02/27/2025
Elevation Point acquires minority stake in Triton Wealth
The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.
Wealth and Asset Management
02/27/2025
Rockefeller Global Family Office Welcomes San Francisco-Based Meyer DeMartini Wealth Partners
The team is led by Managing Director and Private Advisor Lorna Meyer, who brings decades of experience providing advisory services and holistic solutions to high- and ultra-high-net-worth clients.
02/27/2025
Raiffeisen with very good annual results – second highest profit, growth in investment and corporate customer business
The bank's customer business continued to develop positively.
02/27/2025
St. James’s Place Full Year Results 2024
2024 presented a mixed environment for UK consumers.
02/27/2025
Jupiter suffers £10bn hit on Whitmore and Chrysalis blows
Full-year results reveal the impact of Ben Whitmore’s exit and the loss of the Chrysalis investment trust last year.
02/27/2025
Brooks Macdonald’s MPS arm offsets bespoke outflows
Clients pulled money from bespoke portfolios ahead of last October’s Budget, while MPS offering continued to attract flows.
02/27/2025
Strategic M&A in wealth management: trends and best practices
A notable trend is the increasing demand for personalised, tech-enabled services, prompting firms to invest in digital platforms and analytics.
02/27/2025
Capital markets and wealth management drive CIBC's first quarter beat
The year-over-year increase in PCLs was primarily due to a worsening economic outlook, including the uncertainty linked to the tariffs, the bank said.
02/27/2025
Canada's RBC quarterly profit rises as wealth management business remains robust
The Canadian central bank's decision to continue cutting rates in the reported quarter helped improve the environment for mergers and acquisitions.
02/27/2025
Will Evelyn’s wealth refocus trigger a sale in 2026?
It’s understood that a sale to a bank or PE firm is likely next year.
02/26/2025
Rothschild & Co hires Andrew Grant
He will be based in London.
02/26/2025
Morgan Stanley’s 'key driver' is wealth management, analyst notes
The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.
02/26/2025
Rathbones Group Plc: Preliminary results for the 12 months ended 31 December 2024
2024 is the first full financial year following the combination with IW&I.
02/26/2025
Nextalia Said to Explore Sale of Italian Wealth Firm Firstance
Milan-based buyout firm is working with Rothschild on deal
02/26/2025
OCBC Group Full Year 2024 Net Profit grew 8% to a Record S$7.59 billion
S$2.5 billion capital return over two years
02/26/2025
St James’s Place passes £4.6bn multi-asset mandate to Royal London AM
The multi asset strategy will be adjusted through time in line with the fund manager’s active strategic and tactical asset allocation views.
02/26/2025
EFG publishes agenda for its Annual General Meeting 2025
This represents an increase of 9% compared to the dividend for the 2023 financial year.
02/26/2025
BPS (Suisse) with record result
These are the best results that BPS (Suisse) has ever achieved
02/26/2025
Jupiter Asset Management receives Capital Markets Services License from the Monetary Authority of Singapore and broadens global retail coverage
The MAS approval marks a significant expansion of Jupiter’s international remit and will be an important milestone for its offerings to clients in Asia - a priority growth market for the firm.
02/26/2025
Flanks raises €14 million to automate wealth management for next-gen advisory
The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.