09/17/2025
Azalea Wealth Management, Hartlepool, opens new office
The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.
Wealth and Asset Management
09/17/2025
J.P. Morgan Private Bank confirmed as Northern Leaders sponsor
BusinessCloud’s 2025 Northern Leaders list will be published later this month ahead of our awards evening on November 20th
09/17/2025
Santander’s Openbank launches crypto trading in Germany, eyes Spain
Santander’s digital bank has launched crypto trading in Germany, with a rollout to Spain planned as Europe’s largest lenders accelerate crypto services.
09/17/2025
Women to invest less of their inheritance from the great wealth transfer
What adds to the situation is that females are almost twice as likely as men (27% vs 15%) to seek investment guidance from social media and ‘finfluencers’ rather than financial advisers.
09/17/2025
Keyrock acquires Turing Capital in Luxembourg expansion
The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management
09/17/2025
Hoxton Wealth brings in Global Employee Assistance Programme to create a workplace where wellbeing comes first
The programme, which has been launched in partnership with Lyra, the largest employee wellbeing provider in the world
09/17/2025
LGT continues its growth trajectory: Private banking team to launch in Munich from 2026
The move marks the next step in LGT’s successful expansion in Germany since entering the market in 2022 and sees it further grow its position in the German market.
09/16/2025
Afin Bank launches High Net Worth mortgage proposition
Affordability will be based either on verified net assets or a mix of income and assets.
09/16/2025
JTC Reports Strong Organic Growth and Good Momentum in Interim Financial Results 2025
Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.
09/16/2025
Fagerhult Named ABG Private Banking's Top Pick of the Week - Sees Over 70% Upside
While Fagerhult is on the cusp of a potential earnings upswing, its shares are currently trading at attractive levels.
09/16/2025
HSBC deploys Wealth Intelligence for its wealth management staff to enhance client experience
Wealth Intelligence offers fast and simple access to the comprehensive range of reports published by the bank’s award-winning Chief Investment Office.
09/15/2025
Julius Baer warns of ‘deeper risks’ behind private equity’s dividend recaps
The private banking group’s head of private markets strategy says dividend recapitalisations can weaken companies at critical moments.
09/15/2025
National ‘future leader’ recognition for Crestbridge Family Office Services
Through her inclusion in the national list, she is noted as combining a strong academic record and class topping exam results with a firm commitment to continuous self-improvement and professional development.
09/15/2025
PFS Autumn Roadshow explores AI in wealth management
At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.
09/15/2025
Building the future of Swiss finance – Lombard Odier’s new headquarters is Herzog & de Meuron’s latest architectural masterpiece
The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing
09/15/2025
Indosuez Wealth Management Expands European Private Markets Funds for Asian Clients
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.
09/15/2025
Cazenove manager launches own firm nine months after Whitley deal
Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.
09/12/2025
Lazard CEO and Chairman Peter Orszag’s Growth Strategy and Middle East Expansion Featured in Bloomberg News
The Abu Dhabi office will complement Lazard’s established presence in Riyadh, enhancing localized coverage as regional entities pursue economic diversification and deploy billions in global investments.
09/12/2025
Helvetia and Baloise have received further approvals for their planned merger and have set a date for closing the transaction
In April, Helvetia and Baloise announced their agreement to merge as equals.
09/12/2025
HSBC UK Private Bank grows regional presence with Wealth Centre launch
It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.