06/03/2025
London & Capital and Waverton Investment Management officially combine as W1M
W1M manages over £21 billion in assets, placing it among the UK’s largest wealth managers.
Wealth and Asset Management
06/03/2025
Wealth Management Industry Awards Announces Record Number of Finalists for 2025
This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry.
06/03/2025
Julius Baer sets focused strategy to unleash its full potential through disciplined execution
The Group further shares its strategic agenda and priorities, and a new set of financial targets for the upcoming three-year period commencing in 2026.
06/03/2025
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.
06/03/2025
Wittmann woos family money with bold predictions
Central to their decision-making, amid today’s re-configurated geopolitical reality, is the position of Germany and the new leadership in Berlin.
06/03/2025
Private banking: a changing of the guard in the industry
Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them.
06/03/2025
Schroders UK Financial Adviser Pulse Survey 2025: Wealth transfer emerges as priority issue for advisers in response to government proposals
The survey was conducted post ‘Liberation Day' amid significant market volatility.
06/03/2025
BNY Unveils Enhancements for Wealth Managers at INSITE® 2025
New products and features will help advisors and investors innovate for the future of wealth management
06/03/2025
Evelyn-owner targets bank partnerships in private markets push
Citywire understands Permira is working on an evergreen credit fund, but executive chairman Kurt Björklund says focus is on getting the right products to the right clients.
06/03/2025
The World’s Largest Gold Reserves Revealed: Top 4 Countries Holding Billions in Hidden Wealth
The sheer volume of gold held by some countries is staggering, revealing a strategic layer beneath the gleam of these reserves.
06/03/2025
Outsourcing drives wealth management growth but clients pull cash
Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year
06/03/2025
BNY Pershing Launches Advisor Growth Network, New Wove Features
BNY Pershing is announcing a new advisor member program and product enhancements to its multi-custodial wealth platform, Wove, during its annual INSITE conference this week.
06/02/2025
In a world of uncertainty, diversification is key to managing HNI wealth
Whether through balancing asset classes, going global, exposure to alternatives, or hedging, diversification offers the twin benefits of capital preservation and long-term wealth generation.
06/02/2025
LGT Crestone completes transition of CBA’s advice arm
It was first announced last November that LGT Crestone had signed an agreement to acquire Commonwealth Bank of Australia’s (CBA) personal advice business, Commonwealth Private Advice.
06/02/2025
Shackleton buys IM Asset Management from Irwin Mitchell
IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.
06/02/2025
Pictet WM’s Gentizon: We are paid to take risk
Pictet WM’s head of fund and manager research tells FSA about the firm’s contrarian approach to fund research, and why boutiques resonate with the entrepreneurial spirit of the bank.
06/02/2025
Standard Chartered appoints Global Head of Data, Analytics & AI for Wealth and Retail Banking business
He was responsible for driving data platforms, advanced analytics and CRM capabilities for HSBC’s retail and wealth banking operations across products, segments and channels, leading a global team of over 1,000 professionals in more than 20 markets.
06/02/2025
JP Morgan’s Harshika Patel on crossing the $200bn AUM mark
The American private bank’s Asia boss reveals her strategy since taking the helm, from a recruitment push last year to targeting family offices and shutting its EAM desk.
05/30/2025
Focus Partners Wealth Expands with First External Acquisition Since Rebrand
Welcomes Churchill Management Group, Marking Milestone in Growth and Client-Centric Vision
05/30/2025
Blackrock Switzerland CEO Dirk Klee: “Europe must deliver now”
This uncertainty presents us with an opportunity to underscore our role as a reliable local partner with a global presence while simultaneously identifying new investment opportunities.