09/12/2025
HSBC UK Private Bank grows regional presence with Wealth Centre launch
It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.
Wealth and Asset Management
09/12/2025
Experienced trio launch Zurich independent asset manager
Owner-managed independent asset manager, Montvalor Partners, was launched this month by ex-Colin&Cie managing directors Marc Müller, Marcel Schällebaum, and Peter Strohm.
09/12/2025
$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform
DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets
09/12/2025
UBS Joins Forces with Supertri, BSK and JET to Drive Community Impact in Jersey
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
09/12/2025
Multiple Shortlistings for JTC at the 2025/26 Citywealth IFC Awards
The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.
09/12/2025
LGT WM takes profit hit in year of heavy spend
Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher.
09/11/2025
SJP on the hunt for director to lead HNW push
Job ad looks for expert to shape proposition for clients with between £2m and £10m to invest.
09/11/2025
Blackstone Opens Infrastructure Fund to Wealthy Europeans
The fund invests in everything from fiber cables to toll roads and energy projects and is Blackstone’s first product to be offered through the European Long-term Investment Funds framework, often referred to as Eltifs.
09/11/2025
Citi CEO ‘Comfortable’ With Outcome of Probe Into Wealth Head
That investigation is now complete, though Citigroup has previously declined to comment on the outcome of the probe.
09/11/2025
Lombard Odier: 81% of ME next gen heirs plan to ditch parents’ wealth advisors
With succession talks still stalled in many families, young Middle East heirs are signalling a sharp shift toward digital platforms and new advisors.
09/11/2025
Best litigation & dispute resolution lawyers in 2025 for protecting wealth and reputation
The definitive ranking of the very best litigation & dispute resolution lawyers for high-net-worth individuals
09/11/2025
Wealth Dynamix technology selected by Groupe Premium to consolidate and accelerate its wealth management business
This collaboration marks a key milestone for Wealth Dynamix, which is introducing its cutting-edge expertise in Client Lifecycle Management (CLM) to the French wealth management market.
09/11/2025
Quilter welcomes new cohort of interns through Early Careers programme
The programme offers interns a rich blend of experiences, including workshops, upskilling sessions, ‘lunch and learns’ with different business areas, and a group project designed to bring fresh insights to the organisation.
09/11/2025
Bajaj Broking launches Privé for ultra-high net worth individuals
This initiative aims to establish a platform for affluent investors, providing various investment options such as portfolio management services.
09/11/2025
Citi CEO 'comfortable' with outcome of probe into wealth head
Andy Sieg has been the subject of multiple complaints over two years.
09/11/2025
Merrill creates new division to increase credit offerings to the wealthy
The group will begin with around 20 bankers, but may expand over time.
09/10/2025
HSBC opens wealth centre on 99th floor of ICC, in boost to Hong Kong's weak office market
The centre is located on the 99th floor of the ICC and it is HSBC's largest wealth management office globally.
09/10/2025
Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice
The firm has built a tiered service model to meet clients wherever they are in their financial journey — from first paychecks to complex estates — and engaged Altruist as a partner whose technology could support that vision at scale.
09/10/2025
Envestnet announces five-year strategic roadmap,marked by investments in research & development client support and AI
Vision To Reinvent The Advisor Experience With Best-In-Class Software For Trading, Reporting, Financial Planning, Portfolio Management And Client Engagement
09/10/2025
Praxis deepens yacht services offering with new strategic partnerships
The partnerships with Travel Cue and MIMO Connect, represent a natural evolution of Praxis’ holistic approach to yacht and crew management.