10/01/2025
Fairstone acquires Norfolk advice firm Allen Tomas & Co
The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.
Wealth and Asset Management
10/01/2025
Brookfield Wealth Solutions Signs First Reinsurance Agreement in Japan with Dai-ichi Frontier Life
This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.
10/01/2025
Dubai’s Rising Role in the Global Private Capital Landscape
Tracing Dubai’s emergence as a hub for global private capital.
10/01/2025
Empowering Entrepreneurs and Wealth Creators: The Role of Guernsey’s Private Wealth Industry
Fiduciary professionals in Guernsey also offer specialist advice on environmental, social, and governance (ESG) investment strategies
10/01/2025
JP Morgan ditches Nutmeg brand in digital wealth revamp
Nutmeg is being replaced with a new service which will be available on the Chase UK app and as a standalone entity.
10/01/2025
Florence Schnydrig Moser: «Private Banking Starts at 1 Million Francs»
Despite consolidation in recent years, there are still around 80 providers in Swiss private banking — competition is intense.
10/01/2025
Jim London: Moving away from the Wild West in consolidation
While some lessons have been learned, integration remains a persistent weak spot for wealth management organisations completing M&A deals.
10/01/2025
Rathbones warns pension tax fears driving premature withdrawals
A Rathbones survey of investors found that accessing the lump sum topped the list of regrets in the run-up to last year’s Autumn Budget when similar rumours circulated.
10/01/2025
JPMorgan to launch DIY platform in UK retail investment push
It will be available directly and via the Chase UK app, offering managed investments, pensions and ISAs.
10/01/2025
Profits surge at wealth management group in year it was taken private by PE firm
This was supported by an increase in revenues from £123.1m to £134.1m.
10/01/2025
ABK Capital DIFC adds LGT Bank (Switzerland) Ltd. as a new international partner
To develop a strategic offering for its regional clients
10/01/2025
IHT changes fuels increase in intergenerational wealth discussion
Flagstone’s latest research revealed 56% have witnessed a rise in clients wishing to talk about the subject.
10/01/2025
Leadership and growth: UBP's drivers in the EAM market
SPHERE spoke with key managers from the team to understand how the Bank is responding to the evolving needs of EAMs while consolidating its position as a market leader.
09/30/2025
Rothschild & Co named Outstanding Global Restructuring Investment Bank
These recognitions demonstrate our outstanding advisory performance and innovative approach, highlighting the strength of our Restructuring Advisory platform.
09/30/2025
CACIB and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum
Crédit Agricole Corporate and Investment Bank and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum
09/30/2025
SJP puts £2.2bn KKR-run fund under review
Performance across SJP funds has improved, according to the advice firm’s latest assessment of value report, but stragglers – including a KKR-run private assets fund - remain.
09/30/2025
Barclays report highlights opportunity for £60 billion boost per year to UK economy through increased investment by SMEs
In 2024, UK business investment reached a record level, and in the first half of 2025, business investment grew 3% year-on-year.
09/30/2025
HSBC Hong Kong adds industrial bank as new mainland partner under wealth management connect
Offering 500+ Wealth Solutions Under WMC Together with Three Leading Banks in Mainland China
09/30/2025
Edmond de Rothschild Asset Management makes a strategic move into the Quant space
The new product range will complement Edmond de Rothschild AM’s traditional active management product range with an additional risk/return mechanism.
09/30/2025
Quilter’s WealthSelect takes equity profits and tops up fixed income in latest rebalance
Aegon Global Sustainable Government Bond fund added to Responsible Active and Sustainable Active portfolios