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Wealth and Asset Management

05/19/2025

Quilter Cheviot moves 64-strong Birmingham team to Paradise

Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.

05/19/2025

Milan’s ‘Empty London’ Tax Bet Pays Off as UK Wealth Exits Soar

Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.

05/19/2025

Openwork's 2plan restarts growth after FCA lifts VREQ

The number of advisers in the network grew by 146 to 59

05/19/2025

‘Big won’t always win’: Why Quilter Cheviot wants to be more like a private bank

Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth

05/16/2025

Julius Baer fined over lapses in AML controls

FINMA’s decision focused on the bank's inability to detect or act on suspicious transactions from 2009 to 2019.

05/16/2025

Results of the Annual General Meeting of GAM Holding AG

The compensation report for 2024 was approved in a non-binding consultative vote.

05/16/2025

ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland

The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model.

05/16/2025

The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo

This decision represents a further step in the merger process.

05/16/2025

From dancing to banking: The value of diverse skills

Dancing is a tough profession in which you can never rest on your laurels

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.

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07-04-2025

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