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Wealth and Asset Management

04/15/2025

Business Awards UK 2025 Wealth Management Awards Winners and Finalists Revealed

Business Awards UK congratulates all winners and finalists for their remarkable accomplishments and their ongoing commitment to delivering exceptional value to clients across the wealth management landscape.

04/15/2025

Quilter Cheviot and Quilter WealthSelect Managed Portfolio Services now available on AJ Bell’s Platform

By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.

04/15/2025

Pantheon expands international private wealth offerings with evergreen private credit secondary fund

The Fund will invest in direct lending strategies and opportunistic credit strategies, aiming to deliver a compelling combination of yield and compounding.

04/15/2025

Europe’s billionaires—who pay their family office CEOs $370,000 a year—are worried they can’t find the talent to manage their fortunes

The biggest obstacle, however, is finding suitable people to manage their fortunes.

04/15/2025

Schroders appointed by Scottish Friendly to run £2.1 billion multi-asset and insurance mandate

The mandate reinforces Schroders’ position as an insurance asset management leader and expert in delivering actively managed and tailored investment solutions.

04/15/2025

Tatton net flows increase by £3.7bn as board chair retires

This increase to £1.855 bn in H2, an average of £309m per month.

04/14/2025

TrinityBridge announces opening of new Guildford Office

This new office underscores TrinityBridge’s ongoing commitment to expanding its regional presence and growing its client base

04/14/2025

Asset Management Pioneer Poised for Its Next Growth Leap

In this context, an asset manager with more than 20 years of experience is well-positioned to play a pioneering role.

04/14/2025

Benchmark completes takeover of advice network Oculus Wealth Management

The Schroders-owned firm has controlled £4bn network Oculus since December 2022.

04/14/2025

Julius Baer Guernsey wins big seven years in a row

This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.

04/14/2025

AAB Wealth enters London market with Magus Wealth deal

The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.

04/11/2025

Maerki Baumann Grows Profit and Assets Across the Board

In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.

04/11/2025

SJP CIO says Polaris showing 'resilience' as funds face toughest test

Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.

04/11/2025

WealthBriefing award for RBC Wealth Management Jersey team

The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.

04/11/2025

UBS Charts Bold Course: Balancing Leadership, Regulation and Rewards

Chairman Colm Kelleher defended the bank’s pay structure in his remarks.

04/11/2025

France’s Amundi launches four US-focused ETFs for Hong Kong’s MPF

Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.

04/10/2025

Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region

Hoxton Wealth’s Birmingham office opens with a team of five, and Bobby has ambitious growth plans for the region this year.

04/10/2025

Bergos Launches Independent Family Office Advisory Unit, Bergos Crossroad

While operating on the Bergos platform, Crossroad will function independently and is open to clients beyond the bank’s private banking relationships.

04/10/2025

Pictet Takes the Crown from UBS Asset Management

Swiss players like Mirabaud and BCV improve their standing, while others lose ground.

04/10/2025

Banque Heritage confirms its growth strategy with solid results

The Group increased its assets under management by 19%, further consolidating its positive trajectory.

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EQT to distribute its private markets strategy through Deutsche Bank

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11-24-2025

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12-01-2025

What wealth portfolios are missing — and why it matters for individual investors

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The £7 trillion wealth transfer that is changing who controls money in the UK

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12-01-2025

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