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
Wealth and Asset Management
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.
03/31/2025
Investing in private assets – the “giant of the real economy”
Throughout the day a number of key themes emerged, chief among them the importance of portfolio diversification as a way to build portfolio resilience.
03/31/2025
Objectway Joins the UN Women’s Empowerment Principles to Champion Gender Equality
Through the participation in the Women’s Empowerment Principles network, Objectway is contributing to a broader movement that will shape a more equitable, inclusive, and progressive future for all.
03/31/2025
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies
Once customary regulatory approvals are achieved, Gramercy will become the delegate investment manager for all GAM’s EM Debt investment strategies.
03/31/2025
Sale of domestic Brazilian business successfully completed
Julius Baer Group announces the successful closing of the sale of its domestic Brazilian wealth management operation to BTG Pactual on 28 March 2025.
03/31/2025
Canaccord Wealth relocates in Newcastle following RBC Brewin raids
The new office in Strawberry Place signals the wealth firm’s intent to grow its North East proposition following a string of hires from RBC Brewin Dolphin.
03/31/2025
How Gen Z is changing the face of wealth management
Gen Z is not just inheriting wealth; they are redefining investment priorities.
03/31/2025
HSBC Asset Management launches hedge fund strategy
The portfolio will mostly allocate to the flagship hedge fund strategy HSBC Global Hedge Fund
03/31/2025
Hampden Bank reports strong financial results for 2024 and growth plans for 2025
The board has proposed a dividend to shareholders of 3.2p per share, doubling last year’s inaugural dividend.
03/31/2025
Evelyn Partners to complete the sale of Professional Services business to funds advised by Apax
Both businesses remain committed to pursuing a strong ongoing commercial relationship, underpinned by a mutual commitment to continuity in the services provided to clients, as well as ways to develop new growth opportunities together.
03/31/2025
Wealthy clients ditch DFMs for banks to get alts access
Access to alternatives is the ‘biggest differentiator’ for private banks in an environment where the investment approach is almost identical to those of wealth firms.
03/31/2025
Julius Baer’s new CEO has a turnaround plan: ‘He’s like a human dynamo’
Julius Baer has had three CEOs in eight years. Will Stefan Bollinger be the one who finally fixes the wealth manager?
03/28/2025
HSBC Eyes More Hires for U.K. Private Banking Arm — Financial News
The U.K. lender has shuttered its M&A and equity capital markets arm in the U.K. and Europe and has also taken an axe to jobs in sector teams.
03/28/2025
Luxembourg wants to modernise tools to account for digital assets
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Wealthtime owner buys Craven Street Wealth
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/28/2025
Vontobel successfully places a CHF 200 million inaugural senior unsecured bond
This transaction establishes Vontobel’s presence in the CHF senior bond market, adding diversification, stability, and flexibility to the company’s funding structure while reaching a broader investment base.
03/28/2025
Santander, the World's Best for International Latin American Clients by Euromoney
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
03/28/2025
Shackleton sets deadline for first round bids as wealth manager’s sale talks continue
‘Britain’s wealth manager’ is looking for up to £600m for the business
03/27/2025
Julius Baer to Open Lisbon Office in Southern European Push
It will move a team of 14 bankers