04/24/2025
Analysts had been expecting funds under management at St James’s Place to continue rising from £190.2 to £197bn, underestimating the impact that market performance would have on the firm.
04/24/2025
LGT Group, the Liechtenstein princely family’s private bank and fund manager, stewards more than $650 billion of assets for banks, insurers, pension funds, family offices and rich folk.
04/24/2025
Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.
04/24/2025
The London-based advisory firm brings a fresh, client-focused approach to wealth management, co-founded by industry veterans.
04/24/2025
A quarter (25%) of respondents identified trade policies, including tariffs and international disputes, as one of the biggest barriers to UK economic growth.
04/24/2025
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter of 2025.
04/23/2025
The study with organisations invested in the sector found 87% believe fund managers will increasingly look at the potential to tokenise investment funds and asset classes over the next three years.
04/23/2025
The Swiss private bank EFG International is stepping into the breach.
04/23/2025
First quarter core net inflows were 181% higher than the comparable period in 2024 and were 16% higher than the then record fourth quarter 2024 level.
04/23/2025
The Technical Spotlight of the Spring 2025 edition looks at the complex area of gifting
04/23/2025
This renewed appetite from clients is not considered a passing trend either.
04/17/2025
The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.
04/17/2025
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
04/17/2025
This intergovernmental organisation originated with Brazil, Russia, India and China and is already showing it can turbo charge growth.
04/17/2025
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
04/16/2025
The new asset manager is set to start operations in early 2025, upon its license approval by Finma.
04/16/2025
Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ended 31 March 2025 ("quarter" or "Q3").
04/16/2025
This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.
04/15/2025
The firm has partnered with Benchmark since 2015, using its integrated platform, practice management and client portal technology solutions to grow its business.
04/15/2025
He’s now the world’s 164th-richest person, and the third-wealthiest in the UK.