Multi-Family Office Rebrands Under New Name
Novum sets itself apart from traditional wealth managers: the company operates with an open architecture, in which client advisors hold a stake in the firm’s success.
Wealth and Asset Management
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Private equity firm buys key stake in wealth manager to start buy-and-build programme
It will lead to a buy-and-build programme that will extend Equilibrium’s offer nationwide.
Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite
The partnership reflects rising demand for tech-based, scalable estate planning solutions for RIAs and other financial planning professionals.
J.P. Morgan Asset Management Opens the Market
J.P. Morgan Asset Management offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity.
HSBC Global Private Banking Expands Frontline and Risk Capabilities to Drive Sustainable Growth in Asia
The new hires reflect HSBC’s commitment to expanding its coverage for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Southeast Asia and the wider region, while strengthening the second line of defence that underpins safe, resilient
Opera announces further expansion through acquisition of Accuro
Accuro joins Opera as part of Project Overture, a five-year plan to optimise how the group operates, grows organically and expands into new markets and jurisdictions by partnering with the right businesses.
NuWealth rebrands to Quilter Invest
As Quilter Invest, the platform is designed to support clients in the earlier stages of their investment journey, while also offering a proposition to advisers who have clients who may not be ready for full financial advice.
Nature is Precious And Expensive: Potential And Limitations of Private Finance
Switzerland faces a multibillion challenge, writes Erol Bilecen, Head of Sustainable Finance at the Swiss Bankers Association.
Wealth managers warn against kneejerk reactions to Budget speculation
Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.
Lloyds and Schroders to end UK wealth joint venture, FT reports
Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.
Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end
At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).
World Ultra Wealth Report 2025
The World Ultra Wealth Report 2025 provides a unique and comprehensive analysis of the global ultra high net worth (UHNW) population.