07/01/2025
IQ-EQ shortlisted for ‘Employer of the Year’ award
It’s not the first time that IQ-EQ has received recognition in this field.
Wealth and Asset Management
07/01/2025
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.
07/01/2025
JTC Completes Acquisition of Citi Trust
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
07/01/2025
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.
07/01/2025
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.
07/01/2025
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.
06/30/2025
Dubai Beckons: Bugatti Towers and Billion-Dollar Funds Emerge
Among them is a well-known luxury real estate developer from Dubai.
06/30/2025
Beyond Assets: How IN Fiduciary Is Redefining True Wealth in Succession Planning for UHNW Families
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
06/30/2025
London VC head moves to Geneva as private wealth adviser
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
06/30/2025
BNP Paribas expands its Securities Services activity through the acquisition of HSBC’s custody and depositary bank business in Germany
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
UBS AM endorses European equities
Higher returns and a low correlation to US equities make European stocks more attractive for a long-term strategic asset allocation, according to UBS AM.
06/30/2025
BlackRock partners with HSBC to launch retirement funds
The multi-asset wealth navigator funds range offers three distinct risk profiles for Hong Kong investors.
06/30/2025
Wealth managers: When things go wrong, you can say sorry
Wealth managers says that periods of crisis can be the best opportunity for fund houses to differentiate themselves.
06/30/2025
National wealth fund boss slams banking industry’s risk appetite
The UK economy contracted 0.3 per cent in April as Labour’s tax raids weighed on businesses.
06/30/2025
National Bank extends and expands Project Helvetia
The SNB has evaluated the project and decided to extend it for another year and continue the pilot operation until at least mid-2027.
06/30/2025
Leonteq responds to criticism of management remuneration
In the future, Leonteq shareholders will be able to vote prospectively and separately on all compensation components.
06/27/2025
Transforming tomorrow: Navigating wealth management’s big questions
Crowe’s keynote will assess the impact of these themes on our investment and retirement outlook as well as outline how attendees can best consider the ecosystem they are a part of.
06/27/2025
LPL Financial Welcomes Wyatt Wealth Management
He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
06/27/2025
Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range
The Financial Conduct Authority introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
06/27/2025
Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.