03/26/2025
Vontobel launches European Equity Income Plus fund
The high-conviction strategy will target dividends and options as dual income sources.
Wealth and Asset Management
03/26/2025
UBS London wealth advisors lured by ex-Goldman Sachs guy
UBS’s people are not just setting up their own firms and going to Lombard Odier, they are also joining Julius Baer.
03/26/2025
UBS and SuMi Trust joint venture to acquire Credit Suisse wealth management business in Japan
The JV will absorb Credit Suisse’s Japanese advisor base and wealth management assets.
03/26/2025
Gilt portfolios are comfortably beating cash for wealth managers
Tax rules mean UK government debt portfolios are equivalent to 7% cash savings accounts for higher earners.
03/26/2025
Waverly expands with acquisition of GGM Wealth Advisor
The acquisition adds GGM's $400m in assets under management to Waverly's portfolio, raising its total AUM to about $17.4bn.
03/25/2025
Clifton Wealth Partnership makes appointment for new M&A role
He has also worked in both advisory and paraplanning roles throughout his career.
03/25/2025
Pembroke Private Wealth Management Ltd. Announces Portfolio Adviser Change and Termination of Class F Units Distribution for Pembroke International Growth Fund
There is no change to the investment objective of the Fund.
03/25/2025
JPMorgan Sues Former Bank Branch Advisor Who Left for Morgan Stanley
The suit asks that she be barred from soliciting former JPMorgan clients while FINRA arbitration proceedings play out.
03/25/2025
Quilter expands footprint in Northern Ireland adding newly launched PHW Wealth Partners to its advice network
The team brings extensive expertise in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.
03/25/2025
London & Capital and Waverton Investment Management unite as W1M as the firm pursues ambitious growth beyond £21 billion AUM milestone
The firm has now set itself the target of expanding its market share and becoming the preeminent wealth and investment manager for high net worth and ultra-high net worth clients, charities and institutions.
03/25/2025
Baloise in Switzerland successfully expands insurbanking in the 2024 financial year
The combined ratio fell by 6.7 percentage points thanks to an improved claims environment.
03/25/2025
2025 Wealth Industry Survey: The eve of disruption
Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.
03/25/2025
The BlackRidge Group Named to Forbes Magazine's Best-In-State Wealth Management Teams
To be named to this list recognizes The BlackRidge Group’s professionalism and dedication to the needs of their valued clients.
03/25/2025
Proxy advisory firm ISS opposes Julius Baer board pay package
ISS said it objected to the compensation for the board, which is due to be reduced to eight from nine members, being increased in order give the chairman more.
03/24/2025
CFRA Research Chosen by LGT Private Banking as Exclusive Global Equity Research Provider
CFRA provides LGT’s investment professionals with industry-leading global fundamental equity research through their MarketScope Advisor Platform and product shelf.
03/24/2025
How private assets can play a key role in long-term investment plans
Private assets can play a key role in long-term investment plans, with potential benefits both in terms of better risk-adjusted performance over traditional asset classes and enhanced diversification.
03/24/2025
HSBC to back Chinese companies in their global expansion plans, CEO Elhedery says
With continued investment, China is poised to lead the future of technology-driven, resilient, and sustainable supply chains, Elhedery says
03/24/2025
TISE reports record turnover, profit & EPS for 2024
The International Stock Exchange (TISE) has reported record turnover, profit and earnings per share for 2024.
03/24/2025
ADIB strengthens wealth management capabilities with key appointment
Basit brings nearly two decades of experience in wealth management and capital markets across leading global financial hubs
03/24/2025
Pimfa WealthTech and Morningstar invita applications for AI TechSprint
Access to high-quality data, robust evaluation metrics, and seamless integration tools remains a barrier for many looking to leverage AI effectively.