09/03/2025
Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.
Wealth and Asset Management
09/03/2025
Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year
Management fees amounted to CHF 854 million, up 5% year-on-year
09/03/2025
Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
09/03/2025
Helvetia: Half-year financial statements
Here you will find all relevant information about the half-year financial statements.
09/03/2025
Copernicus Wealth Management Expands to the Middle East
The team will focus on providing tailored investment solutions to high-net-worth individuals, families, and institutional investors, drawing on the firm’s established expertise in Swiss-style wealth management.
09/03/2025
Wedbush Selects Broadridge Technology to Accelerate Growth
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.
09/03/2025
M&G plc Half Year 2025 Results
Strong net flows from open business of £2.1 billion
09/03/2025
LGT Crestone Wealth Management Australia Cup to debut in Sydney
It is projected that the spring event, on Sydney Harbour, will become a key warm-up event for the Australian fleets, with the main summer season ahead.
09/03/2025
ITN Pension Scheme appoints Van Lanschot Kempen as its fiduciary manager
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
BCP Expands Dubai Footprint with Licence Upgrade and Broader Advisory Capabilities
This development allows BCP to offer an expanded range of advisory services in the region.
09/02/2025
Putting cash to work as summer ends…and rates fall
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
09/02/2025
Rothschild & Co significantly expands its Wealth Management presence in Dubai
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.
09/02/2025
7iM Unveils Powerful New Digital Reporting Feature for Advisers
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.
09/02/2025
Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group
Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients
09/02/2025
BIL Suisse: Cooperation with well-known financial expert
Denat will help BIL Suisse implement its strategy of strengthening its presence among Swiss family businesses and entrepreneurs.
09/02/2025
Fintech pioneers unite to build bank for high net worth individuals
The group - currently operating through 11:FS Holdings Limited - has earmarked £50 million so far and is expecting to begin another investment round shortly.
09/02/2025
SMA, the integrated model that combines advanced consulting and management
This is a model that can represent a strategic response to the growth of passive management
09/01/2025
FAAA statement on Senate decision to discontinue Inquiry into wealth management companies
“The decision to end the Inquiry seems extraordinary, particularly in the light of recent news about the collapse of Shield and First Guardian, potentially involving over $1 billion in consumer losses from their super.
09/01/2025
Why Founders Talk To Wealth Advisors
Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?
09/01/2025
Indosuez Wealth Management finalises the acquisition of Banque Thaler
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.