07/09/2025
Nutmeg losses hit £40m in 2024 despite £2bn asset boost
Robo-adviser's owner JP Morgan backs company with £100m injection and new portfolio launches.
Wealth and Asset Management
07/09/2025
Chase de Vere’s profits up £32m as firm eyes further acquisitions
Pre-tax profits mark a 24.2% increase from £25.7m in 2023.
07/08/2025
How to prepare the next generation for wealth
Providing for your family and ensuring they have access to better opportunities in life is crucial for many people.
07/08/2025
Guernsey Finance celebrates quartet of prestigious industry awards
For the second year in a row, the local agency has won an award at the WealthBriefing Wealth for Good Awards, this year for the Sustainability Programme (UK) category.
07/08/2025
Derbyshire and Ryley Wealth Management extend partnership
As well as extending the naming rights deal, Ryley Wealth Management also continue to sponsor Derbyshire all-rounder
07/08/2025
Investing in unprepared inheritors for lasting family wealth
As trillions change hands, global families are realising they need to invest in a new generation of heirs, often isolated from peers and lacking in self-esteem
07/08/2025
HSBC announces Sami Abouzahr as Global Head of Investments and Managed Solutions, Wealth and Premier Solutions
Sami spearheads the bank’s wealth product strategy
07/08/2025
Inside the first-half: 30 events, from selloff to snapback
The first half had it all — a blockbuster start, a sharp policy-driven sell-off, and a record-breaking rebound, all before the second act began.
07/08/2025
UBS Asset Management launches first active ETF
The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.
07/08/2025
Zurich independent asset manager crosses the Limmat
Dara Capital relocates 11 minutes across the Limmat.
07/07/2025
«Reputation, Trust, And Presence Matter as Much as Investment Returns»
Clients are increasingly sophisticated—demanding institutional-quality advice, global access, and rigorous due diligence.
07/07/2025
Schroders launches Global Digital Assets Centre of Excellence in Singapore
Singapore. It will drive thought leadership and the development of best practice through policymaker engagement and industry collaboration across Schroders globally, and the broader asset management industry.
07/07/2025
Navigating Uncertainty: How Maybank is Positioning for Wealth Leadership Across ASEAN and Beyond
In this conversation, he shares how Maybank is building a differentiated wealth proposition that speaks directly to this new era of caution, agility, and long-term trust.
07/07/2025
BOS implements bank-wide investment process overhaul
Bank of Singapore has developed a new strategic asset allocation framework that will underpin the management of its funds and discretionary portfolio management service.
07/07/2025
‘Know your limits’, wealth managers tell fund sales forces
Wealth managers say partnerships with fund houses are shifting away from being purely transactional and the way to earn trust is through understanding limitations.
07/07/2025
Finalists for the Australian Wealth Management Awards revealed
The finalists for the Australian Wealth Management Awards 2025 have been revealed, shining a spotlight on the top performers and rising stars across the nation’s wealth sector.
07/07/2025
How DBS Turns Insight Into Impact For Wealth Clients
It wasn’t a fluke.
07/07/2025
Shake-up of financial advice rules could trigger more wealth deals
If clients can accept more impersonal support, the FCA’s plans will transform the market
07/07/2025
Ray Ang: «This is the New Playbook for Wealth Succession»
More than just a numerical shift, this wealth transition is reshaping the very fabric of wealth succession in a region where family businesses represent the backbone of the economy.
07/07/2025
What private banks' alts teams look like and how they're expanding
Private markets is the hot area for expanding teams. See where the big banks are investing in headcount.