06/10/2025
Marsh McLennan’s Mercer to acquire Fundhouse
The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector
Wealth and Asset Management
06/10/2025
Brooks Macdonald launches Retirement Strategies to deliver clarity, choice, and confidence to advisers and clients
These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.
06/10/2025
Tatton AM sees record £3.7bn inflows
AUM also increased by 24%
06/10/2025
Amundi plans 50 layoffs in Italy by year-end
The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.
06/10/2025
Swiss bank customers: Dissatisfaction with interest rates is the greatest
In this year's representative online survey, the comparison service moneyland.ch examined the satisfaction of the Swiss population with their banks and banking products.
06/10/2025
Aspen Wealth Management Named a Gold Winner by Fort Worth Star-Telegram’s 2025 DFW Favorites.
The team at Aspen Wealth Management are dedicated to helping clients achieve their financial aspirations through personalized financial planning, tax planning, investment management, and retirement strategies.
06/09/2025
Mobile millennial millionaires pose threat to wealth managers
Private bankers are adopting new strategies to retain rich young clients
06/09/2025
More people managing personal wealth through active, bespoke investment management services
Almost all (93%) wealth managers and advisers who offer a bespoke investment management service typically use it to manage no more than a quarter of a client’s wealth.
06/09/2025
Nomura to Shut Branch in China as It Scales Back Wealth Business
The company’s brokerage subsidiary plans to shut its branch in Zhejiang province by the end of the year
06/09/2025
Chilton Trust Offers Suite Of Funds For HNW Investors
These “investment strategies are designed to deliver exposure to investment opportunities that may otherwise be inaccessible to investors.
06/09/2025
Macquarie Asset Management wins at the 2025 Financial Standard Investment Leadership Awards
The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager.
06/09/2025
Brooks Macdonald opens Glasgow shop for ex-RBC Brewin team
The new office is Brooks' 16th regional base and comes a few months after it hired a three-strong team from its rival.
06/09/2025
Beyond inheritance: UBS on preparing families, not just fortunes
UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and purpose.
06/09/2025
Swiss proposal mandates UBS to boost capital by $26bn
UBS has been given a timeframe of six to eight years to comply after the legislation is enacted.
06/09/2025
HSBC AM launches five active equity ETFs
The HSBC Plus Active ETF range utilises a quantitative investment approach, leveraging HSBC AM’s proprietary factor-based stock selection process.
06/09/2025
Capital Group partners BOS in bond fund tie-up
The $2.8tn US asset manager has sealed a third private bank distribution deal for its Multi-Sector Income fund.
06/09/2025
True Potential drops 7IM from £1.1bn mandate
Revealed: The Newcastle-based advice firm dropped 7IM from five funds due to underperformance.
06/06/2025
AI-Personalised Video Technology
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06/06/2025
Ameriprise Financial Recognized as Most Recommended Among Wealth Managers in 2025 Kiplinger Readers’ Choice Awards
Kiplinger, a publication known for personal finance advice and news, invited their readers to rate the financial firms they affiliate with on key dimensions of the client experience.
06/06/2025
Riders on the storm: managing wealth through turbulence
The UK’s rude awakening to having voted itself out of the European Union back in 2016 feels like a walk in the park compared to the convulsions we have seen more recently.