Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer
The chair of the summit shares insights, ranging from next-gen leadership and gender diversity to wealth tech and sustainability
Wealth and Asset Management
14966 articles found
Redemption of UBS Group AG senior unsecured notes and additional tier 1 instrument
The last trading day of the Senior Notes will be 11 July 2025.
Britain’s vanishing millionaires: Why lower-tier wealth is shrinking
While global wealth is on the rise, Britain is losing its entry-level millionaires
BlackRock Completes Acquisition of HPS Investment Partners
With the addition of HPS, BlackRock is now positioned to more fully meet the accelerating client demands resulting from this shift, providing clients and borrowers access to integrated, best-in-class solutions at scale.
CACEIS appointed exclusive asset servicing provider for Syz Asset Management
The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.
Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business
Brooks Financial brings together all former financial planning companies under one unified brand
Citi Wealth taps Allfundds for streamlined trade execution
The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.
Canada's Raymond James opts for FNZ wealth management tech
Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.
Evelyn Partners completes the sale of its Fund Solutions business to Thesis
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
Edward Jones to Buy Natixis Portfolio ‘Overlay’ Business in High-Net-Worth Push
The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.
JTC Completes Acquisition of Citi Trust
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
Mercer Acquires $1.1B Boston-Area RIA
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.