09/03/2025
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
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.
09/03/2025
Strong net flows from open business of £2.1 billion
09/03/2025
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
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
This development allows BCP to offer an expanded range of advisory services in the region.
09/02/2025
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
09/02/2025
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
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 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
09/02/2025
Denat will help BIL Suisse implement its strategy of strengthening its presence among Swiss family businesses and entrepreneurs.
09/02/2025
The group - currently operating through 11:FS Holdings Limited - has earmarked £50 million so far and is expecting to begin another investment round shortly.
09/02/2025
This is a model that can represent a strategic response to the growth of passive management
09/01/2025
“The decision to end the Inquiry seems extraordinary, particularly in the light of recent news about the collapse of Shield and First Guardian, potentially involving over $1 billion in consumer losses from their super.
09/01/2025
Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?
09/01/2025
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.
09/01/2025
A strategic partnership to streamline operations and scale access to private markets
09/01/2025
Private credit and hedge funds are the most popular in the region.
09/01/2025
Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.
09/01/2025
Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters