03/31/2025
Canaccord Wealth relocates in Newcastle following RBC Brewin raids
The new office in Strawberry Place signals the wealth firm’s intent to grow its North East proposition following a string of hires from RBC Brewin Dolphin.
Wealth and Asset Management
03/31/2025
How Gen Z is changing the face of wealth management
Gen Z is not just inheriting wealth; they are redefining investment priorities.
03/31/2025
HSBC Asset Management launches hedge fund strategy
The portfolio will mostly allocate to the flagship hedge fund strategy HSBC Global Hedge Fund
03/31/2025
Hampden Bank reports strong financial results for 2024 and growth plans for 2025
The board has proposed a dividend to shareholders of 3.2p per share, doubling last year’s inaugural dividend.
03/31/2025
Evelyn Partners to complete the sale of Professional Services business to funds advised by Apax
Both businesses remain committed to pursuing a strong ongoing commercial relationship, underpinned by a mutual commitment to continuity in the services provided to clients, as well as ways to develop new growth opportunities together.
03/31/2025
Wealthy clients ditch DFMs for banks to get alts access
Access to alternatives is the ‘biggest differentiator’ for private banks in an environment where the investment approach is almost identical to those of wealth firms.
03/31/2025
Julius Baer’s new CEO has a turnaround plan: ‘He’s like a human dynamo’
Julius Baer has had three CEOs in eight years. Will Stefan Bollinger be the one who finally fixes the wealth manager?
03/28/2025
DeVere Group launches private bank
The company says the launch “has been facilitated” by the acquisition of St Lucia-based Arton Bank for an undisclosed sum.
03/28/2025
HSBC Eyes More Hires for U.K. Private Banking Arm — Financial News
The U.K. lender has shuttered its M&A and equity capital markets arm in the U.K. and Europe and has also taken an axe to jobs in sector teams.
03/28/2025
UOB Asset Management Switches its United SSE 50 China ETF’s Index to track the FTSE China A50 Index
The change allows for a more comprehensive coverage of China’s A-Shares market as it includes the 50 largest and most liquid A-Shares on the Shanghai and Shenzhen Stock Exchanges.
03/28/2025
Twenty-Six UBS Advisor Teams in Southern California and Hawaii Named to Forbes Best-In-State Wealth Management Teams List
The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
03/28/2025
Swiss Bank CBH Attracts Increased Client Assets
This strong performance was driven by both positive market developments and a net inflow of 619 million francs in net new money.
03/28/2025
Luxembourg wants to modernise tools to account for digital assets
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Wealthtime owner buys Craven Street Wealth
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/28/2025
Vontobel successfully places a CHF 200 million inaugural senior unsecured bond
This transaction establishes Vontobel’s presence in the CHF senior bond market, adding diversification, stability, and flexibility to the company’s funding structure while reaching a broader investment base.
03/28/2025
A new era of giving: how family philanthropy is creating an impact
The first is a general shift in attitudes towards wealth and inheritance, with older and younger generations more likely to agree that a family fortune should be used to serve a broader purpose.
03/28/2025
Santander, the World's Best for International Latin American Clients by Euromoney
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
03/28/2025
Shackleton sets deadline for first round bids as wealth manager’s sale talks continue
‘Britain’s wealth manager’ is looking for up to £600m for the business
03/28/2025
RMB Private Bank recognised as South Africa’s Best Private Bank at the 2025 Euromoney Global Private Banking Awards
The Euromoney Global Private Banking Awards are regarded as a benchmark for excellence in private banking and wealth management.
03/28/2025
BMO Named Canada's Best Private Bank for Ultra-High-Net-Worth Clients and Philanthropic Advisory Services at Euromoney Awards
These awards recognize BMO's commitment to meeting the unique needs of Private Wealth clients