04/01/2025
Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.
04/01/2025
Enhancements to its DBO model are designed to dovetail with its new 5-year strategy
04/01/2025
Taken together, investor demand, product innovation and regulatory change should lead to continued growth.
04/01/2025
All UBP London-based teams will move into a new office in Marylebone later this year.
04/01/2025
The duo, who both held senior roles at UBS and GAM, launched Jackson Hole Economics in 2020.
04/01/2025
This partnership marks the firm's first location in North Dakota.
04/01/2025
This year, the Board has also made arrangements to enable shareholders to attend and participate in the meeting electronically should they wish to do so.
03/31/2025
UBS Securities is active in global banking, global markets, research, and wealth management.
03/31/2025
Natixis Investment Managers’ 2025 Wealth Industry Survey canvassed 520 individuals responsible for running investment platforms and managing client assets in 20 countries.
03/31/2025
The award recognises our integrated approach to succession planning, in which we ensure the next generation is fully included throughout the process.
03/31/2025
The team will be headed up by Jonathon Jay, the company’s UK managing director
03/31/2025
This accolade is a testament to our dedication to delivering cutting-edge solutions that address the evolving needs of our private and institutional clients, including our Business Process Outsourcing (BPO) partners.
03/31/2025
Throughout the day a number of key themes emerged, chief among them the importance of portfolio diversification as a way to build portfolio resilience.
03/31/2025
Through the participation in the Women’s Empowerment Principles network, Objectway is contributing to a broader movement that will shape a more equitable, inclusive, and progressive future for all.
03/31/2025
Once customary regulatory approvals are achieved, Gramercy will become the delegate investment manager for all GAM’s EM Debt investment strategies.
03/31/2025
Julius Baer Group announces the successful closing of the sale of its domestic Brazilian wealth management operation to BTG Pactual on 28 March 2025.
03/31/2025
UBS will be acquiring an additional 33% stake in UBS Securities from Beijing State-owned Assets Management Co., Ltd to raise its stake from 67% to 100%.
03/31/2025
The new office in Strawberry Place signals the wealth firm’s intent to grow its North East proposition following a string of hires from RBC Brewin Dolphin.
03/31/2025
Gen Z is not just inheriting wealth; they are redefining investment priorities.
03/31/2025
The portfolio will mostly allocate to the flagship hedge fund strategy HSBC Global Hedge Fund