04/01/2025
Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel
Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.
Wealth and Asset Management
04/01/2025
Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025
The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.
04/01/2025
For the first time, EUROMONEY rewards a Swiss independent wealth manager: NOVUM CAPITAL PARTNERS
Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.
04/01/2025
Fairstone targets £40bn AUM as it reaches £20bn milestone
Enhancements to its DBO model are designed to dovetail with its new 5-year strategy
04/01/2025
ROYC and BCG: Capturing Wealth Management’s $3 Trillion Private Market Opportunity
Taken together, investor demand, product innovation and regulatory change should lead to continued growth.
04/01/2025
Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence
All UBP London-based teams will move into a new office in Marylebone later this year.
04/01/2025
Alex Friedman and Larry Hatheway close non-profit ‘action tank’
The duo, who both held senior roles at UBS and GAM, launched Jackson Hole Economics in 2020.
04/01/2025
FIBT Wealth Services Division Acquired by Wealth Enhancement
This partnership marks the firm's first location in North Dakota.
04/01/2025
Rathbones Group Plc - 2025 Annual General Meeting
This year, the Board has also made arrangements to enable shareholders to attend and participate in the meeting electronically should they wish to do so.
03/31/2025
UBS Secures Key Regulatory Win in China
UBS Securities is active in global banking, global markets, research, and wealth management.
03/31/2025
Private markets a ‘critical factor’ to wealth managers’ success
Natixis Investment Managers’ 2025 Wealth Industry Survey canvassed 520 individuals responsible for running investment platforms and managing client assets in 20 countries.
03/31/2025
Lombard Odier named world’s best private bank in two categories at the 2025 Euromoney Awards
The award recognises our integrated approach to succession planning, in which we ensure the next generation is fully included throughout the process.
03/31/2025
Hoxton Wealth unveils its first office in North West England
The team will be headed up by Jonathon Jay, the company’s UK managing director
03/31/2025
Lombard Odier wins best technology outsourcing solution at the WealthBriefing European Awards 2025
This accolade is a testament to our dedication to delivering cutting-edge solutions that address the evolving needs of our private and institutional clients, including our Business Process Outsourcing (BPO) partners.
03/31/2025
Investing in private assets – the “giant of the real economy”
Throughout the day a number of key themes emerged, chief among them the importance of portfolio diversification as a way to build portfolio resilience.
03/31/2025
Objectway Joins the UN Women’s Empowerment Principles to Champion Gender Equality
Through the participation in the Women’s Empowerment Principles network, Objectway is contributing to a broader movement that will shape a more equitable, inclusive, and progressive future for all.
03/31/2025
GAM and Gramercy enter into Strategic Partnership for Emerging Market Debt Strategies
Once customary regulatory approvals are achieved, Gramercy will become the delegate investment manager for all GAM’s EM Debt investment strategies.
03/31/2025
Sale of domestic Brazilian business successfully completed
Julius Baer Group announces the successful closing of the sale of its domestic Brazilian wealth management operation to BTG Pactual on 28 March 2025.
03/31/2025
UBS acquires full ownership of UBS Securities in China
UBS will be acquiring an additional 33% stake in UBS Securities from Beijing State-owned Assets Management Co., Ltd to raise its stake from 67% to 100%.
03/31/2025
Canaccord Wealth relocates in Newcastle following RBC Brewin raids
The new office in Strawberry Place signals the wealth firm’s intent to grow its North East proposition following a string of hires from RBC Brewin Dolphin.