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Wealth and Asset Management

07/11/2025

German Finance Minister attacks Andrea Orcel

Unicredit made a major investment in Germany's second-largest private bank in the fall.

07/11/2025

Fourth Quarter FUMA Update

The Board anticipates the full year performance to be in line with market expectations.

07/11/2025

CCLA sold to Jupiter Fund Management for £100m

In addition to charities, CCLA also serves religious institutions and local authorities. It has total funds under management of over £15bn.

07/11/2025

Mark Dampier: Should wealth managers do more to justify their fees?

Now, I’m not one to throw stones from a glass house, but one friend’s portfolio gave me pause.

07/11/2025

Quilter becomes the Title Partner of the Quilter Nations Series in November 2025

The new partnership with Six Nations Rugby sees a return to the sport for Quilter.

07/11/2025

HSBC UK unveils wealth centre to attract affluent clients

The bank opens a $5m flagship space in St James’s, aiming to mirror its successful Asian wealth model and strengthen international investment links.

07/11/2025

St. James’s Place comments on the future of the Triple Lock

There are other options such as freezing the State Pension and increasing access to Pension Credit which might be a more pragmatic route – it’s already in place and better targeted to those who need help most.

07/11/2025

Ex-Maerki Baumann manager launches private markets firm

Aurea Partners, launched by Raphaela Schröder and Reto Börlin, will support private markets managers with their entry into Switzerland, and help them navigate the local market and regulations.

07/10/2025

PIMCO Announces New Partnership with Aditum in the United Arab Emirates

Aditum Launches Two Funds Offering Access to PIMCO Strategies

07/10/2025

The European asset management industry: Navigating volatile times

Macroeconomic uncertainty and weaker profits are forcing the industry to rethink its business and operating models.

07/10/2025

HSBC spends £3.5m on its first UK wealth centre

The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.

07/10/2025

How to optimise family offices and strengthen family governance in a fast-moving world

Yet, alongside these shifts, some best practices have endured across generations, ensuring long-term success and stability.

07/10/2025

Why tech is key to managing the great wealth transfer

These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.

07/10/2025

EFG International stock downgraded to Neutral by Citi on valuation

The investment bank concluded that while it remains positive on EFG’s medium-term outlook, the risk-reward profile now appears "more balanced" with the current valuation looking "fair" following the recent share price appreciatio

07/10/2025

Liontrust reports £1.1bn outflows but assets remain steady

Liontrust said 73% of its funds were in the first or second quartile of their sectors since inception as of 30 June.

07/09/2025

Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women

As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.

07/09/2025

Deutsche Bank consolidates wealth services for enhanced client focus

A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.

07/09/2025

Navigate Capital Management merges with Partners Wealth Management

NCM is a well-established financial planning and independent advice firm based in Surrey.

07/09/2025

Edmond de Rothschild Asset Management ranked among the Top 200 Asset Managers in Europe by Funds Europe

The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.

07/09/2025

Quilter Cheviot renames sustainable funds under new FCA labelling rules

From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.

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Two individuals sentenced to a combined 12 years for £1.5m crypto fraud

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07-07-2025

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07-08-2025

Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women

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Deutsche Bank consolidates wealth services for enhanced client focus

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07-11-2025

Fourth Quarter FUMA Update

07-11-2025

UK and France partner on navigation systems to protect critical infrastructure from hostile threats

07-11-2025

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