09/05/2025
Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions
The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.
Wealth and Asset Management
09/05/2025
Lombard Odier Gives Swiss Private Banking a New Face
From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.
09/05/2025
Taxation of trusts is ‘complex’ says wealth management expert
Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.
09/05/2025
Oberon Investments eyes acquisition of UK Wealth Management division
The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.
09/04/2025
Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”
Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.
09/04/2025
Lombard Odier inaugurates landmark new headquarters in Geneva
As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.
09/04/2025
Clifton Wealth adds £146m with pair of acquisitions
The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.
09/04/2025
Evelyn Partners to kick off sale process next month
Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant
09/03/2025
Brown Shipley cuts costs with ‘planned decrease in staff numbers’
More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.
09/03/2025
Quilter adds ZEDRA as professional trustee service provider
For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.
09/03/2025
Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year
Management fees amounted to CHF 854 million, up 5% year-on-year
09/03/2025
Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
09/03/2025
Helvetia Half-year financial statements
Here you will find all relevant information about the half-year financial statements.
09/03/2025
M&G plc Half Year 2025 Results
Strong net flows from open business of £2.1 billion
09/03/2025
ITN Pension Scheme appoints Van Lanschot Kempen as its fiduciary manager
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
Putting cash to work as summer ends…and rates fall
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
09/02/2025
Rothschild & Co significantly expands its Wealth Management presence in Dubai
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.
09/02/2025
7iM Unveils Powerful New Digital Reporting Feature for Advisers
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.
09/02/2025
Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group
Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients