Wellesley Asset Management acquires Halbert Wealth in US
The transaction extends Wellesley’s geographic reach into the Austin market and adds to its range of services and investment capabilities.
Wealth and Asset Management
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Apollo Expands Wealth Platform with Three Evergreen ELTIFs, Unlocking Broader Access to Private Markets
The three new products will launch under the ELTIF 2.0 fund regime
Manx Financial outlines plans to grow CAM Wealth
The AIM listed Isle of Man-based financial services group saw its profits before tax increase by 16% to £4.1m for the six months ended 30 June 2025 on operating income of £18.4m and interest income of £17.7m.
CTBC Bank’s smart wealth management model drives growth in client reach
Within its first year, the initiative drove a threefold increase in affluent client reach, a 20% rise in per-client annual revenue, and a 50% surge in engagement frequency, setting a new benchmark for smart wealth management in Taiwan.
Saffery Trust wins international award for second year in a row
The company also pointed to investments in staff training and development, noting it has been recognised as a STEP Platinum Employer for ten consecutive years.
Citi Wealth releases 2025 Global Family Office Report
The report was compiled by Citi Wealth’s Global Family Office Group, which works with over 1,800 family offices worldwide
Deutsche Bank launches private markets fund for private clients in collaboration with DWS and Partners Group
Clients can access the new offering via their advisory relationship.
UBS agrees to €835m payout over French cross-border business
With the payout, the banking giant resolves a case over cross-border business activities in France between 2004 and 2012.
Artorius marks 10-year anniversary with Lancashire investment manager acquisition
Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.
Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately
The wealth management executive has headed the business since 2021
Texas-based investor takes stake in James Hambro & Partners
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices