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The wealth management partner that helps high earners achieve their full financial potential

Unio gives peace of mind to clients while helping them unlock confidence in their financial futures

Global Private Banking Awards 2024: Winners and highly commended

This is testament to the growing quality of submissions and private banks’ increased focus on client needs.

Moody's Ratings upgrades Raiffeisen Schweiz Genossenschaft's long-term deposit ratings to Aa2, outlook stable

The outlook on the long-term deposit ratings was changed to stable from positive, the outlook on the long-term senior unsecured ratings remains positive.

Canaccord announces new charity partner in Jersey

These donations have come from staff contributions and odd lot shares donated by clients.

Guernsey Finance Chief Executive receives Freedom of the City of London

The nomination was made by Lord Mayor Professor Michael Mainelli himself, who is the 695th Lord Mayor of the City of London.

Close Brothers Asset Management and SEI Announce Strategic Partnership

Technology and Operational Outsourcing Drives Scale and Growth

UK and US asset managers eye LTAF launches

The report has indicated that 78% of UK and US asset managers with a European presence are exploring LTAF launches to tap into this growing demand.

SEB Asset Management calls on governments to act on climate crisis

The initiative – 2024 Global Investor Statement to Governments on the Climate Crisis – seeks to unify investor and financial sector voices to call for comprehensive action on the climate crisis.

Valiant Remains on Track Despite Challenging Interest Rate Environment

Valiant reported a group profit of 105 million francs for the first nine months of 2024, an increase of 5,3 percent compared to the same period last year.

Vontobel affirms strategy and targets, announces priorities

Vontobel is well-positioned to benefit from this environment.

Waystone upgrades London office as demand for services grows

Waystone’s new office will serve as a central hub for its London operations, welcoming around 100 employees through its doors.

Schroders Capital’s Insurance Linked Securities team scoops accolade at Digital Asset Awards 2024

Winners were evaluated through a comprehensive assessment framework that identified best-in-class entries based on key criteria such as innovation, transaction capability, interoperability and risk management.

Exon Wealth Management: Pioneering the Future of AI-Based Trading

By harnessing cutting-edge technology and a data-driven investment philosophy, Exon Wealth Management is not only redefining trading strategies but also positioning itself as the leader in the industry.

Nearly half of global family offices to reallocate to private equity, report finds

As family offices seek greater control, private equity and direct investments are increasingly forming key components of their long-term investment strategy, a report has found

How to avoid cashflow pitfalls when selling your business

The best way to do this is by creating a wealth plan that details your and your family’s medium-term financial needs and aspirations, along with an investment strategy designed to support these goals.

Wealth firm Perspective celebrates deals century

Perspective Financial Group has bought nine market operators.

A call for change: three main challenges that the wealth management industry has to address

For the wealth management industry, the UK presents a particular interest — 14% of the overall population is considered to be high-net-worth individuals (HNWIs).

Before AI met wealth management & the tech challenges we forget about

In less than two years, AI’s potential has become widely recognised, with wealth management being no exception.

Carne: 82% of UK asset managers considering LTAF launch

Less than a quarter of wealth managers currently use an LTAF or ELTIF

Citywire Wealth Manager announces its Top 100 Investment Managers 2024

This achievement is a testament to their exceptional talent and dedication to delivering outstanding results for their customers.

Wealth and Asset Management