04/17/2025
UBS Loses Crown as Most Valuable Continental European Bank
The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.
Wealth and Asset Management
04/17/2025
Wealthy families embrace systemic rethink to impact investing
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
04/17/2025
Pictet Research Institute: BRICS+ and the Great Power competition: investment opportunities
This intergovernmental organisation originated with Brazil, Russia, India and China and is already showing it can turbo charge growth.
04/17/2025
UBS executives: Wealth ‘referral awards’ don’t work
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
04/16/2025
Julius Baer Manager Leads New British Asset Manager in Geneva
The new asset manager is set to start operations in early 2025, upon its license approval by Finma.
04/16/2025
Third Quarter FUMA Update
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
Five Arrows announces final close for sixth secondaries fund at €2 billion, materially surpassing its target
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
Benchmark buys remaining minority stake in £4bn Oculus network
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
UK’s Richest Trader Adds Billions to Wealth on XTX Results
He’s now the world’s 164th-richest person, and the third-wealthiest in the UK.
04/15/2025
Business Awards UK 2025 Wealth Management Awards Winners and Finalists Revealed
Business Awards UK congratulates all winners and finalists for their remarkable accomplishments and their ongoing commitment to delivering exceptional value to clients across the wealth management landscape.
04/15/2025
Quilter Cheviot and Quilter WealthSelect Managed Portfolio Services now available on AJ Bell’s Platform
By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.
04/15/2025
Pantheon expands international private wealth offerings with evergreen private credit secondary fund
The Fund will invest in direct lending strategies and opportunistic credit strategies, aiming to deliver a compelling combination of yield and compounding.
04/15/2025
Europe’s billionaires—who pay their family office CEOs $370,000 a year—are worried they can’t find the talent to manage their fortunes
The biggest obstacle, however, is finding suitable people to manage their fortunes.
04/15/2025
Schroders appointed by Scottish Friendly to run £2.1 billion multi-asset and insurance mandate
The mandate reinforces Schroders’ position as an insurance asset management leader and expert in delivering actively managed and tailored investment solutions.
04/15/2025
Tatton net flows increase by £3.7bn as board chair retires
This increase to £1.855 bn in H2, an average of £309m per month.
04/14/2025
TrinityBridge announces opening of new Guildford Office
This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base
04/14/2025
Asset Management Pioneer Poised for Its Next Growth Leap
In this context, an asset manager with more than 20 years of experience is well-positioned to play a pioneering role.
04/14/2025
Benchmark completes takeover of advice network Oculus Wealth Management
The Schroders-owned firm has controlled £4bn network Oculus since December 2022.
04/14/2025
Julius Baer Guernsey wins big seven years in a row
This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.
04/14/2025
AAB Wealth enters London market with Magus Wealth deal
The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.