04/02/2025
Cazenove Capital named as ‘The UK’s Best Wealth Manager’ in the Euromoney Private Banking Awards 2025
We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.
Wealth and Asset Management
04/02/2025
Unique AI’s Vision for the Future of Wealth Management: Asia Specialist Damien Piper Shines a Light
Damien believes Unique AI is playing a pivotal role in shaping the next generation of AI-driven wealth management, positioning firms to operate with greater intelligence, agility, and responsiveness in an increasingly digital world.
04/02/2025
Five Wealth Enhancement Advisors Recognized on the 2025 Forbes Top Women Wealth Advisors Best-in-State Ranking
This elite list annually recognizes the country's top-performing women financial advisors who lead the way by offering best practices and providing a high-quality experience for their clients.
04/02/2025
Titan Wealth strengthens pensions offering with acquisition of Workplace Advice Group
Following the acquisition, Titan Wealth’s assets under management and advice will total £36bn.
04/02/2025
Asia’s private banking reimagined: Four forces reshaping wealth management
Private banking’s rising influence within Asian financial groups stems from its outsized contribution to margins and fees.
04/02/2025
Mirabaud and AltamarCAM Partners launch an evergreen semi-liquid private equity strategy
The strategy represents a key achievement within the strategic partnership established by AltamarCAM and Mirabaud in 2021
04/02/2025
Quantamental Capital joins forces with Zug boutique
Deep Field Capital has launched several vehicles which provide access to Quantamental Capital’s flagship market-neutral US cash equities strategy.
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.
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