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
Wealth and Asset Management
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.
07/01/2025
JTC Completes Acquisition of Citi Trust
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
07/01/2025
Edward Jones to Buy Natixis Portfolio ‘Overlay’ Business in High-Net-Worth Push
The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.
07/01/2025
Evelyn Partners completes the sale of its Fund Solutions business to Thesis
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
07/01/2025
Canada's Raymond James opts for FNZ wealth management tech
Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.
06/30/2025
Dubai Beckons: Bugatti Towers and Billion-Dollar Funds Emerge
Among them is a well-known luxury real estate developer from Dubai.
06/30/2025
Beyond Assets: How IN Fiduciary Is Redefining True Wealth in Succession Planning for UHNW Families
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
06/30/2025
London VC head moves to Geneva as private wealth adviser
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
06/30/2025
BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
UBS AM endorses European equities
Higher returns and a low correlation to US equities make European stocks more attractive for a long-term strategic asset allocation, according to UBS AM.