09/03/2025
Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Management fees amounted to CHF 854 million, up 5% year-on-year
09/03/2025
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
09/03/2025
Here you will find all relevant information about the half-year financial statements.
09/03/2025
Strong net flows from open business of £2.1 billion
09/03/2025
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
09/02/2025
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.
09/02/2025
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.
09/02/2025
Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients
09/02/2025
This is a model that can represent a strategic response to the growth of passive management
09/01/2025
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
09/01/2025
The settlement follows a series of lawsuits brought by shareholders in New York, who accused Credit Suisse leadership of ignoring glaring weaknesses in risk management during the years leading up to the bank’s downfall.
09/01/2025
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.
09/01/2025
A strategic partnership to streamline operations and scale access to private markets
09/01/2025
Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.
09/01/2025
Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters
09/01/2025
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
09/01/2025
Rebranding of Japan-based asset manager
08/29/2025
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”