Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.
Wealth and Asset Management
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Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year
Management fees amounted to CHF 854 million, up 5% year-on-year
Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
Helvetia: Half-year financial statements
Here you will find all relevant information about the half-year financial statements.
Copernicus Wealth Management Expands to the Middle East
The team will focus on providing tailored investment solutions to high-net-worth individuals, families, and institutional investors, drawing on the firm’s established expertise in Swiss-style wealth management.
Wedbush Selects Broadridge Technology to Accelerate Growth
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.
M&G plc Half Year 2025 Results
Strong net flows from open business of £2.1 billion
LGT Crestone Wealth Management Australia Cup to debut in Sydney
It is projected that the spring event, on Sydney Harbour, will become a key warm-up event for the Australian fleets, with the main summer season ahead.
ITN Pension Scheme appoints Van Lanschot Kempen as its fiduciary manager
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
BCP Expands Dubai Footprint with Licence Upgrade and Broader Advisory Capabilities
This development allows BCP to offer an expanded range of advisory services in the region.
Putting cash to work as summer ends…and rates fall
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
Rothschild & Co significantly expands its Wealth Management presence in Dubai
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.