03/04/2025
Dorchester Wealth Management to Join Cardinal Point, Focus Partners Canada
The firm has built a reputation for delivering sound advice and quality investment counsel to high-net-worth clients.
Wealth and Asset Management
03/04/2025
Quilter Cheviot launches International MPS on the Morningstar Wealth Platform with ‘Building Blocks’ approach
These funds are designed to create optimal investment exposures for each MPS strategy.
03/04/2025
Aberdeen-headquartered Johnston Carmichael Wealth acquired by London firm
Partners Wealth Management (PWM) has confirmed all 60 Johnston Carmichael Wealth employees will move over as part of the deal.
03/04/2025
UBS's fourth-quarter and full-year 2024 results
UBS reports 4Q24 net profit of USD 0.8bn and FY24 net profit of USD 5.1bn; proposes USD 0.90 dividend per share and continuation of share repurchases; continuing to invest for long-term growth
03/04/2025
Aberdeen Group scraps Abrdn rebrand to ‘remove distractions’
The 200-year-old fund management group is hoping to put the vowel-less rebrand, which prompted widespread ridicule, behind it.
03/04/2025
UBS Advisors Peter Dorfman and Mike Carr Receive Managing Director – Wealth Management Title
This achievement is a testament to their longstanding commitment to delivering exceptional wealth management and unparalleled client service.
03/04/2025
BlackRock Establishes Preeminent Private Markets, Technology, and Data Provider with Close of Preqin Acquisition
As capital markets evolve, private markets are playing an increasingly important role in financing global growth.
03/04/2025
Hong Kong’s finance sector to benefit from AI, China opening, Asia wealth: think tank
The government think tank will undertake roadshows worldwide to highlight growth opportunities in the city, chairman Benjamin Hung says
03/04/2025
Swiss National Bank confirms CHF81 billion profit in 2024
The SNB’s final profit for 2024 is slightly higher than reported at the beginning of the year.
03/04/2025
Appetite For Alternative Assets Grows In Private Banking
Wealthy investors are expected to look beyond stocks and bonds, prompting private banks to expand offerings and expertise.
03/03/2025
Alberto J. Safra Launches New Asset Manager in Geneva
Alberto J. Safra has launched the new asset manager, ASA Asset Management Switzerland, this February.
03/03/2025
Apollo Names Shimpei Kanzaki as Japan Global Wealth Head
Prior to joining Apollo, Kanzaki was a Director at KKR and head of its wealth solutions business in Japan, after joining in 2022.
03/03/2025
The Growth and Evolution of Independent Wealth Management in the UAE
At a recent Hubbis forum in Dubai, industry leaders came together to discuss the trends, opportunities, and challenges shaping the sector.
03/03/2025
LLB launches Swiss dividend-focused ‘comfort' mandate
The strategy targets regional customers via focus on Swiss and European stocks with high dividends.
03/03/2025
Close Brothers completes sale of Close Brothers Asset Management to Oaktree
The group anticipates an estimated gain on disposal of approximately £59 million.
03/03/2025
Brookfield Wealth Solutions Launches in the United Kingdom
Brookfield and its UK portfolio companies employ approximately 23,000 people across the UK.
03/03/2025
ING acquires stake in Van Lanschot Kempen
Together with an existing 2.7% stake, ING will hold a 20.3% stake in Van Lanschot Kempen after completion of the transaction.
03/03/2025
Standard Chartered expands UAE private banking team
The new team members will report to Nash Mithani, market head, private banking, UAE and head, Global South Asia Community.
02/28/2025
15 Rich and Famous People Who Were Born Wealthy
Either way, these stars have used their talents to pave their own road to riches.
02/28/2025
Raymond James strengthens private capital business and investment offerings, announces two appointments
Reorganized Capital Markets team will deliver customized financing strategies for companies and owners, new Private Markets Strategy role will develop and lead offerings across Private Wealth