09/04/2025
Evelyn Partners to kick off sale process next month
Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant
Wealth and Asset Management
09/04/2025
State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity
The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.
09/04/2025
Michele De Michelis, of Frame Asset Management, is our Fund Selector of the month
Michele De Michelis: experience, method, and passion in scouting the best European managers.
09/04/2025
Standard Chartered intensifies wealth push
The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery
09/03/2025
Brown Shipley cuts costs with ‘planned decrease in staff numbers’
More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.
09/03/2025
Quilter adds ZEDRA as professional trustee service provider
For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.
09/03/2025
Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year
Management fees amounted to CHF 854 million, up 5% year-on-year
09/03/2025
Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
09/03/2025
Helvetia: Half-year financial statements
Here you will find all relevant information about the half-year financial statements.
09/03/2025
Copernicus Wealth Management Expands to the Middle East
The team will focus on providing tailored investment solutions to high-net-worth individuals, families, and institutional investors, drawing on the firm’s established expertise in Swiss-style wealth management.
09/03/2025
Wedbush Selects Broadridge Technology to Accelerate Growth
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.
09/03/2025
M&G plc Half Year 2025 Results
Strong net flows from open business of £2.1 billion
09/03/2025
LGT Crestone Wealth Management Australia Cup to debut in Sydney
It is projected that the spring event, on Sydney Harbour, will become a key warm-up event for the Australian fleets, with the main summer season ahead.
09/03/2025
ITN Pension Scheme appoints Van Lanschot Kempen as its fiduciary manager
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
BCP Expands Dubai Footprint with Licence Upgrade and Broader Advisory Capabilities
This development allows BCP to offer an expanded range of advisory services in the region.
09/02/2025
Putting cash to work as summer ends…and rates fall
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
09/02/2025
Rothschild & Co significantly expands its Wealth Management presence in Dubai
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.
09/02/2025
7iM Unveils Powerful New Digital Reporting Feature for Advisers
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.
09/02/2025
Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group
Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients