01/28/2025
Oak Group leaders recognised with industry honours
Stuart Dowding, Group Head of Private Client, was named one of the 2025 eprivateclient 50 Most Influential.
Wealth and Asset Management
01/28/2025
LPL Financial Welcomes Bruen Wealth Management
The Bruens reported serving approximately $1.3 billion in advisory, brokerage and retirement plan assets* and join LPL from UBS.
01/28/2025
Brown Advisory Colleagues Making a Difference in Austin
Each year we recognize colleagues who are leaders in our client-first and team-centric approach through our annual promotions of partners and principals.
01/28/2025
Foresight acquires WHEB Asset Management
Deal will add almost £800m to the group’s AUM
01/28/2025
Putting cash to work should remain a strategic priority for investors
Government and investment grade bonds, diversified fixed income exposure, and equity income strategies can all play a role in sustaining portfolio income.
01/28/2025
Brooks Macdonald announces the commencement of a share buyback programme
The shares will be purchased in the open market and cancelled to reduce the Company's share capital.
01/28/2025
Private Fund Giants Gain Traction With Europe’s Wealthy Families
EU approvals of new-style evergreen funds tripled last year
01/27/2025
CEO Above All: This CEO Is Richer Than Bezos, Musk and Ambani; USD 11.5 Trillion In Asset Management -- Details
In contrast, figures like Elon Musk, Jeff Bezos, Bill Gates, Mukesh Ambani, and Gautam Adani are household names, often topping billionaire lists.
01/27/2025
UBS Advisor Team The Stephens Group Named to Forbes Best-In-State Wealth Management Teams List
The third annual Forbes-SHOOK Best-In-State Wealth Management Teams list ranks more than 5,300 teams with cumulative assets of $7 trillion.
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).