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Wealth and Asset Management

10/28/2025

Wealth manager Q&A with SJP’s Lord: ‘Ultimately, this is a people business’

St James’s Place senior investment specialist Corinne Lord is keen for the industry to do more work to bridge the advice gap, to ensure seeking advice is within reach for everyone regardless of wealth or age

10/28/2025

UBS claws back Swiss fund market share

The latest Asset Management Association report shows which providers have gained ground.

10/28/2025

HSBC warns on wider risks from private credit blow-ups

Collapse of First Brands Group and Tricolor Holdings has unnerved investors

10/27/2025

Apollo to open Paris office for private-wealth push

The buyout giant is becoming the latest investor to target the French capital

10/27/2025

UBS Unifies Mobile Platforms to Enhance Digital Wealth Management Experience

The integration combines trading, portfolio management, and investment insights to improve client accessibility and convenience.

10/27/2025

Wealth management firm relocates HQ to former 19th century country home

The firm, founded by Nick Oliver and launched in 2022, provides independent financial advice to clients across a range of services including pensions, investments, protection and estate planning.

10/27/2025

KFH Wins MENA Most Innovative Private Bank Award

At MEED's MENA Banking Excellence Awards 2025

10/27/2025

Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards

Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management

10/27/2025

Swiss GRC aims to grow with new management structure

The newly formed executive board is designed to reflect Swiss GRC's continued growth and increasing international presence.

10/27/2025

Standard Chartered Global Private Bank’s research unveils 74% of family office professionals observed a rise in conflict among family members

Family office relocation and next-generation engagement are key issues for family offices

10/27/2025

Boutique founder joins WH Ireland board after £1m wealth deal rebellion

Lumin Wealth co-founder John Cusins joins the WH Ireland board weeks after two NEDs resigned in the aftermath of a huge vote against its planned £1m wealth sale to Oberon.

10/27/2025

Blackstone sees private wealth AUM fundraising accelerate

The alts manager said it raised $11bn from the private wealth channel last quarter, the highest in three years.

10/27/2025

Emirates Investment Bank partners with Avaloq for digital transformation

It is listed on the Dubai Financial Market and is a subsidiary of Al-Futtaim Private Company.

10/27/2025

WPC announces Top 40 Under 40 Rising Stars 2025

Young leaders are redefining Canadian wealth management—discover the visionaries shaping tomorrow

10/27/2025

Hoxton Wealth acquires Manchester-based IFA

The purchase of Manchester-based Haven, which specialises in pensions and investments, builds on the firm’s existing footprint in Liverpool,

10/27/2025

Barclays strengthens Middle East presence with strategic expansion into the Kingdom of Saudi Arabia

Barclays’ expansion into KSA advances the bank’s strategic growth across the Middle East

10/27/2025

Clifton Wealth adds Wesleyan fund to adviser platform

The move marks a collaboration between the Bristol-based financial planning and wealth management firm and Wesleyan, the UK mutual financial services provider.

10/27/2025

Rothschild Martin Maurel expands into the ‘Grand Ouest’ region of France

Rothschild Martin Maurel will deploy an experienced team

10/24/2025

Arab Bank Switzerland creates wealth solutions unit for Gonet insider

Brahim Hoxha becomes global head of wealth solutions, a role which he previously held at Gonet.

10/24/2025

Arbuthnot Banking Group PLC Third Quarter 2025 Trading Update

The uncertain economic outlook has meant that lending markets have continued to observe thin volumes of business with lenders aggressively competing for transactions by offering low rates.

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