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Wealth and Asset Management

05/16/2025

Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth

As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.

05/16/2025

UK ‘golden visa’ plans too little, too late, say wealth managers

The UK government is currently weighing a visa scheme that would grant residency to individuals who commit substantial capital to high-growth sectors such as life sciences, artificial intelligence, and renewable energy.

05/16/2025

Sarasin & Partners unveils risk-rated multi-asset suite

The team believe this flexibility will be increasingly beneficial in a rapidly changing global economic environment.

05/15/2025

New SJP boss James Rainbow scoops £2m share award after giving up Schroders deal

Chief executive of SJP Wealth Management will have to stick with the firm for three years to collect over 200,000 vesting shares

05/15/2025

Private banking in a fragmented world: insights from Xavier Bonna, Managing Partner at Lombard Odier

In a world increasingly defined by fragmentation and volatility, the role of private banking has never been more critical – or more complex.

05/15/2025

LGT recognised at the PWM Wealth Tech Awards 2025

These accolades highlight LGT’s innovative strength and its ongoing commitment to digitalisation and artificial intelligence.

05/15/2025

Standard Chartered and Plan International UK renew partnership to tackle youth unemployment in Asia

Funded by Standard Chartered Foundation, the partnership aims to empower thousands of young women and people with disabilities to secure decent jobs and strengthen youth economic empowerment across Asia

05/15/2025

Rothschild & Co expands Wealth Management offering in Luxembourg

This strategic move is part of Rothschild & Co's ongoing commitment to providing first class Private Banking services to its clients across Europe.

05/15/2025

Deutsche Bank signs distribution deal with Coller Capital

Deutsche wealth clients across EMEA and Asia will gain access to the secondaries fund.

05/15/2025

Pictet Technologies opens a new financial tech hub in Lisbon

This new hub will contribute to Pictet's ongoing digital transformation, leveraging Portugal's vibrant talent pool and strategic location for advanced software services.

05/15/2025

Wealth Management Models Shift as Families Reevaluate Office Structures

With dedicated staff and resources, SFOs provide bespoke solutions tailored to the family’s specific needs.

05/15/2025

Wealth managers’ top income picks from every market outside the UK

Although the UK is a rich hunting ground for dividend-paying stocks, wealth managers have also found a wide range of international equity strategies for clients who want to receive regular income payouts.

05/15/2025

Quilter’s WealthSelect MPS smashes £20bn barrier

Responsible and sustainable portfolios now have combined AUM of £1bn after just three years

05/15/2025

HSBC to Trim Jobs in France

This is equivalent to approximately 10 percent of its workforce in the country.

05/15/2025

Aviva wealth division sees 15% drop in net flows for Q1

The provider attributed the drop in flows due to the outflow of assets of a large workplace scheme which had switched to another provider.

05/14/2025

The fee structure that helped NetWealth reach £1bn

The Bonham-Carter backed wealth firm attributes it's 'Network' feature as a core part of its success.

05/14/2025

Fiducia Advisers Named Among UK’s Top Rated Financial Planners for 2025 Introduction Title

Its Top Rated Guide is published annually and includes only advisers who have achieved exceptional client ratings based on transparency, service, and quality of advice.

05/14/2025

Ares opens Milan office in wealth push

FN revealed that the $546bn alternatives manager was mulling a move to Italy’s financial capital last year

05/14/2025

Vanguard Sees Fundamental Shift in Switzerland

Jonathan Decurtins, Senior Sales Executive Switzerland and Liechtenstein at Vanguard.

05/14/2025

Evelyn Partners Unveils Three-Year Partnership with the Netball Super League

Wealth Manager becomes official partner of the NSL to support the professionalisation of the women’s sport and boost financial education for female athletes to help them secure the same retirement opportunities as their male counterparts

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BNP Paribas presents the growth strategy of its commercial bank in Belgium (CPBB) and raises its profitability targets to 22% pre-tax RONE in 2028 and 25% in 2030

06-01-2026

UBS Global Family Office Report 2026: Family offices pivot to resilience as geopolitical risk and structural uncertainty reshape global portfolios

05-28-2026

Promotions at SZKB in 2026

05-28-2026

Butterfield Announces Agreement to Acquire Control of CIBC Caribbean in $1.8 Billion Transaction

05-28-2026

Northcote in talks to buy UK wealth manager

05-29-2026

Mackenzie Investments Announces Partnership with Waystone to Expand European Presence with Launch of Mackenzie UCITS Fund

05-28-2026

Central Banks under pressure as inflation risks re-emerge

05-29-2026

Delancey appoints capital strategies director

05-29-2026

Central banks, inflation, and the case for quality bonds

06-04-2026

Global millionaire population jumps by nearly 2 million in 2025, driven by strong stock market performance worldwide

06-04-2026

Unlocking European markets: a more efficient route into Europe for mid-sized UK investors

06-04-2026

Broadridge Appoints Ignacio Escobedo as Premier Account Leader for Southern

06-04-2026

British Friendly launches immediate needs annuity for long-term care

06-04-2026

Pensions UK Report: Figures paint dire picture of nation’s saving

06-04-2026

Utmost warns tax on wealthy non-resident property owners will be detrimental to UK

06-04-2026

Barclays removes monthly customer fee for self-directed investors

06-04-2026

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