07/11/2025
HSBC UK unveils wealth centre to attract affluent clients
The bank opens a $5m flagship space in St James’s, aiming to mirror its successful Asian wealth model and strengthen international investment links.
Wealth and Asset Management
07/11/2025
St. James’s Place comments on the future of the Triple Lock
There are other options such as freezing the State Pension and increasing access to Pension Credit which might be a more pragmatic route – it’s already in place and better targeted to those who need help most.
07/11/2025
Ex-Maerki Baumann manager launches private markets firm
Aurea Partners, launched by Raphaela Schröder and Reto Börlin, will support private markets managers with their entry into Switzerland, and help them navigate the local market and regulations.
07/11/2025
Top 50 IAM acquires another Zurich wealth manager
The SSI Group, which is a part of Cinerius Financial Partners, has announced a further acquisition with Monaval.
07/10/2025
PIMCO Announces New Partnership with Aditum in the United Arab Emirates
Aditum Launches Two Funds Offering Access to PIMCO Strategies
07/10/2025
Partners Group opens office in Miami
The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23.
07/10/2025
The European asset management industry: Navigating volatile times
Macroeconomic uncertainty and weaker profits are forcing the industry to rethink its business and operating models.
07/10/2025
HSBC spends £3.5m on its first UK wealth centre
The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.
07/10/2025
StanChart PB cancels client event in Thailand on compliance concerns
The British lender, like many rivals, serves Thai clients from Singapore, where it books assets.
07/10/2025
Sanctuary Wealth Lands Former Bank of Montreal Advisor Who Managed $580M In Assets
Advisor Bernard Reed has launched Velorum Wealth Management and aligned it with Sanctuary’s partnered independence model.
07/10/2025
Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million
Investors encompass institutions from a wide range of geographies and include public pensions, corporations, foundations, and family offices.
07/10/2025
Why tech is key to managing the great wealth transfer
These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.
07/10/2025
Klaus Wellershoff opens asset manager to retail investors
DV8 Investment Solutions sees a Wellershoff trinity bring their new ultra-simplified investment firm to a wider audience.
07/10/2025
EFG International stock downgraded to Neutral by Citi on valuation
The investment bank concluded that while it remains positive on EFG’s medium-term outlook, the risk-reward profile now appears "more balanced" with the current valuation looking "fair" following the recent share price appreciatio
07/10/2025
Liontrust reports £1.1bn outflows but assets remain steady
Liontrust said 73% of its funds were in the first or second quartile of their sectors since inception as of 30 June.
07/09/2025
Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women
As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.
07/09/2025
Deutsche Bank consolidates wealth services for enhanced client focus
A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.
07/09/2025
Navigate Capital Management merges with Partners Wealth Management
NCM is a well-established financial planning and independent advice firm based in Surrey.
07/09/2025
Edmond de Rothschild Asset Management ranked among the Top 200 Asset Managers in Europe by Funds Europe
The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.
07/09/2025
Quilter Cheviot renames sustainable funds under new FCA labelling rules
From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.