06/09/2025
True Potential drops 7IM from £1.1bn mandate
Revealed: The Newcastle-based advice firm dropped 7IM from five funds due to underperformance.
Wealth and Asset Management
06/06/2025
AI-Personalised Video Technology
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06/06/2025
Ameriprise Financial Recognized as Most Recommended Among Wealth Managers in 2025 Kiplinger Readers’ Choice Awards
Kiplinger, a publication known for personal finance advice and news, invited their readers to rate the financial firms they affiliate with on key dimensions of the client experience.
06/06/2025
Riders on the storm: managing wealth through turbulence
The UK’s rude awakening to having voted itself out of the European Union back in 2016 feels like a walk in the park compared to the convulsions we have seen more recently.
06/06/2025
Wealth management players confirm senior hires
He joins the firm from Affinia Financial Advisers where he was the managing director for eight years, a firm specialising in holistic financial advice and risk.
06/06/2025
Miami International Holdings’ Acquisition of The International Stock Exchange Becomes Effective
The cash consideration of £22.50 per TISE ordinary share values TISE at approximately £70.4 million ($91.5 million¹).
06/06/2025
Noah Holdings and ARK Wealth Outline Strategic Wealth Allocation Framework for Navigating Market Volatility at Financial Forums in Hong Kong
After 22 years in wealth management, our mission extends beyond selecting the right products for clients
06/06/2025
Governance evolution at Indosuez Wealth Management, Crédit Agricole Group’s wealth management subsidiary
This set up has now been strengthened with the addition of three new business line divisions
06/06/2025
Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards
Dual Recognition Underscores Binah’s Unmatched Commitment to Leadership and Operational Excellence
06/06/2025
Small bank with a big history: Where is Quilvest heading?
This is a small detail on the city map – both addresses are less than a five-minute walk apart.
06/06/2025
Call in the consultants: Inside SJP’s stunning turnaround
Catch up on the top news in wealth management this week
06/06/2025
Big 4 bank bids farewell to financial advice industry
This was led by CBA Group, which has officially lost all its advisers as a result of the LGT Crestone deal finalised this week.
06/06/2025
Canaccord posts $461M Q4 revenue
Global wealth management operations earned $238.9 million
06/06/2025
How pe-backed buyers are reshaping wealth management's future
The smartest sellers are prioritizing integration support, not just payout multiples, says industry head.
06/06/2025
The Wealth Formula: How Much Is One Minute of a Market Emperor Worth?
Many billionaires across crypto, fintech, and traditional markets are literally printing millions — not by clicking a mouse, but simply by staying alive.
06/06/2025
JP Morgan on a hunt for Leeds private bankers
The private bank is looking to grow its Yorkshire proposition.
06/06/2025
UAE emerging as world's new wealth, investment hub; here's why
In the post-pandemic period, the country has seen record millionaires migration from around the world
06/05/2025
FNZ under pressure after investors cash in on recent capital raises
This has triggered what some insiders describe as a “significant and unfair” dilution of their holdings.
06/05/2025
North America high-net-worth individual population surges, while Europe and Middle East shrink
The data indicates that alternative investments[2], such as private equity and cryptocurrencies, are now an established presence in HNWI holdings, representing 15% of their portfolios.
06/05/2025
Hong Leong Asset Management and Hong Leong Bank Launch Hong Leong All Roads Funds in Strategic Partnership with Lombard Odier
The funds leverage the expertise of Lombard Odier, a globally renowned private bank and asset manager, as the strategic alliance partner of Hong Leong Bank and target fund manager.