03/18/2025
Phoenix to launch retirement advice service
The pension provider indicates that it will seek to enter the advice market as it looks to ‘leverage the opportunities that the retail market presents’.
Wealth and Asset Management
03/18/2025
Hampden Bank Moves to New Edinburgh Office and Rebrands
Hampden Bank is set to report continued growth in its 2024 annual results next month and will mark its 10-year anniversary in June.
03/17/2025
Credit Suisse turned down takeover bids one year before collapse
Credit Suisse would have retained a 25% stake, and the new owners would have provided clients with financial products.
03/17/2025
So, what has GAM’s new global equity chief done in his first year?
Paul Markham arrived amid a wave of change at the Swiss asset manager. He speaks to Citywire Selector about recruitment, renewal and what comes next.
03/17/2025
Fairway Group sees eight team members secure Management Development Accreditation
The accreditation is recognised by The Institute of Leadership and Management (ILM).
03/17/2025
Deutsche Bank publishes 2024 Annual Report and confirms outlook for 2025
The Annual Report includes the bank’s Consolidated Financial Statements, the 2024 Compensation Report and management’s outlook for 2025.
03/17/2025
UBS CEO Sergio Ermotti’s Salary Draws Attention
The remuneration for CEO Sergio Ermotti, in particular, has drawn attention.
03/17/2025
TrinityBridge – the renamed Close Brothers AM business- begins new chapter as an independent wealth manager with £35m investment
A central focus of this investment is the development of a new investment platform, which is being built through strategic partnerships with industry-leading firms.
03/14/2025
Ritholtz Wealth Management CEO Josh Brown Invests in FINNY, Joins Advisory Board to Help Scale AI-Powered Organic Growth for Financial Advisors
Brown joins an advisory board that includes industry heavyweights such as Arun Anur, chief operating officer at wealthtech juggernaut Orion.
03/14/2025
VP Bank Promises Improvement
After the disastrous year of 2024, VP Bank aims to grow and increase revenue in the current year.
03/14/2025
Len Blavatnik: Family offices ‘should invest’ to power growth of UK life sciences sector
Philanthropists and family offices have a vital role to play by seizing the high-risk, high-reward opportunities that can lead to groundbreaking innovation, said Sir Leonard Blavatnik
03/14/2025
‘We’re not the US!’: Wealth managers stand by DEI
UK wealth managers pledge to keep DEI targets as regulators scale back their demands.
03/13/2025
VP Bank records a group net income of CHF 18.5 million and is on track with its package of measures to increase efficiency
Client assets under management rose by 9.5 per cent, while the new money inflow was 3.6 per cent.
03/13/2025
Supporting Independent Asset Managers
The success of Luxembourg’s financial center with private clients continues to strengthen year after year.
03/13/2025
Investment trusts advisers and wealth managers recommend for your ISA
Young investors will want to take more risk, while those in retirement may be focused on income.
03/12/2025
Stonehage Fleming Appoints Sally Fernee As Group Head of Investment Management Operating Functions
Sally joins Stonehage Fleming from Lombard International where she acted as Group Chief of Staff
03/12/2025
EFG announces changes to the Board and Management team in Monaco
He will succeed JeanClaude Gourrut, who is retiring after 15 years in this role.
03/12/2025
Brookfield Wealth Solutions Subsidiary Receives Authorization in the United Kingdom
The license was issued following the successful completion of a comprehensive authorization process and confirmation the business has been fully capitalized.
03/11/2025
Clifton Wealth Partnership acquires seven adviser firms
The firms are from across England and Wales
03/11/2025
St. James’s Place takes multi-manager approach for its Global Smaller Companies fund
The managers have distinct geographic focuses and strategy characteristics to ensure diversification and to minimise overlap.