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Supporting Independent Asset Managers

The success of Luxembourg’s financial center with private clients continues to strengthen year after year.

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.

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

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.

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.

Clifton Wealth Partnership acquires seven adviser firms

The firms are from across England and Wales

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.

Prominent Investor Takes a Stake in UBS

Baillie Gifford has a reputation for having a special instinct for lucrative shares.

Partners Group's profit increases 12% to CHF 1.13 billion supported by stronger performance fees in H2; proposed dividend up 8% to CHF 42.00 per share

For the full year 2025, Partners Group expects total new client assets of between USD 26 to 31 billion.

BCGE : Annual result 2024

The bank achieves an outstanding result in 2024

Private banks paint uncertain picture for UK entrepreneurs

Wealth managers servicing the UK’s beleaguered entrepreneurial community are reporting challenging conditions, as both the private and public sectors struggle to identify good news to attract investment.

Swiss Life Private Bank partners with Fund Channel

Through this collaboration, the bank expects to streamline services via a single entry point, optimising the operational, regulatory, legal and financial processes across its French entities.

Brookfield Asset Management nears deal for Barclays UK payment business - report

In order to facilitate the deal and support the future growth of the payment division, Barclays plans to inject £400m ($533m) into the business.

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.

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.

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.

Close Brothers Asset Management renames itself ‘TrinityBridge’

The rebrand comes following completion of the sale by Close Brothers Group.

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.

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

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

Wealth and Asset Management