04/22/2025
The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.
04/22/2025
The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.
04/22/2025
The firms are tapping into the ‘rapidly expanding’ credit secondaries market.
04/22/2025
This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.
04/17/2025
The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’
04/17/2025
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
04/17/2025
The survey explored investor views on sector opportunities for the second quarter of 2025
04/17/2025
The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.
04/17/2025
The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.
04/17/2025
The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.
04/17/2025
Connected Wealth is ultimately about ensuring that wealth serves a greater purpose
04/17/2025
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
04/16/2025
The new asset manager is set to start operations in early 2025, upon its license approval by Finma.
04/16/2025
The division reported a 489% surge in its new investment assets in the fourth quarter.
04/16/2025
This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.
04/16/2025
Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified.
04/16/2025
Brooks Macdonald Group plc has announced flows and funds under management and advice ("FUMA") for the three months ended 31 March 2025 ("quarter" or "Q3").
04/16/2025
Deal adds R$18bn to bank’s multifamily office business, deepens consolidation strategy
04/16/2025
Judging by the below rankings of CEO compensation across 13 of the biggest firms in the business, wealth management scored big for them last year.
04/16/2025
The wealth centre, which will open in the second half, is aimed at the growing silver economy, HSBC Life’s Daisy Tsang says