04/09/2025
While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.
04/09/2025
All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.
04/09/2025
The alternative asset manager’s range of evergreen funds is to be made available to Bergos’ clients.
04/08/2025
The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.
04/08/2025
On 31 March 2025, the Company’s AUM totalled £25.3 billion, representing a decrease of 25.7% over the three-month period.
04/08/2025
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
Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.
04/07/2025
The co-CEO of EQ Investors has weathered Trump and the ESG backlash.
04/07/2025
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
Bergos Crossroad will also be available to customers who do not use Bergos for private banking.
04/04/2025
Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.
04/04/2025
With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.
04/04/2025
The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.
04/04/2025
ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.
04/03/2025
This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.
04/03/2025
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
We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs
04/02/2025
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
Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.
04/02/2025
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