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Wealth and Asset Management

07/22/2025

Five years running: Quilter ups forecast for Monthly Income Portfolios again

The upgrade in forecasts follows another successful year where the income delivered came in ahead of estimates.

07/22/2025

Metro Bank co-founder raises funds for new lender to family office

Anthony Thomson aims to amass £500mn and build a £10bn balance sheet for latest venture

07/22/2025

UBS and LSEG announce long-term strategic partnership

The partnership also positions UBS to benefit from the next-generation capabilities on LSEG Workspace.

07/21/2025

CaixaBank, Best Bank for Consumers in Europe and Best Bank in Spain in the Euromoney awards

When selecting CaixaBank as Best Bank for Consumers in both Spain and Europe, the British publication's jury highlighted CaixaBank's focus on quality and customisation of customer service.

07/21/2025

Wealth Shortlist Update: abrdn Global Smaller Companies

All three worked closely with lead manager Kirsty Desson, particularly in the analysis of small and medium-sized US companies.

07/21/2025

WealthArc now connects to over 140 custodian banks worldwide, solving the toughest data challenge in AI-driven wealth and asset management.

New-generation data feeds across Switzerland, the US, UK, Monaco, and the Bahamas mark a major leap in global coverage.

07/21/2025

The UK is losing wealth creators at an alarming rate

The uncertainty is being fuelled further by speculation around a wealth tax.

07/18/2025

Deutsche Bank scoops 11 Euromoney awards globally

Established over 30 years ago, the Euromoney Awards are considered the most prestigious awards in the financial industry.

07/18/2025

Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain

The Managing Director explains that Valencian autonomy provides a framework for legal certainty, which is extremely attractive to investors from both a domestic and international point of view.

07/17/2025

Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas

The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.

07/17/2025

Geneva wealth manager buys Singapore multi-family office

Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.

07/17/2025

UBP First half-year results 2025

Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion

07/17/2025

Saffery Trust expands global offering with UK trust and corporate services

This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.

07/17/2025

Man Group to acquire Bardin Hill

Based in New York City, Bardin Hill is an opportunistic and performing credit manager.

07/17/2025

Who are the top bosses in wealth management?

Seven senior leaders in the sector feature in FN’s Most Influential in European Finance 2025 list

07/17/2025

Utmost launches Summer 2025 edition of Navigator exploring the rise of alternative assets

The Technical Spotlight of the Summer 2025 edition explores the rise of alternative assets and private markets

07/17/2025

Mirabaud’s Aeshlimann embraces client evolution amid targeted growth plans

Mirabaud Group senior managing director Lionel Aeschlimann details his growth plans including the digitalisation of the wealth management business

07/17/2025

Octopus team sets up sustainability firm Groundswell

Supporting asset management and private market companies move from a siloed sustainability function to an integrated capability

07/16/2025

Partners Group reports solid AuM development in H1 and reconfirms full-year guidance

On the client side, we saw solid demand, despite a broadly muted fundraising environment.

07/16/2025

Nature-positive investments gain traction

The private sector is providing some leadership, successfully turning nature-based challenges into business and investment opportunities.

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08-15-2025

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08-21-2025

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08-21-2025

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08-21-2025

Three must-see charts for investors in August

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Gresham House Ventures appoints head of portfolio

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