06/17/2025
France’s Elite Are Moving to Protect Wealth Before 2027 Election
Macron has actively courted the wealthy to invest and create jobs in the country since coming to power in 2017.
Wealth and Asset Management
06/17/2025
Partners Group seals distribution deal with Italian bank Sella
Clients of the €1.8bn bank will be able to access the PE-focused evergreen fund with a minimum investment of €10,000.
06/17/2025
SJP gears up for wealth push as DFM losses narrow
After pumping millions into its Rowan Dartington wealth arm over the last decade, the business is finally close to breaking even.
06/17/2025
Imperium colleagues recognised in prestigious industry awards
These awards celebrate outstanding professionals under 40 in the private wealth industry across the UK and Crown Dependencies.
06/16/2025
Sumitomo Mitsui and SBI to launch wealth management joint venture
The amount of assets held is also expected to rise by about a third to ¥953 trillion by the end of fiscal 2035 compared with the end of fiscal 2024.
06/16/2025
Rich Americans look to London as UK battles non-dom exodus
Roughly 14,000 millionaires left the UK in 2024, but there’s been a ‘significant increase’ in enquiries from wealthy US families willing to take a chance on the City
06/16/2025
Baby boomers will pass on a massive amount of wealth; Rochester foundations are preparing for it
They say that if only a tiny sliver of this wealth were captured in the form of charitable giving, the benefits for local communities could be game-changing and enormous.
06/16/2025
Blackstone's Solotar: Public/private still 'clunky' for wealth buyers
Joan Solotar says it's not as easy as it seems for wealth firms to weave together public and private assets, and that’s where the alts giant sees a new opportunity.
06/16/2025
Saxo's Powerplay: How the digital bank continues to grow in Switzerland
Saxo Bank has grown significantly in Switzerland in recent years.
06/16/2025
JTC Strengthens Partnership with TISE Through Comprehensive Scheme of Arrangement Services
As Registrar of TISE, JTC Registrars Limited has consistently provided the full suite of registrar services, including the provision of CREST services.
06/16/2025
Back-to-back win for Saffery Trust in eprivateclient Excellence Awards
The firm received a Highly Commended recognition in its first year of entry, followed by three successive wins, including back-to-back success in the most recent years
06/16/2025
Former UK Cabinet Minister to Headline Private Wealth Conference
He will be joined by a number of expert speakers at the half-day London event to be held at the Brewery on Tuesday 23 September.
06/16/2025
Lazard Releases 2025 Levelized Cost of Energy+ Report
The report explores key aspects of energy generation, energy storage, and system-level considerations while reflecting on developments over the past 12 months.
06/16/2025
Against the industry trend: Small private bank flourishes
In a market where numerous institutions are under pressure and mergers and exits are commonplace, this development seems almost anachronistic.
06/16/2025
From data to AI: how wealth managers can evolve to meet rising client expectations
These discussions were organised on the margins of the PWM Wealth Tech Awards, an event that celebrates excellence and innovation in the wealth management industry.
06/16/2025
Utmost Wealth Solutions Reports Major Growth Milestones in 2024
Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries
06/13/2025
Swiss asset managers face margin pressure despite growth
A new report by the Asset Management Association shows industry profitability is increasingly reliant on growing managed assets rather than margin expansion.
06/13/2025
JP Morgan tops advisory record
Head of JP Morgan Advisors Phil Sieg adds that these advisors are trusted partners to their clients, and the milestone speaks to the strength of that partnership.
06/13/2025
AFH Wealth Management nets £250M debt refinancing from Ares
Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.
06/13/2025
Sarah-Louise Mason shortlisted in Citywealth's Future Leaders Awards 2025
In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.