04/09/2025
StepStone ties up with Swiss private bank on evergreen funds
The alternative asset manager’s range of evergreen funds is to be made available to Bergos’ clients.
Wealth and Asset Management
04/08/2025
MKC Wealth buys fund research and advice firm Yodelar
The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.
04/08/2025
Impax Asset Management Group plc Q2 AUM update
On 31 March 2025, the Company’s AUM totalled £25.3 billion, representing a decrease of 25.7% over the three-month period.
04/08/2025
Hg private wealth offering surpasses $1 billion
The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.
04/08/2025
Invesco eyes £275m price tag for software provider Intelliflo
Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.
04/07/2025
Sophie Kennedy: ‘Becoming CEO of a wealth manager at 33 didn’t faze me’
The co-CEO of EQ Investors has weathered Trump and the ESG backlash.
04/07/2025
Julius Baer further streamlines its organisation to reinforce focus on clients and sustainable growth
With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.
04/07/2025
Private bank Bergos announces family office solutions unit
Bergos Crossroad will also be available to customers who do not use Bergos for private banking.
04/04/2025
OCBC partners UK's Office of Investment to drive sustainable foreign direct investments in to the UK
Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.
04/04/2025
Indosuez Wealth Management plans to acquire Banque Thaler
With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.
04/04/2025
Pictet promises smarter stock picks with new AI hedge fund
The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.
04/04/2025
Eric Sturdza AM secures Finma licence
ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.
04/03/2025
LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025
This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.
04/03/2025
Quilter Cheviot Europe launches three new funds
The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.
04/02/2025
Arbuthnot Latham named Private Bank of the Year at the 2025 COLWMAs
We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs
04/02/2025
Cazenove Capital named as ‘The UK’s Best Wealth Manager’ in the Euromoney Private Banking Awards 2025
We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.
04/02/2025
Titan Wealth strengthens pensions offering with acquisition of Workplace Advice Group
Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.
04/02/2025
Allfunds unveils Nextportfolio 4, a new proposition for Wealth Management powered by AI
Nextportfolio 4 builds on the modular and flexible nature of the tool, while leveraging data-driven depth analysis together with the power of AI, to offer timely and personalized insights at the click of a button
04/02/2025
Mirabaud and AltamarCAM Partners launch an evergreen semi-liquid private equity strategy
The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021
04/01/2025
Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel
Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.