Citi Tops J.D. Power Mortgage Origination Satisfaction Study
Citi won the #1 ranking in J.D. Power’s 2025 U.S. Mortgage Origination Satisfaction StudySM
Wealth and Asset Management
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Farrer & Co advises James Hambro and Partners on minority investment by Bixby Wealth Solutions
The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.
How AI Hyper-Personalization Can Transform Wealth Management In The Mass Affluent Segment
These technologies promise to harness automation and data, allowing advisors to serve more clients in a highly individualized way without sacrificing the human touch that builds trust.
One Four Nine Portfolio Management surpasses £800m AUM
The One Four Nine MPS range was launched in 2021 and has achieved an Expert Rated 5-star ranking in 2024 and 2025 from Defaqto.
Wealth Manager Jordan Kirkbride Partners with Kamran Naqvi to Advise Athletes
This alliance has positioned the firm as a front-runner in the wealth management space for UHNW individuals.
Howden to acquire the employee benefits consultancy arm of Evelyn Partners
The acquisition strengthens the scale of Howden’s corporate health and employee benefits offering in the United Kingdom and is an additional step forward in its strategy to invest in expertise for the benefit of clients.
Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
The good news is that today, yields are higher, valuations more attractive, and the range of investable opportunities far broader than many wealth managers and advisers may have historically considered.
Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity
This strategic move aims to ensure seamless continuity and expanded service platform for Lokken Investment Group’s clientele.
UBS delays migration of some super-rich Credit Suisse clients, sources say
The delay signals that the bank could struggle to meet its end-of-March deadline to complete the migration of all clients with an account in Switzerland.
Quilter Cheviot adds to global equities as part of MPS rebalance
The rebalance was carried out prior to the strong returns seen from markets in October.
Great wealth transfer redefines family business landscape
A global handover of wealth and control is reshaping family-run businesses, yet many are falling short in communication between different generations
Standard Chartered to power DeCard in Singapore through partnership with DCS
The partnership caters to increasing demand for faster, more transparent and cost-efficient transactions