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Wealth and Asset Management

11/18/2024

Polar Capital assets under management increase amid investor demand

Since then, assets under management have grown further to £23.9 billion on November 8, up 5.3% from September 30.

11/18/2024

Hong Kong eyes Europe’s wealthy with London, Paris, Milan on family office agenda

Top InvestHK official sets off on week-long trip to Europe to meet family office representatives and speak at finance forum

11/15/2024

British Business Bank completes its £250m investment with Schroders Capital under the Long-Term Investment for Technology and Science (LIFTS) initiative

Phoenix’s investment will be made through its new private markets joint venture with Schroders, Future Growth Capital.

11/15/2024

Boston Multi Family Office to acquire Aqua Group

Both businesses share a similar culture and values around integrity, accountability and trust with the same unwavering commitment to providing outstanding levels of service.

11/15/2024

Highvern Senior Trust Manager awarded ‘Future Leader’ recognition

The awards ceremony, held in London, celebrates emerging leaders in the wealth management and fiduciary sectors.

11/15/2024

Canaccord Wealth opens new office in Guernsey

Canaccord Wealth have been part of Guernsey life for nearly 30 years and employ around 130 people on the Island.

11/15/2024

BBVA, best private bank in Colombia and Peru and best customer service in Latin America, according to The Banker

The Banker also notes that sustainability and investments focused on ESG (environmental, social and corporate governance) criteria are also a key part of the bank’s growth strategy.

11/14/2024

Weatherbys expands in Scotland with new private banker

During her 10-year career at Citi, she also worked in clients’ services looking after ultra-high-net-worth clients and in its private equity fund finance division.

11/14/2024

Another win for QCFP’s Nadia Johnstone-Smith

This time at the Professional Adviser Women in Financial Advice Awards.

11/14/2024

ZHAW Study: Switzerland's Best Private Bank in 2024

The financial industry is almost obsessed with measuring itself in rankings.

11/14/2024

Salary cap for the CEO of Urner Kantonalbank

The cantonal parliament is following the government's recommendation to limit the fixed salary to a maximum of 395,000 francs per year.

11/14/2024

HSBC Global Private Banking finds the UK entices global business owners

The UK continues to rank among the most alluring places in the world for international businesspeople.

11/14/2024

Carlyle-Backed Apex Teams Up With AI Firm for World’s Ultra-Rich

Machine learning increasingly gaining in private-wealth sector

11/14/2024

Winners from Crown Dependencies announced for Citywealth Future Leaders Awards 2024

They recognise the excellence of young professionals in furthering their career through their ambition, leadership qualities and communication skills.

11/14/2024

Schroders Capital’s new Sustainability and Impact report demonstrates tangible positive change delivered by private markets business

The report spotlights the work Schroders Capital’s teams have been doing through detailed case studies for each asset class.

11/14/2024

Ex-Ruffer top 30 star launches wealth firm

Harry Sevier will launch Lulworth Investment Management at the end of the year.

11/14/2024

Through the generations: the transfer of family businesses is accelerating

This unavoidable rite of passage becomes all the more emotional when the business is a family one.

11/13/2024

Spear’s Awards 2024 finalists: HNW Wealth Manager of the Year in association with Locate Isle of Man

This year's finalists for the HNW Wealth Manager of the Year in association with Locate Isle of Man at the Spear's Awards 2024

11/13/2024

Schroder Income Growth Fund plc - Full Year Results

The Company's share price discount to NAV averaged 9.6% during the year and ended the financial year at 10.4%.

11/13/2024

ABN AMRO Bank posts net profit of EUR 690 million in Q3 2024

The rebound of the Dutch housing market was sustained in the third quarter, driving prices to new record levels.

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11-19-2025

No changes for Data Reporting Services Providers following ESMA’s 2025 assessment of derogation criteria

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11-25-2025

Germany’s affluent surge reshapes wealth market

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DeVere Group CEO warns of backlash over further IHT tinkering

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