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Wealth and Asset Management

11/08/2024

The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

11/08/2024

Global Private Banking Awards 2024: Winners and highly commended

This is testament to the growing quality of submissions and private banks’ increased focus on client needs.

11/08/2024

Moody's Ratings upgrades Raiffeisen Schweiz Genossenschaft's long-term deposit ratings to Aa2, outlook stable

The outlook on the long-term deposit ratings was changed to stable from positive, the outlook on the long-term senior unsecured ratings remains positive.

11/08/2024

Canaccord announces new charity partner in Jersey

These donations have come from staff contributions and odd lot shares donated by clients.

11/08/2024

Guernsey Finance Chief Executive receives Freedom of the City of London

The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.

11/07/2024

Close Brothers Asset Management and SEI Announce Strategic Partnership

Technology and Operational Outsourcing Drives Scale and Growth

11/07/2024

UK and US asset managers eye LTAF launches

The report has indicated that 78% of UK and US asset managers with a European presence are exploring LTAF launches to tap into this growing demand.

11/07/2024

SEB Asset Management calls on governments to act on climate crisis

The initiative – 2024 Global Investor Statement to Governments on the Climate Crisis – seeks to unify investor and financial sector voices to call for comprehensive action on the climate crisis.

11/07/2024

Valiant Remains on Track Despite Challenging Interest Rate Environment

Valiant reported a group profit of 105 million francs for the first nine months of 2024, an increase of 5,3 percent compared to the same period last year.

11/07/2024

Vontobel affirms strategy and targets, announces priorities

Vontobel is well-positioned to benefit from this environment.

11/07/2024

Waystone upgrades London office as demand for services grows

Waystone’s new office will serve as a central hub for its London operations, welcoming around 100 employees through its doors.

11/07/2024

Schroders Capital’s Insurance Linked Securities team scoops accolade at Digital Asset Awards 2024

Winners were evaluated through a comprehensive assessment framework that identified best-in-class entries based on key criteria such as innovation, transaction capability, interoperability and risk management.

11/07/2024

Exon Wealth Management: Pioneering the Future of AI-Based Trading

By harnessing cutting-edge technology and a data-driven investment philosophy, Exon Wealth Management is not only redefining trading strategies but also positioning itself as the leader in the industry.

11/06/2024

Nearly half of global family offices to reallocate to private equity, report finds

As family offices seek greater control, private equity and direct investments are increasingly forming key components of their long-term investment strategy, a report has found

11/06/2024

How to avoid cashflow pitfalls when selling your business

The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.

11/06/2024

Wealth firm Perspective celebrates deals century

Perspective Financial Group has bought nine market operators.

11/06/2024

A call for change: three main challenges that the wealth management industry has to address

For the wealth management industry, the UK presents a particular interest — 14% of the overall population is considered to be high-net-worth individuals (HNWIs).

11/06/2024

Before AI met wealth management & the tech challenges we forget about

In less than two years, AI’s potential has become widely recognised, with wealth management being no exception.

11/06/2024

Carne: 82% of UK asset managers considering LTAF launch

Less than a quarter of wealth managers currently use an LTAF or ELTIF

11/06/2024

Citywire Wealth Manager announces its Top 100 Investment Managers 2024

This achievement is a testament to their exceptional talent and dedication to delivering outstanding results for their customers.

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Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards

10-27-2025

Chancellor launches Scale-up Unit in Leeds to help firms grow

10-27-2025

Addleshaw Goddard advises Reclaim Fund on expansion of the UK Dormant Assets Scheme into the Investment and Wealth Management sector

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Apollo to open Paris office for private-wealth push

10-27-2025

Wealth management firm relocates HQ to former 19th century country home

10-27-2025

TISA warns higher SPA could leave future retirees financially exposed

10-27-2025

IGI strengthens reinsurance portfolio with London appointment

10-28-2025

Clifton Wealth adds Wesleyan fund to adviser platform

10-27-2025

Van Lanschot Kempen Switzerland hires IAM's risk chief

10-30-2025

Vontobel 9-month 2025 trading update

10-30-2025

Private Markets Annual Report 2025

10-30-2025

Family businesses are typically overvalued by their own leadership – by approximately 30%

10-30-2025

Standard Chartered PLC Q3’25 Results

10-30-2025

Generali and BPCE likely to abandon asset management merger – report

10-30-2025

Mortgage momentum holds in September but Budget jitters rising

10-30-2025

Millionaire Aviva boss died of 'multiple traumatic injuries' after his Aston Martin veered off country lane and crashed into tree, inquest hears

10-30-2025

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