Managers of Wealth

Evelyn Partners trading update for the three months ended 31 March 2025

At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.

Rathbones Group Plc Trading Update

This reflected the broader industry trend of weaker flows into equity, fixed interest and multi-asset funds, with flows leaning more towards money-market funds in the quarter.

Retirement Planning drives demand for bespoke investment services

Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.

BBVA Opens Its Third International Private Banking Hub in Spain, Following the U.S. and Switzerland

The new unit, based in Madrid, has 5 professionals dedicated to international clients

VCC Structures Are Positioning Singapore as a Prime Global Location for Wealth Management

Among the MAS’s aims for the VCC is to encourage more funds to be domiciled in Singapore and enhance the city-state’s value as an international fund-management centre.

Successful first quarter for Valiant in 2025

Valiant remains on a good course in a volatile interest rate environment and achieved a solid operating result of CHF 53.7 million (-5.7%).

Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses

The strategic hire comes as the merged firms prepare to formally unite under a single brand, W1M, in June.

Wealth managers not worried by lack of corporate guidance

Advisors are nonplussed over the growing number of companies suspending earnings guidance due to tariff uncertainty.

UOB’s 1Q25 net profit stable YoY at S$1.5 billion

Supported by broad based income momentum; Prudent stance amid macro uncertainties

Joint Statement from GAM Investments and Fermat Capital Management regarding GAM FCM Cat Bond Fund (BVI)

The BVI Fund will undergo an orderly and managed transition to Fermat.

UBS: New Partnership in Private Credit Space

The agreement formalizes and widens an existing partnership, uniting two leading global institutions to create a compelling private-credit offering.

Quilter Cheviot Europe acquires Irish investment advisory firm, GillenMarkets

This new acquisition will help expand QCE’s presence in Ireland and continue to evolve its integrated investment management

Lori Rabinowitz named to Forbes’ Best-in-State Wealth Advisors

Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.

£36m Downing fund transfers to Tyndall

Co-managers Mike Clements and Pras Jeyanandhan join Tyndall IM

Waystone To Acquire Leading Luxembourg ManCo, BIL Manage Invest

BIL Manage Invest has built a strong reputation for its expertise and client-centric approach in the fund industry.

Mercer finalises SECOR Asset Management purchase

More than 40 SECOR employees from New York and London joined Mercer as part of the acquisition.

Different journeys to profitable growth

Addressing advisers at the recent BlackRock Wealth Symposium, the younger Heine, attributed the success of Netwealth to good timing, a bit of luck and continuous, incremental improvements.

UBS Advisors Mark Binder and Craig Chiate Named to Forbes Best-In-State Wealth Advisors list

Craig Chiate ranked #3 in the Los Angeles Private Wealth category and Mark Binder was recognized as #2 in Southern California Private Wealth.

UBS to pay $511m to settle Credit Suisse tax evasion case

This agreement requires the company to assist in ongoing investigations and pay penalties related to US accounts managed at Credit Suisse Singapore.

Private Wealth Shapes Global Commercial Real Estate

This class of investor is becoming one of the most active and influential participants in real estate, complementing the strengths of traditional institutional powerhouses.

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Wealth and Asset Management