09/17/2025
Azalea Wealth Management, Hartlepool, opens new office
The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.
Wealth and Asset Management
09/17/2025
J.P. Morgan Private Bank confirmed as Northern Leaders sponsor
BusinessCloud’s 2025 Northern Leaders list will be published later this month ahead of our awards evening on November 20th
09/17/2025
Women to invest less of their inheritance from the great wealth transfer
What adds to the situation is that females are almost twice as likely as men (27% vs 15%) to seek investment guidance from social media and ‘finfluencers’ rather than financial advisers.
09/17/2025
«Why the Swiss Financial Centre Now Needs Vision»
The banks are managing more assets, employing more people, and have demonstrated their resilience.
09/17/2025
Keyrock acquires Turing Capital in Luxembourg expansion
The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management
09/17/2025
Hoxton Wealth brings in Global Employee Assistance Programme to create a workplace where wellbeing comes first
The programme, which has been launched in partnership with Lyra, the largest employee wellbeing provider in the world
09/17/2025
LGT continues its growth trajectory: Private banking team to launch in Munich from 2026
The move marks the next step in LGT’s successful expansion in Germany since entering the market in 2022 and sees it further grow its position in the German market.
09/16/2025
Afin Bank launches High Net Worth mortgage proposition
Affordability will be based either on verified net assets or a mix of income and assets.
09/16/2025
2024 RBC and Campden Wealth Report: Wealth transfer acceleration ramps up for North American family offices
Financial risks from geopolitical turmoil, private markets, also top of mind
09/16/2025
FirstCape selects FNZ as it consolidates JBWere NZ’s wealth management platform and custodian
JBWere NZ CEO Craig Patrick says the decision marks a significant step in the long-term strategy to continue delivering client-centric solutions.
09/16/2025
Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix Assessment
Leaders recognition highlights Broadridge’s successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management
09/16/2025
HSBC sharpens focus on affluent segment with first Middle East wealth centre in the UAE
New state-of-the-art wealth centre to support UAE’s growing affluent sector
09/16/2025
JTC Reports Strong Organic Growth and Good Momentum in Interim Financial Results 2025
Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.
09/16/2025
Fagerhult Named ABG Private Banking's Top Pick of the Week - Sees Over 70% Upside
While Fagerhult is on the cusp of a potential earnings upswing, its shares are currently trading at attractive levels.
09/16/2025
Waverly Advisors Acquires Brass Tax Wealth Management
Waverly continues to grow in Ohio
09/16/2025
HSBC deploys Wealth Intelligence for its wealth management staff to enhance client experience
Wealth Intelligence offers fast and simple access to the comprehensive range of reports published by the bank’s award-winning Chief Investment Office.
09/15/2025
Merrill Wealth Management Introduces New Unit For High And Ultra-High Net Worth Clients
The new group will be led by Kurt Niemeyer
09/15/2025
UBS Asia-Pacific Assets Surpass USD1 Trillion Amid Strong Wealth Management Growth
This milestone follows UBS’s 2024 acquisition of Credit Suisse, with Asia-Pacific becoming the first region to complete full client integration across wealth management, investment banking, and asset management divisions.
09/15/2025
Building the future of Swiss finance – Lombard Odier’s new headquarters is Herzog & de Meuron’s latest architectural masterpiece
The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing
09/15/2025
Indosuez Wealth Management Expands European Private Markets Funds for Asian Clients
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.