23/2025

Piguet Galland accelerates its digital transformation with a new platform

The objective is to redefine the banking experience for the clients of Piguet Galland.

05/23/2025

Citywealth Forum 2025 highlights Jersey’s role in wealth management

She pointed out the advantages of Jersey as a leading IFC, such as stability, legal certainty and the excellence of infrastructure.

05/23/2025

Meet Maeve: Cazenove Capital’s initiative for women in wealth

Jennifer Perry and Sandra Dailidyte at Cazenove Capital discuss their women-in-wealth initiative, Maeve, and what it means to have greater female representation in the financial services industry.

05/23/2025

Bridgepoint in talks to buy wealth management firm Finzzle Groupe

The Toulouse, France-headquartered company comprises 11 operating subsidiaries.

05/23/2025

BlackRock makes raft of changes to multi-asset MyMap range

World’s largest asset manager unveils one new launch, one closure and the intention adjust an existing strategy in the UK-focused line-up.

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

06-25-2025

Wealth transfer requires steep rise in investor knowledge

06-25-2025

Ensuring financial futures after the final whistle company- Tweed Wealth Management

06-26-2025

LGT and iCapital Join Forces for Alternatives Investing

06-26-2025

‘Way too cheap’ – Tax experts question Reform’s £250K non-dom plan

06-25-2025

The Great Wealth Flight: Millionaires Relocate in Record Numbers

06-26-2025

Weatherbys head of financial planning achieves rare double

06-25-2025

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

06-25-2025

Redington CEO steps down after Gallagher deal

07-01-2025

Antonia Murga appointed Market Head Latin America

07-01-2025

ECB Proposes Redirecting Retail Savings to Capital Markets for Growth

07-01-2025

Team announce interim results and plans for UCITS launch

07-01-2025

How ERI is staying agile for the next generation of wealth management

07-01-2025

Business owners face new risks around tax, cyberattacks and succession planning in 2025

07-01-2025

Handelsbanken research reveals generational differences in financial habits

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IPTF warns of growing misrepresentation risk in protection

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