03/13/2025
Twenty Four Wealth Management acquires Florida RIA
The acquisition expands Twenty Four Wealth's assets under management to $1.1bn.
Wealth and Asset Management
03/13/2025
UBS receives regulatory approval for changing its shareholding in Credit Suisse Securities in China
UBS AG and Founder Securities entered into a tri-party agreement with BSAM In June 2024 for UBS AG and Founder Securities to sell 36.01% and 49% stakes respectively in CSS to BSAM.
03/13/2025
Supporting Independent Asset Managers
The success of Luxembourg’s financial center with private clients continues to strengthen year after year.
03/13/2025
Stanbic IBTC Bank Revamps Private Banking Services to Help Nigerians Build Enduring Wealth
Leveraging its extensive market knowledge and international experience, the bank delivers customized solutions that align with the unique goals of each client.
03/13/2025
UBS considers sale of some real estate assets in asset management unit, sources say
Earlier this year, potential acquirers approached UBS bankers including Joseph Azelby, global head of real assets, to explore a deal
03/13/2025
Bridgepoint assets double from 2021 IPO
The now $75.6bn PE firm is reaping the benefits of its acquisition of infrastructure firm ECP. It has lofty ambitions to increase assets to $200bn by 2031.
03/12/2025
Stonehage Fleming Appoints Sally Fernee As Group Head of Investment Management Operating Functions
Sally joins Stonehage Fleming from Lombard International where she acted as Group Chief of Staff
03/12/2025
EFG announces changes to the Board and Management team in Monaco
He will succeed JeanClaude Gourrut, who is retiring after 15 years in this role.
03/12/2025
Patricia Van Kirk joins Seventy2 Capital Wealth Management as Senior Vice President & Financial Advisor
She provides personalized planning-based services and investment advisory solutions for addressing the full life cycle of a family’s wealth management needs.
03/12/2025
Nomura expands in Singapore, Dubai as wealth turns a profit
The Tokyo-based firm is moving to a new office in Dubai that can accommodate up to 60 staff
03/12/2025
Alger Named 2025 Asset Manager of the Year by Envestnet
Wealth Management Platform Recognizes Asset Managers for Outstanding Performances in 2024
03/12/2025
Brookfield Wealth Solutions Subsidiary Receives Authorization in the United Kingdom
The license was issued following the successful completion of a comprehensive authorization process and confirmation the business has been fully capitalized.
03/11/2025
Standard Chartered : Launches Private Markets Co Investment Club for Ultra High Net Worth Clients
Clients who are CIC members benefit from access to institutional grade due diligence while retaining full discretion over their individual investment decisions.
03/11/2025
Key drivers transforming wealth management in APAC
Recent discussions and year-end analysis highlight areas of key change in the market: the rise and changing nature of external asset managers
03/11/2025
St. James’s Place takes multi-manager approach for its Global Smaller Companies fund
The managers have distinct geographic focuses and strategy characteristics to ensure diversification and to minimise overlap.
03/11/2025
Prominent Investor Takes a Stake in UBS
Baillie Gifford has a reputation for having a special instinct for lucrative shares.
03/11/2025
Blackhorn Wealth Management: A Rising Force in Hong Kong’s EAM and MFO Ecosystem
Hubbis met recently with Mary Chiu, Co-Founder of Blackhorn Wealth Management, who focused on what she believes is the firm’s unique proposition in a landscape historically dominated by private banks.
03/11/2025
Clifton Wealth Partnership acquires seven adviser firms
The firms are from across England and Wales
03/11/2025
UBS Advisor Team The Rosegarten/Rubin Financial Group Named to Forbes Best-In-State Wealth Management Teams List
For the past three years, The Rosegarten/Rubin Financial Group has been recognized on the Forbes Best-in-State Wealth Management Teams list (2023, 2024, 2025).
03/11/2025
Americana Partners expands into California with Boulevard Family Wealth
This move marks Americana's first venture outside of Texas, creating a $12bn platform RIA.