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The future of wealth: What industry experts are saying

In this insight we outline some of the key topics discussed at the forum and the impact they may have on the future of wealth.

Track to the Future – with HSBC Asset Management’s Dan Rudd

How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months

Rathbones continues to cut roles in search of £60m Investec savings

Wealth management mega-merger sees more jobs cut in hunt of savings.

Bellevue expects halving of net profits

The speciality healthcare fund firm has seen a decline in earnings following a drop in assets under management.

Lombard Odier: Zurich EAM Desk Reaches the Next Level

What sets the Zurich team apart from EAM desks at other private banks is the suite of tools at their disposal.

Partners Group agrees to acquire real estate platform Empira Group

The transaction will enhance Partners Group’s position as a global real estate investor and support its ambitious growth plans as the asset class enters a new paradigm for investing.

Schroder AsiaPacific Fund plc - Full Year Results

The Company made a positive return over the period, with a NAV total return of 16.5% though this lagged the benchmark return of 17.3%.

SJP clients face £3mn bill for funds they are locked into

Clients will receive some payment as assets are sold over the coming two years.

Schroders Investment Outlook 2025: Look beyond recent winners for return opportunities

For global equities, the dominance of technology and AI has characterised this year's market, but the shifting dynamics suggest the potential for other sectors and regions to emerge.

IAM Valeur Group buys two Swiss companies

All staff at Anova Partners and Mayfair Financial Services will be retained, taking the group employee count to 90.

Quilter Cheviot launches investment proposal tool to streamline advisers’ processes

The investment proposal tool aims to lessen the amount of time it takes to create reports for clients reflecting their recommendations.

BNP Paribas Wealth Management presents its five most relevant investment themes for 2025

Finally, the AI investment wave and the will for energy transition will create new opportunities in the Healthcare, Energy and non-tech sectors that can put AI models to profitable use.

Lombard Odier Faces Legal Indictment For Money Laundering

Swiss private bank under fire as authorities charge it with money laundering amid growing scrutiny

J. Safra Sarasin Group Completes the Acquisition of MIV Asset Management AG

MIV will maintain its existing investment strategy and organisational structure to ensure solid performance and uninterrupted service for clients.

Another cantonal bank joins AMAS

This means that nine cantonal banks are now members of the association.

Brooks Macdonald completes acquisition of Lucas Fettes Financial Planning

The acquisition will enhance the Group’s financial planning capability and enhance its presence in East Anglia.

Citigroup Exits Asian Retail Banking Market In Shift To Wealth Management

The move has reshaped markets and sparked conversations about its impact.

The Greening Jersey Trust

The Trust is working alongside expert charities to ensure that the sites and projects selected are those that will benefit most from the scheme.

Rothschild & Co wins in three categories at this year's Mergermarket European M&A Awards

These awards reflect Global Advisory’s unrivalled levels of M&A activity in these markets over the last 12 months.

Söderberg & Partners takes stake in three more UK advice businesses

With over £3bn in assets, Hoyl is renowned for building long-lasting client relationships and consistently delivering high-quality financial advice to the highest professional standards.

Wealth and Asset Management