01/22/2025
Quilter reports record core net inflows of £5.2 billion in 2024
The increase of 3% in the quarter reflected net inflows coupled with broadly neutral markets and a positive contribution from Sterling weakness.
Wealth and Asset Management
01/22/2025
A guide to The Spear’s 500: Everything you need to know
The Spear's 500 is the definitive resource for (U)HNWs in search of expert advisers and service-providers.
01/22/2025
Manx Financial Group acquires CAM Wealth Group Holdings and CAM Wealth Group
This acquisition aligns perfectly with our objective of enhancing shareholder value while exploring new avenues for growth within the UK’s financial landscape.
01/22/2025
Navigating wealth preservation and growth: Insights from Richard Grasby
Richard also highlights the value of transparent, client-focused services and the increasing role of next generation leaders in shaping family governance and succession planning.
01/22/2025
Fratarcangeli Wealth Management Secures No. 1 Spot on Forbes' Best-In-State Wealth Management Teams
Firm is the highest-ranked team in Michigan for the third consecutive year
01/21/2025
LHV Bank provides £7m loan for Manchester-based family office
The loan was for refinancing existing debt on a multi-let office building in Manchester City Centre.
01/21/2025
Hong Kong bankers plan working group to develop business ties in emerging markets
The working group will do roadshows and update industry players on new policies and regulatory measures in Hong Kong, association says
01/21/2025
Planning for 2025: Wealth management for US expats in the Netherlands
Expats can be faced with a lot of questions about their finances, and will have to spend time finding out what is and isn't allowed for US citizens living abroad.
01/21/2025
China's bank wealth management market expands in 2024
By the end of 2024, support for the real economy from bank wealth management products had stood at approximately 21 trillion yuan
01/21/2025
Coller Capital opens Singapore office and hires private wealth head
The new office will support Southeast Asia's growing investor base, led by Peter Wu, who joined from Partners Group.
01/21/2025
Gulf Bank unveils exclusive new services for private banking clients
A New Brand Identity that Aligns with Customer Aspirations and Provides an Exceptional Experience for the Affluent
01/21/2025
Bpce: BPCE and Generali to Create the Largest Asset Manager in Europe by revenues and a Major Player Worldwide
BPCE (through Natixis IM) and GIH would each own 50% of the combined business with balanced governance and control rights.
01/21/2025
Launch of “Investcorp Wealth” Mobile App
The secure digital application will provide a gateway to private market investing through one convenient and user-friendly application.
01/21/2025
Mid-market delusion grips UK wealth managers
The ‘mass affluent’ market could be big, but it isn’t big enough for everyone to win
01/21/2025
Wealth management, co-living spaces, AI chatbots among fastest-growing businesses in Singapore
Companies from these sectors accounted for approximately 40 per cent of the list compiled by The Straits Times and global research firm Statista.
01/21/2025
BNP Paribas urges investors to diversify
With much of the investment community attempting to predict the actions of Donald Trump, as he ascends to the US presidency, stock watchers are recommending continued diversification, away from a handful of tech leaders.
01/20/2025
Standard Chartered inspires affluent clients with a global wealth campaign “Now’s your time for wealth”
We are excited to unveil our “Now’s your time for wealth” campaign across our network and let the power of the creatives tell the Standard Chartered story.”
01/20/2025
China's bank wealth management market expands in 2024
The center said 30,800 wealth management products were launched by a combination of 179 banking institutions and 31 wealth management companies in China's banking system last year, raising a total of 67.31 trillion yuan.
01/20/2025
Rathbones’ CEO Paul Stockton: ‘We’re a bit more Middle England than Monaco’
The 280-year-old wealth manager Rathbones has learnt new tricks from its Investec merger and is ready to embrace passive investment and Instagram
01/20/2025
TISE reports double digit listings growth and new records in 2024
The total market value of all listed securities surpassed the £750 billion mark for the first time, reaching £756 billion at the end of December.