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JPMorgan, Deutsche Bank position for boom in ultra wealthy families

Top City banks ramp up hiring in key wealth hubs in the US, UK and Europe to cater for a growing class of millionaires and billionaires

Saffery Trust Associate Director and three Directors recognised in 2025 Global Elite directory

Donna and Lee join Guernsey and Cayman Director Lisa Vizia and Trust Director Dominic Lawton-Smith who have both retained their listing.

Fairstone and JP Morgan Asset Management partner on MPS range

Fairstone will seed the new range with over £500m on day one and anticipates that it will drive incremental assets into its MPS ranges of £2bn over the next 12 months.

Wealth in 2025: what is the best strategy?

Wealth firms are evolving to engage families, address intergenerational wealth transfer, and embrace emerging industries.

Peter Clark named as one of the 2025 PAM 50 Most Influential

Peter Clark, CEO, has been at the forefront of advancing service-led wealth management solutions for Bentley Reid’s private clients for almost 20 years.

Quilter reports record core net inflows of £5.2 billion in 2024

The increase of 3% in the quarter reflected net inflows coupled with broadly neutral markets and a positive contribution from Sterling weakness.

LOIM launches absolute return global macro strategy

The new strategy, DOM Global Macro, is run by a five-person team which joined from Credit Suisse last year.

Manx Financial Group Acquisition of CAM Wealth Group Holdings Limited and CAM Wealth Group Limited

Cam Wealth will provide synergies in conjunction with the Group owned Isle of Man IFA, Edgewater Associates Limited.

Family offices and startups: a match made in heaven?

The flow of capital from family offices into early-stage UK companies could be a win-win situation

LHV Bank provides £7m loan for Manchester-based family office

The loan was for refinancing existing debt on a multi-let office building in Manchester City Centre.

Planning for 2025: Wealth management for US expats in the Netherlands

Expats can be faced with a lot of questions about their finances, and will have to spend time finding out what is and isn't allowed for US citizens living abroad.

Bpce: BPCE and Generali to Create the Largest Asset Manager in Europe by revenues and a Major Player Worldwide

BPCE (through Natixis IM) and GIH would each own 50% of the combined business with balanced governance and control rights.

Launch of “Investcorp Wealth” Mobile App

The secure digital application will provide a gateway to private market investing through one convenient and user-friendly application.

Turkey’s first multi-family office sets out plans for international growth

The obvious choice was to follow in the footsteps of her father Murat, one of the country’s top lawyers.

Mid-market delusion grips UK wealth managers

The ‘mass affluent’ market could be big, but it isn’t big enough for everyone to win

BNP Paribas urges investors to diversify

With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders.

Quilter’s WealthSelect responds to recent bond market performance with ad hoc rebalance

The team has increased the fixed income allocation at the lower risk levels within the range.

Rathbones’ CEO Paul Stockton: ‘We’re a bit more Middle England than Monaco’

The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram

TISE reports double digit listings growth and new records in 2024

The total market value of all listed securities surpassed the £750 billion mark for the first time, reaching £756 billion at the end of December.

Julius Baer forecasts high single-digit returns for 2025

Julius Baer also noted that 2025 would be a good year for bonds despite higher inflation, according to its 2025 outlook.

Wealth and Asset Management