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Nine Wealth Management achieves CISI Chartered Firm™ status

CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.

Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum

The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.

Asset Managers Seek Recipe for Further Growth

The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.

Welsh SJP partner firm gains Chartered Firm status

The firm has three Financial Planners as well as a managing partner, and four back-office staff.

Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros

Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers

Liontrust enhances trading operations through strategic collaboration with BNY

Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team

Praxis Celebrates Future Leaders Named in 2025 EPC NextGen Leaders list

The annual list highlights exceptional individuals with fewer than 15 years’ experience

LGT eyes Swiss onshore clients for next growth phase

Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.

First Wealth launches Sports and Entertainment arm to business

Recruitment for new division to lead expansion of planning business to sports and music stars.

VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 2025

They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.

EIB triples financing for banks to provide liquidity to SMEs in the supply chain of Europe’s defence industry, signs first deal with Deutsche Bank

The EIB is also triggering the new facility through an inaugural agreement with Deutsche Bank, providing long-term liquidity earmarked for security and defence investment projects.

Julius Baer Group Ltd. to redeem Perpetual Tier 1 Subordinated Bonds issued 25 June 2019 on first call date

Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.

Norges Bank and Banca Mediolanum to back Mediobanca's bid for Banca Generali

It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.

Nordnet Launches Major Private Banking Initiative – Aims to Become a Leader in Sweden

In addition to the new customer categories, Nordnet's Private Banking service has received a new design, updated prices for stock trading, and a progress bar showing the customer's position between the different categories.

Oakglen Wealth acquires Homebuyer Financial Services Limited

This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.

Marsh McLennan’s Mercer to acquire Fundhouse

The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector

Family offices recalibrate private assets strategies

This helps families seeking either liquidity exits or faster-turnaround entry points, says Anne McCosker, head of lending at Citi Wealth.

Brooks Macdonald launches Retirement Strategies to deliver clarity, choice, and confidence to advisers and clients

These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.

Tatton AM sees record £3.7bn inflows

AUM also increased by 24%

Amundi plans 50 layoffs in Italy by year-end

The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.

Wealth and Asset Management