05/29/2025
UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald
The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management
Wealth and Asset Management
05/29/2025
Louisa Carruthers becomes Partner at Lincoln
Her promotion reflects the broad impact she continues to have at Lincoln, in addition to her role as Senior Portfolio Manager in our Investment team.
05/29/2025
Paragon Capital Management Nets 20-Year Veteran
Based in Singapore, he will report to Paul Lee, co-founder, CEO and chief investment officer as well as Irene Ng, chief operations officer and compliance/risk officer.
05/29/2025
How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie
The shift towards outsourced solutions has been steadily gaining momentum among financial planning firms, particularly those with less capacity and fewer resources for chasing benchmark-beating returns.
05/29/2025
Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025.
05/29/2025
Evelyn Partners Becomes Official Wealth Management Partner of Saracens Rugby Club
Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome
05/29/2025
IK Partners stakes Irish wealth management boutique
PE firm aims to help bankroll Dublin-based Kestrel Capital's expansion plans.
05/29/2025
Mattioli Woods to merge with Kingswood to create £25bn group
The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.
05/29/2025
Hoxton Wealth secures over £1M in tax refunds for clients
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
05/29/2025
Swiss Banking Between Confidence and Self-Reassurance
Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.
05/29/2025
UBS Global Family Office Report 2025 published: All eyes on the global trade war
The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.
05/29/2025
Challenges to Asian family transfers leave $5.8tn at stake
Families are increasingly drawing on external expertise to manage succession more effectively, agrees Cherry Ng, head of wealth planning Asia at BNP Paribas Wealth Management in Hong Kong.
05/29/2025
HSBC reportedly cuts analyst positions in restructuring effort
This decision also involves the termination of Steven Major, the global head of fixed income research.
05/29/2025
RBC’s profit jumps on HSBC deal, wealth management boost
The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.
05/29/2025
JTC Group in Guernsey Named Best Fund Administrator in Global Awards
The JTC Group has had an office in on the Island since 2011
05/28/2025
Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham
He joins the firm from Merrill Lynch.
05/28/2025
Honoring Excellence: John Cultra's Induction Into Barron's Advisor Hall of Fame
This honor recognizes John’s exceptional career, his consistent presence in Barron’s Top 100 Advisors for over a decade, and his commitment to delivering unparalleled service to clients.
05/28/2025
SIX Recognized at Global Custodian Awards 2025
SIX has been strengthening its European custody operations
05/28/2025
Asset Management: Lombard Odier Hires Industry Veteran
«We are delighted to welcome Stéphane to Lombard Odier IM,» said Ducat.
05/28/2025
Nomura Asset Management Celebrates Major Wins at the EPF External Fund Managers Awards 2024 with Five Prestigious Honors
Nomura Asset Management Malaysia and Nomura Islamic Asset Management remain committed to pushing the boundaries of performance, resilience, and innovation in asset management, striving not just to meet expectations, but also to exceed them.