05/19/2025
Wealth managers’ ‘go-to’ UK equity income funds
The UK still looks relatively cheap, so on a forward multiple it looks like a great place to pick up some income.
Wealth and Asset Management
05/19/2025
Private Banks Falling Short: The Family Office Challenge in Asia
This gap is driving UHNW families to family offices, which provide bespoke, hands-on coordination of legal, tax, and strategic needs.
05/19/2025
Groww to buy wealth management firm Fisdom for $150m
The acquisition awaits SEBI's regulatory approval and is expected to finalise in two to three months.
05/19/2025
Quilter Cheviot moves 64-strong Birmingham team to Paradise
Quilter Cheviot’s biggest regional team relocates to new offices in the Paradise neighbourhood of Birmingham.
05/19/2025
Milan’s ‘Empty London’ Tax Bet Pays Off as UK Wealth Exits Soar
Italy’s financial capital is proving an early winner in the race to attract wealthy investors after the UK’s non-dom program ended last month.
05/19/2025
Openwork's 2plan restarts growth after FCA lifts VREQ
The number of advisers in the network grew by 146 to 59
05/19/2025
‘Big won’t always win’: Why Quilter Cheviot wants to be more like a private bank
Boss Andy McGlone says high-end planners running fewer accounts is the future of UK wealth
05/16/2025
Family wealth services: Building in a more holistic approach to wealth management
With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.
05/16/2025
Focus to merge $140bn Focus Partners Wealth and $35bn Kovitz
The deal marks RIA financier Focus's first combination of 'hub' firms.
05/16/2025
Results of the Annual General Meeting of GAM Holding AG
The compensation report for 2024 was approved in a non-binding consultative vote.
05/16/2025
ZWEI Wealth opens Wealth Office Hub in Geneva and drives expansion in French-speaking Switzerland
The hub represents a significant strategic step in the nationwide expansion of its successful Wealth Office business model.
05/16/2025
The Board of Directors approves the planned merger of Caser, Helvetia Seguros and Helvetia Holding Suizo
This decision represents a further step in the merger process.
05/16/2025
BOS: First Quarter Growth in Greater China AUM, Revenue
The private bank did not disclose absolute figures.
05/16/2025
From dancing to banking: The value of diverse skills
Dancing is a tough profession in which you can never rest on your laurels
05/16/2025
“Private Banking for All” – Hylton Kallner, Discovery Bank in ‘The Fintech Magazine’
Notably, it’s demonstrating that it’s possible to scale a full-service bank that delivers private banking-grade services without adding significant cost.
05/16/2025
Sustainable Wealth Management Is Aligning Investors’ Values with Their Wealth
As such, wealth managers across the world are only too happy to continue integrating ESG considerations into their investment products and services.
05/16/2025
UK ‘golden visa’ plans too little, too late, say wealth managers
The UK government is currently weighing a visa scheme that would grant residency to individuals who commit substantial capital to high-growth sectors such as life sciences, artificial intelligence, and renewable energy.
05/16/2025
Sarasin & Partners unveils risk-rated multi-asset suite
The team believe this flexibility will be increasingly beneficial in a rapidly changing global economic environment.
05/15/2025
The 10 Key Wealth Management Trends for 2025
Companies are responding to the industry's challenges and opportunities, positioning themselves to drive a customer-centric future
05/15/2025
New SJP boss James Rainbow scoops £2m share award after giving up Schroders deal
Chief executive of SJP Wealth Management will have to stick with the firm for three years to collect over 200,000 vesting shares