02/12/2025
Bluespring Wealth buys Kentucky’s Reliant Wealth Planning
The acquisition adds over $560m in assets under management to Bluespring's portfolio.
Wealth and Asset Management
02/12/2025
Jupiter announces its first active ETF for global government bonds
Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.
02/12/2025
UK’s wealth exodus to continue as token tax tweak falls flat: deVere
deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.
02/12/2025
Brookfield Asset Management Announces Record 2024 Results and 15% Dividend Increase
Quarterly Fee-Related Earnings up 17% Year-Over-Year to a Record $677 Million
02/12/2025
APEX Global regulatory update Q4 2024
In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.
02/11/2025
BlackRock sees opportunity in european credit
Despite sluggish growth, the Euro Area remains resilient.
02/11/2025
Wealthy Brits more likely to attribute wealth to investing in markets than property, according to Brown Shipley survey
35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments
02/11/2025
If You Build It, They Will Come: Winning Content Strategies For Wealth Managers
Wealth managers who deliver high-quality, client-centric content won’t just stand out in a competitive market—they’ll build lasting relationships with clients.
02/11/2025
The looming advisor shortage in US wealth management
Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.
02/11/2025
St James’s Place dethrones Fundsmith as UK’s largest fund
SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.
02/11/2025
Migros Bank accepts setback in interest business
Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.
02/11/2025
UBS CEO Reiterates Focus on Cost Cuts in US Wealth
The comments came as UBS’s headcount in the Americas
02/11/2025
Liechtenstein IAM backs ‘excellent opportunities’ in European stocks
Bruno Verstraete believes the perception of European economic weakness and the exceptionalism of the US appears to be shifting.
02/11/2025
Pictet announces full-year results for 2024
Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.
02/11/2025
Geology and pipelines set limits on Trump’s ‘drill, baby drill’
The Trump administration is promoting US fossil fuel production by reducing environmental regulations, accelerating drilling permits and opening up federal land for oil and gas extraction.
02/11/2025
Private banks tell clients to buy the dip on AI stocks
UBS and Standard Chartered this week urged clients to add to long-term technology holdings on any sell-offs.
02/11/2025
Wealth Management Sector Scorecard: Key Factors Shaping the Wealth Management Sector in 2025
This report scores the world's leading wealth management companies against the 10 themes that are impacting their industry the most.
02/11/2025
Fund finance uncovered: Five key trends from our industry roundtable
The fundraising environment is improving and there will essentially be a backlog of funds that were not launched in 2023 or 2024.
02/11/2025
Standard Chartered: local and global experts
Demir Avigdor, managing director, head of private banking UK, Standard Chartered, believes wealth is growing, not only in volume, but geographically.
02/10/2025
Essential wealth strategies for turbulent times (by Daniel Kalt)
In addition to these regular internal investment meetings, Mark Haefele also continuously advises hundreds of clients on strategic investment issues.