07/09/2025
Edmond de Rothschild Asset Management ranked among the Top 200 Asset Managers in Europe by Funds Europe
The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.
Wealth and Asset Management
07/09/2025
Quilter Cheviot renames sustainable funds under new FCA labelling rules
From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.
07/09/2025
Impax outflows narrow to £1.3bn
After two bruising quarters following the loss of two big SJP mandates there are signs of improvement for the sustainable asset manager.
07/09/2025
JTC strengthens partnership with TISE
JTC has maintained a strong working relationship with TISE for many years.
07/09/2025
Update in relation to Close Brothers Premium Finance business
Focusing on commercial lines will enable us to invest in growth and strengthen our position in the market, while streamlining operations and reducing complexity.
07/09/2025
ARK Wealth Awarded "Hong Kong's Best Wealth Management Institution," Diversified Strategy Recognized by International Authorities
This dual recognition not only underscores Noah ARK's continued leadership in the wealth management sector but also marks a significant breakthrough in its global strategic expansion.
07/09/2025
French group acquires Kaleido Private Bank
This acquisition increases the group's assets under management to approximately €10bn.
07/09/2025
Nutmeg losses hit £40m in 2024 despite £2bn asset boost
Robo-adviser's owner JP Morgan backs company with £100m injection and new portfolio launches.
07/09/2025
Chase de Vere’s profits up £32m as firm eyes further acquisitions
Pre-tax profits mark a 24.2% increase from £25.7m in 2023.
07/08/2025
How to prepare the next generation for wealth
Providing for your family and ensuring they have access to better opportunities in life is crucial for many people.
07/08/2025
Guernsey Finance celebrates quartet of prestigious industry awards
For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.
07/08/2025
Derbyshire and Ryley Wealth Management extend partnership
As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder
07/08/2025
Investing in unprepared inheritors for lasting family wealth
As trillions change hands, global families are realising they need to invest in a new generation of heirs, often isolated from peers and lacking in self-esteem
07/08/2025
HSBC announces Sami Abouzahr as Global Head of Investments and Managed Solutions, Wealth and Premier Solutions
Sami spearheads the bank’s wealth product strategy
07/08/2025
Inside the first-half: 30 events, from selloff to snapback
The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began.
07/08/2025
UBS Asset Management launches first active ETF
The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.
07/08/2025
Zurich independent asset manager crosses the Limmat
Dara Capital relocates 11 minutes across the Limmat.
07/07/2025
«Reputation, Trust, And Presence Matter as Much as Investment Returns»
Clients are increasingly sophisticated—demanding institutional-quality advice, global access, and rigorous due diligence.
07/07/2025
Schroders launches Global Digital Assets Centre of Excellence in Singapore
Singapore. It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.
07/07/2025
Navigating Uncertainty: How Maybank is Positioning for Wealth Leadership Across ASEAN and Beyond
In this conversation, he shares how Maybank is building a differentiated wealth proposition that speaks directly to this new era of caution, agility, and long-term trust.