05/30/2025
Market volatility, economic uncertainty not stopping HNW wealth transfer
Long-term gifting plans remain as wealthy clients stay focused.
Wealth and Asset Management
05/30/2025
RBC goes to UBS again, snags $1.6B team: Advisor Moves
Their departure comes several months after UBS executives predicted that changes in the firm's compensation policies
05/30/2025
Enhancing education through technology
Education is a fundamental human right and can be a powerful tool for breaking the poverty cycle, reducing inequalities, building more peaceful sustainable societies, and fostering longer-term economic growth through supporting innovation.
05/30/2025
Hightower Makes Strategic Investment in Smith Anglin
Smith Anglin marks the second strategic investment for Hightower in 2025.
05/29/2025
Wealth Manager Joins Twenty Four Wealth
Kirpalani most recently co-managed more than $300 million in assets serving more than 330 clients at a Greenwich, Conn.-based wealth management firm.
05/29/2025
Former CEO of Rochdale Launches Sandro Wealth Management for Elite Advisors
A New Private Wealth Firm, Sandro Wealth Empowers Advisors to Win the Top 10% of Wealthy Clients
05/29/2025
UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations.
05/29/2025
Partners Group targets wealthy with evergreen royalties fund launch
The fund, based on an existing strategy, invests across multiple sectors, including films, music and gas, aiming for annualised returns of 10%.
05/29/2025
UBS Asset Management reaches agreement to sell its O’Connor business to Cantor Fitzgerald
The sale includes O’Connor’s six investment strategies with ~USD 11bn in assets under management
05/29/2025
Louisa Carruthers becomes Partner at Lincoln
Her promotion reflects the broad impact she continues to have at Lincoln, in addition to her role as Senior Portfolio Manager in our Investment team.
05/29/2025
Paragon Capital Management Nets 20-Year Veteran
Based in Singapore, he will report to Paul Lee, co-founder, CEO and chief investment officer as well as Irene Ng, chief operations officer and compliance/risk officer.
05/29/2025
How are wealth management leaders positioning themselves for 2025? Insights from Redington’s Tara Gillespie
The shift towards outsourced solutions has been steadily gaining momentum among financial planning firms, particularly those with less capacity and fewer resources for chasing benchmark-beating returns.
05/29/2025
Forty-five UBS Financial Advisors in Southern California and Hawaii Named to Forbes Best-in-State Wealth Advisors List
Newport Beach-based advisor Mark Binder was also recognized as one of the top 250 advisors nationally on the Forbes America's Top Wealth Advisors list for 2025.
05/29/2025
Evelyn Partners Becomes Official Wealth Management Partner of Saracens Rugby Club
Wealth manager's bespoke education programme will help players from one of the UK’s leading rugby union clubs tackle their personal finances now and for the future – a move designed to level the playing field between the financial outcome
05/29/2025
IK Partners stakes Irish wealth management boutique
PE firm aims to help bankroll Dublin-based Kestrel Capital's expansion plans.
05/29/2025
Mattioli Woods to merge with Kingswood to create £25bn group
The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.
05/29/2025
Hoxton Wealth secures over £1M in tax refunds for clients
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
05/29/2025
Swiss Banking Between Confidence and Self-Reassurance
Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.
05/29/2025
UBS Global Family Office Report 2025 published: All eyes on the global trade war
The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.
05/29/2025
Challenges to Asian family transfers leave $5.8tn at stake
Families are increasingly drawing on external expertise to manage succession more effectively, agrees Cherry Ng, head of wealth planning Asia at BNP Paribas Wealth Management in Hong Kong.