03/10/2025
J. Safra Sarasin Group takes over Saxo Bank
This underlines the stability and continuity of the company and reinforces its long-term vision of creating added value for all clients, partners and employees.
Wealth and Asset Management
03/10/2025
Ludlow Trust acquire HSBC Trust Company (UK) Limited from HSBC UK Bank plc
Ludlow Trust is now the largest provider of trust services in the UK onshore trust advisory sector.
03/10/2025
Ruhi Ventures BV Announces Spin-Off of Advisory Division into RVC Ventures LLC - FZE
This strategic move allows Ruhi Ventures to concentrate on its core investment activities while enabling RuhiVC to expand its specialized advisory services.
03/07/2025
Close Brothers Asset Management renames itself ‘TrinityBridge’
The rebrand comes following completion of the sale by Close Brothers Group.
03/07/2025
Tindeco Financial Services AG Awarded “Best Wealth Management Automation Solution” by Global Private Banker
This prestigious accolade recognizes Tindeco’s revolutionary end-to-end technology that is transforming the way asset and wealth managers operate.
03/07/2025
Barclays’ £7.5 million bill joins growing list of bank IT issues
The Barclays incident alone will result in customers getting as much as £7.5 million ($9.7 million) in compensation
03/07/2025
Brickwood Asset Management Selects Northern Trust for Asset Servicing Solutions
Chosen by UK Boutique Manager as Single Strategic Provider for Front-to-Back Office Solutions
03/07/2025
AIB GROUP PLC 2024 Annual Results
AIB announces profit after tax of €2.35 billion and total distributions of €2.6 billion
03/07/2025
Six in ten financially worse off despite rise in household wealth
Seven in ten whose situation has worsened say the cost of living has impacted their ability to manage their money (71%).
03/06/2025
AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora
Transaction expands AlTi’s European presence through entry into key wealth hub of Germany, which represents the third largest ultra-high-net-worth (“UHNW”) market in the world
03/06/2025
Amount SJP advisers owe in business loans increases to £805mn
But at the end of 2024, £81.6mn of those loans were impaired - an increase of 62 per cent on the previous year.
03/05/2025
Evelyn Partners ties up with Empower Padel to encourage more women to harness the benefits of team sport
The first partnership event on March 7 to celebrate International Women’s Day’ will highlight the transformative power of sports on young girls, aligning with the Evelyn Partners’ brand promise to inspire ‘what’s next’.
03/05/2025
Quilter reports a 17% increase in adjusted profit to £196 million and a two-percentage point improvement in operating margin to 29%
These results demonstrate the benefit of our scale dual-distribution model which has made us the UK’s largest and fastest growing retail advised platform provider.
03/05/2025
The role of AI in the future of family offices
This article explores how family offices can harness AI to enhance governance structures, outlining the potential benefits as well as key considerations.
03/05/2025
Staying ahead in Wealth Management: A Conversation with Jos Martens, Sales & Business Development Director
This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.
03/05/2025
Canaccord Wealth expands international footprint with Middle East office
SEO Richard Burden has 30 years’ experience working across Middle East and recently re-located to Dubai
03/04/2025
Quilter Cheviot launches International MPS on the Morningstar Wealth Platform with ‘Building Blocks’ approach
These funds are designed to create optimal investment exposures for each MPS strategy.
03/04/2025
Aberdeen-headquartered Johnston Carmichael Wealth acquired by London firm
Partners Wealth Management (PWM) has confirmed all 60 Johnston Carmichael Wealth employees will move over as part of the deal.
03/04/2025
Boston Multi Family Office acquires Aqua Group
Boston Multi Family Office was founded in 2002 as a single family office
03/04/2025
UBS's fourth-quarter and full-year 2024 results
UBS reports 4Q24 net profit of USD 0.8bn and FY24 net profit of USD 5.1bn; proposes USD 0.90 dividend per share and continuation of share repurchases; continuing to invest for long-term growth