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Wealth and Asset Management

04/04/2025

Pictet promises smarter stock picks with new AI hedge fund

The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.

04/04/2025

Eric Sturdza AM secures Finma licence

ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.

04/03/2025

LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025

This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.

04/03/2025

Quilter Cheviot Europe launches three new funds

The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.

04/02/2025

Arbuthnot Latham named Private Bank of the Year at the 2025 COLWMAs

We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs

04/02/2025

Cazenove Capital named as ‘The UK’s Best Wealth Manager’ in the Euromoney Private Banking Awards 2025

We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.

04/02/2025

Titan Wealth strengthens pensions offering with acquisition of Workplace Advice Group

Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.

04/02/2025

Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI

Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button

04/02/2025

Mirabaud and AltamarCAM Partners launch an evergreen semi-liquid private equity strategy

The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021

04/01/2025

Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel

Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.

04/01/2025

Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025

The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.

04/01/2025

For the first time, EUROMONEY rewards a Swiss independent wealth manager: NOVUM CAPITAL PARTNERS

Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.

04/01/2025

Fairstone targets £40bn AUM as it reaches £20bn milestone

Enhancements to its DBO model are designed to dovetail with its new 5-year strategy

04/01/2025

ROYC and BCG: Capturing Wealth Management’s $3 Trillion Private Market Opportunity

Taken together, investor demand, product innovation and regulatory change should lead to continued growth.

04/01/2025

Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence

All UBP London-based teams will move into a new office in Marylebone later this year.

04/01/2025

Alex Friedman and Larry Hatheway close non-profit ‘action tank’

The duo, who both held senior roles at UBS and GAM, launched Jackson Hole Economics in 2020.

04/01/2025

Rathbones Group Plc - 2025 Annual General Meeting

This year, the Board has also made arrangements to enable shareholders to attend and participate in the meeting electronically should they wish to do so.

03/31/2025

Lombard Odier named world’s best private bank in two categories at the 2025 Euromoney Awards

The award recognises our integrated approach to succession planning, in which we ensure the next generation is fully included throughout the process.

03/31/2025

Hoxton Wealth unveils its first office in North West England

The team will be headed up by Jonathon Jay, the company’s UK managing director

03/31/2025

Lombard Odier wins best technology outsourcing solution at the WealthBriefing European Awards 2025

This accolade is a testament to our dedication to delivering cutting-edge solutions that address the evolving needs of our private and institutional clients, including our Business Process Outsourcing (BPO) partners.

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Faulty Post Finance records made company payments appear personal

11-09-2026

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11-10-2026

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11-06-2026

Quilter appoints Tim Freeman as technology adoption director

11-06-2026

Reporting requirement changes to lead timing of UK AIFM reforms

11-10-2026

Suntera strengthens UK fund services proposition with acquisition of Thornbridge Investment Management LLP

11-10-2026

BlackRock launches equity fund on UK retirement platform

11-09-2026

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11-09-2026

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11-12-2026

CMA wants Apple to open up iPhone contactless technology to rivals

11-12-2026

Why Europe’s power and resources opportunity can cope with AI jitters

11-12-2026

Conor McNicholas recognised at Citywealth Future Leaders Awards 2026

11-12-2026

Plenisfer appoints Pictet’s Malik as senior fixed income manager

11-12-2026

Sovereign wealth and public pension assets to hit US$58.7 trillion by 2030

11-12-2026

Standard Life offers Invesco £2.5bn of new equity mandates

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Level 20 Appoints Emma Watford as new Chair

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