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Guernsey Finance celebrates quartet of prestigious industry awards

For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.

Derbyshire and Ryley Wealth Management extend partnership

As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder

Switzerland’s proposed inheritance tax could undermine wealth hub status

Switzerland’s far-left Young Socialists party has secured a referendum, scheduled for November, to target the ultra-wealthy via the introduction of a federal tax on inheritances and gifts worth more than CHF50m writes Heike van den Hoevel

UBS Asset Management launches first active ETF

The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.

Zurich independent asset manager crosses the Limmat

Dara Capital relocates 11 minutes across the Limmat.

Shake-up of financial advice rules could trigger more wealth deals

If clients can accept more impersonal support, the FCA’s plans will transform the market

Banque Internationale à Luxembourg opens private banking branch in Paris

The Paris branch will serve private clients including wealthy families, entrepreneurs and family offices domiciled in France.

Charles Stanley changes registered name to Raymond James WM

The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.

Family Office investment: structures and strategies for 2025 and beyond

Family Offices are maturing into some of the most agile and influential investors in the market. But with that influence comes complexity.

Rethink Perspectives: how should investors respond to the rise of a new world order?

What kind of world is emerging?

BBVA channeled €27 billion into the sustainable business of its emerging markets in 2024

Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.

Build wealth with tailored advice from the experts at TrinityBridge

TrinityBridge has sharpened its focus on delivering integrated wealth management, as competitors move toward off-the-shelf, one-size-fits-all financial products.

Redemption of UBS Group AG senior unsecured notes and additional tier 1 instrument

The last trading day of the Senior Notes will be 11 July 2025.

Shackleton adds £900m AUM with Chetwood Group acquisition

This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn.

Pictet prepares for third ‘gilded age’ of philanthropic giving

Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation

Allfunds Onboards First Fund into Middle East Management Company in Partnership with Schroders

As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.

Bank Lombard Odier & Co Ltd adds BlueBay bond fund to range

Fund aims to outperform its benchmark, the Bloomberg Global Treasury Total Return Index USD hedged

Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business

Brooks Financial brings together all former financial planning companies under one unified brand

CACEIS appointed exclusive asset servicing provider for Syz Asset Management

The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.

Oxfam reaction to Spain, Brazil and South Africa launching a new coalition to tax the super-rich

Taxation of the super-rich is a vital tool to secure sustainable development and fight inequalities.

Wealth and Asset Management