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Cazenove manager launches own firm nine months after Whitley deal

Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.

Lazard CEO and Chairman Peter Orszag’s Growth Strategy and Middle East Expansion Featured in Bloomberg News

The Abu Dhabi office will complement Lazard’s established presence in Riyadh, enhancing localized coverage as regional entities pursue economic diversification and deploy billions in global investments.

Helvetia and Baloise have received further approvals for their planned merger and have set a date for closing the transaction

In April, Helvetia and Baloise announced their agreement to merge as equals.

HSBC UK Private Bank grows regional presence with Wealth Centre launch

It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.

UBS Joins Forces with Supertri, BSK and JET to Drive Community Impact in Jersey

UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.

Multiple Shortlistings for JTC at the 2025/26 Citywealth IFC Awards

The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.

LGT WM takes profit hit in year of heavy spend

Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher.

SJP on the hunt for director to lead HNW push

Job ad looks for expert to shape proposition for clients with between £2m and £10m to invest.

Wealth Dynamix technology selected by Groupe Premium to consolidate and accelerate its wealth management business

This collaboration marks a key milestone for Wealth Dynamix, which is introducing its cutting-edge expertise in Client Lifecycle Management (CLM) to the French wealth management market.

Quilter welcomes new cohort of interns through Early Careers programme

The programme offers interns a rich blend of experiences, including workshops, upskilling sessions, ‘lunch and learns’ with different business areas, and a group project designed to bring fresh insights to the organisation.

Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty

Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes

Praxis deepens yacht services offering with new strategic partnerships

The partnerships with Travel Cue and MIMO Connect, represent a natural evolution of Praxis’ holistic approach to yacht and crew management.

Utmost Group plc announces its HY 2025 Results to 30 June 2025

Utmost Group delivers strategic and financial progress, with strong momentum in both businesses

Nordea ETF ICAV Becomes New ETF Issuer at SIX Swiss Exchange

NAM expands access to its investment and ESG expertise by launching the first two active ETFs from its BetaPlus Enhanced Sustainable Equity range.

Baloise achieves very strong half-year results and makes significant progress in implementing its refocusing strategy

We were able to further optimize our core business, improve the combined ratio, increase profitability, and generate an annualized return on equity of 15.5%.

Prospera: SEB ranked number one by Nordic institutional investors

The overall ranking is based on results across 13 categories

Atomos partners with Fincalc for new digital workflows

Atomos said the partnership supports its ambition to become a leading wealth management and financial planning firm

UniCredit selects FNZ to transform its securities services offering

This agreement expands FNZ’s European footprint and underscores the strength of the business already trusted by more than 650 financial institutions worldwide.

Strategic growth journey continues for AAB

This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.

Indosuez expands Ticino location with banker team

Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.

Wealth and Asset Management