06/09/2025
Brooks Macdonald opens Glasgow shop for ex-RBC Brewin team
The new office is Brooks' 16th regional base and comes a few months after it hired a three-strong team from its rival.
Wealth and Asset Management
06/09/2025
Beyond inheritance: UBS on preparing families, not just fortunes
UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and purpose.
06/09/2025
Swiss proposal mandates UBS to boost capital by $26bn
UBS has been given a timeframe of six to eight years to comply after the legislation is enacted.
06/09/2025
HSBC AM launches five active equity ETFs
The HSBC Plus Active ETF range utilises a quantitative investment approach, leveraging HSBC AM’s proprietary factor-based stock selection process.
06/09/2025
Capital Group partners BOS in bond fund tie-up
The $2.8tn US asset manager has sealed a third private bank distribution deal for its Multi-Sector Income fund.
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.
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.