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Wealth and Asset Management

01/27/2025

Skylight Wealth Management Named One of the Best Wealth Management Teams in the State

The rankings are based on data provided by thousands of the nation’s most productive advisors and their teams.

01/27/2025

Union Bancaire Privée Annual results 2024

Union Bancaire Privée increases its group profit to CHF 257.4 million in 2024

01/27/2025

Credit Suisse AT1 Bond Disputes: Switzerland in the Hot Seat

A key legal decision in New York this February could determine the next steps in the escalating conflict.

01/27/2025

Schroders set to adopt all four SDR labels spanning 16 funds

These encompass the ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’ and ‘Sustainability Mixed Goals' labels.

01/27/2025

Evelyn Partners announces the sale of its Fund Solutions business to Thesis

The transaction, which is subject to customary regulatory conditions, is expected to complete in the first half of 2025.

01/27/2025

Liontrust buys Quilter for £2.8bn Special Situations fund

The wealth firm is among a number of buys as the UK special sits team looks to turnaround the struggling fund.

01/27/2025

Barclays scores sport partnership becoming the principal partner of Lord's Cricket Ground

The new partnership with the Home of Cricket joins football and tennis in Barclays’ commitment to professional and grassroots sport

01/27/2025

Objectway supports Baader Bank to propel its 'Road to Future' program

By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.

01/24/2025

Curious Shifts Behind the Scenes in Asia's Wealth Management

Both decided to close their Hong Kong offices in relatively short order.

01/24/2025

Ruffer to cut a dozen more UK roles

The latest round of redundancies follows the 20 UK jobs that went last year.

01/24/2025

Guernsey Finance to update industry on new opportunities

Financial services in Guernsey is worth £1.3 billion to the local economy, which is more than the next 10 industries combined, representing 40% of GVA (gross value added).

01/24/2025

The Flower Group launches M&A support service for wealth managers

The service has already made a significant impact, working with eight acquirers and 30 sellers

01/24/2025

Titan Wealth expands with acquisition of Advisa Wealth

This strategic move strengthens Titan’s international financial planning capabilities and enhances its presence in the Channel Islands.

01/24/2025

Weatherbys’ Private Bankers recognised in the Spear’s 500 Wealth Management Index

The directory features the very best private client advisers, wealth managers, lawyers, and service providers globally, and we are thrilled to have been included.

01/24/2025

Delivering Global Private Banking Excellence in Asia

At Morgan Stanley, we believe in delivering “first-class business in a first-class way.”

01/24/2025

Private bank-backed equity boutique closes down

Crystal Asset Management specialised in concentrated European equity portfolios.

01/24/2025

These Four Swiss Financial Institutions Are Hotly Tipped

They also point out that the outcome of the capital adequacy debate will not only be relevant for UBS.

01/24/2025

Utmost Wealth Solutions launches Navigator technical briefing

This edition also welcomes expert contributors from Utmost’s new colleagues at Lombard International with commentary on the implications for EU insurers

01/24/2025

OneDigital invests in Canadian wealth manager PWL Capital

PWL will adopt the OneDigital brand while remaining an independent subsidiary under the new partnership.

01/24/2025

Report says wealth management M&A peaked in 2024

Deals involving RIAs with $100 million or more in AUM were the most on record, Berkshire Global Advisors says

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04-29-2026

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04-29-2026

2026 Spring Economic Update: An overview of key measures that may impact you

04-29-2026

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UBS's first-quarter 2026 results

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