07/03/2025
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.
Wealth and Asset Management
07/03/2025
Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer
The chair of the summit shares insights, ranging from next-gen leadership and gender diversity to wealth tech and sustainability
07/03/2025
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.
07/03/2025
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
07/03/2025
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.
07/03/2025
Ex-Pictet and Lombard Odier hot shots launch bond fund firm
Alpha Curve Investments plans to launch its flagship unconstrained fixed income fund this month.
07/03/2025
BLKB makes impairments on radicant holding ag and announces personnel changes
BLKB is planning a comprehensive cost reduction and efficiency program as well as changes in the governance and business focus of the radicant companies.
07/03/2025
BCO sets the course for the future
BCO is an owner-managed company offering a broad range of services for SMEs, entrepreneurs, and families.
07/02/2025
Citi Wealth taps Allfundds for streamlined trade execution
The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.
07/02/2025
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
07/02/2025
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.
07/02/2025
BlackRock Completes Acquisition of HPS Investment Partners
With the addition of HPS, BlackRock is now positioned to more fully meet the accelerating client demands resulting from this shift, providing clients and borrowers access to integrated, best-in-class solutions at scale.
07/02/2025
Britain’s vanishing millionaires: Why lower-tier wealth is shrinking
While global wealth is on the rise, Britain is losing its entry-level millionaires
07/01/2025
Singapore EAM Strikes Deal With Credit Suisse Veterans
The partnership will enable both firms to jointly deliver enhanced cross-border capital advisory services.
07/01/2025
Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management
Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.
07/01/2025
$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources
The Oklahoma City RIA has retained Advisor Growth Strategies to serve as its financial advisor.
07/01/2025
Rothschild & Co Wealth Management Switzerland acquires Zurich-headquartered Swiss advisory firm Tenalis AG
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.
07/01/2025
Quilter’s WealthSelect boosts fixed income and reduces equity allocation in latest rebalance
The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.
07/01/2025
IQ-EQ shortlisted for ‘Employer of the Year’ award
It’s not the first time that IQ-EQ has received recognition in this field.
07/01/2025
Mercer Acquires $1.1B Boston-Area RIA
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.