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Wealth and Asset Management

10/09/2024

Titan Wealth Group announces the creation of Titan Settlement & Custody

The newly created division underpins the Titan Wealth Group’s capability in custody and settlement services

10/09/2024

Sustainability Award | Digital Accessibility: A Step Towards More Inclusion

For the sixth time in a row, the HWZ, in collaboration with UBS, is awarding the Sustainability Prize for outstanding bachelor's theses.

10/09/2024

Redefining wealth management: How family offices can lead the charge in responsible investing

Family offices have traditionally been seen as guardians of wealth, focused on preserving and growing assets for future generations.

10/09/2024

BOS sees rising ‘non-dom’ flows from UK to Singapore

Non-dom describes a UK resident whose permanent home – or domicile – for tax purposes is outside the UK.

10/08/2024

Northern Trust AM to Grow Fixed Income in EMEA

As a result, in April this year Northern Trust Asset Management announced that Christian Roth has been hired as chief investment officer of global fixed income.

10/08/2024

Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m

As at 31 December 2023, assets under advice were c. £1.6bn

10/08/2024

UK financial planner Clarion WP bought by management team after nearly 40 years

Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice

10/08/2024

Alpian launches wealth management mandate from CHF 2,000

The new offering has an annual fee of 0.75% and includes the option for personal advice.

10/08/2024

JPMorgan to Base Group of Private Bankers in New Munich Office

JPMorgan has long been expanding its operations in the country

10/08/2024

Commerzbank Creates Division for Ultra-High-Net-Worth Clients and Family Offices

The unit will have new locations in Hamburg and Stuttgart, in addition to its existing teams in Berlin, Dusseldorf, Frankfurt and Munich.

10/07/2024

Cazenove Capital buys £1.5bn London family office

Cazenove Capital acquires Whitley Asset Management for an undisclosed sum.

10/07/2024

Global Wealth Management Group GSB partners with London-based Mumble Forum

Partnership will aim to empower financial health of the women networking club’s members

10/07/2024

HSBC AM launches equal weight S&P 500 tracker

The launch follows increased demand for equal weight solutions

10/07/2024

Santander Reorganizes Leadership Roles at Wealth Management Unit

Appointments are part of the changes done by new division head

10/07/2024

SJP investments boss: Value for money report doesn’t reflect ‘evolution’ of our funds

Sarah Ruggins tells FN exploring low-cost passive options remains ‘top priority’ for UK wealth giant

10/04/2024

Banque Cramer Boosts Profits for Geneva's Norinvest Group

The group’s cumulative consolidated operating income remained unchanged at 22,6 million francs, as stated in a press release on Friday.

10/04/2024

Julius Baer CIO names ‘surest way to negative alpha’

Yves Bonzon is wary of ‘horse race’ approaches, backtesting and various absolute return strategies.

10/04/2024

AMINA Bank participates with Tenity as global innovation partner

AMINA Bank becomes a Global Innovation Partner to provide crypto banking services

10/04/2024

Pictet Asset Management launches new fixed income strategy

The fund will be managed by Mathieu Magnin, Kyle Kloc and Frédéric Salmon

10/04/2024

Channel Islands stand out in Citywealth Powerwomen Awards 2025 shortlist

Amongst the Channel Islands based companies and those with branches on the Islands

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FCA seeks views on proposals to provide fair access to the London Stock Exchange’s data centre rooftop

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Brooks Macdonald founder Gumpel joins Downing

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09-09-2025

Philip Hoare joins Balfour Beatty as Group Chief Executive

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09-12-2025

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09-12-2025

BTA Finance partners with Avaloq to modernise wealth management operations

09-12-2025

Guernsey Financial Services Commission Launches Digital Finance Initiative

09-12-2025

Quantoz Payments Appoints Mark de Bos as Head of Finance

09-12-2025

Vanguard adds two new active global bond funds to fixed income range

09-12-2025

Daniel Hartert appointed to the ABN AMRO Supervisory Board, Arjen Dorland stepped down

09-12-2025

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