05/29/2025
Mattioli Woods to merge with Kingswood to create £25bn group
The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.
Wealth and Asset Management
05/29/2025
Hoxton Wealth secures over £1M in tax refunds for clients
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
05/29/2025
Swiss Banking Between Confidence and Self-Reassurance
Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.
05/29/2025
UBS Global Family Office Report 2025 published: All eyes on the global trade war
The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.
05/29/2025
Challenges to Asian family transfers leave $5.8tn at stake
Families are increasingly drawing on external expertise to manage succession more effectively, agrees Cherry Ng, head of wealth planning Asia at BNP Paribas Wealth Management in Hong Kong.
05/29/2025
HSBC reportedly cuts analyst positions in restructuring effort
This decision also involves the termination of Steven Major, the global head of fixed income research.
05/29/2025
RBC’s profit jumps on HSBC deal, wealth management boost
The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.
05/29/2025
JTC Group in Guernsey Named Best Fund Administrator in Global Awards
The JTC Group has had an office in on the Island since 2011
05/28/2025
Wale Adebayo Joins J.P. Morgan Private Bank in Birmingham
He joins the firm from Merrill Lynch.
05/28/2025
Honoring Excellence: John Cultra's Induction Into Barron's Advisor Hall of Fame
This honor recognizes John’s exceptional career, his consistent presence in Barron’s Top 100 Advisors for over a decade, and his commitment to delivering unparalleled service to clients.
05/28/2025
SIX Recognized at Global Custodian Awards 2025
SIX has been strengthening its European custody operations
05/28/2025
Asset Management: Lombard Odier Hires Industry Veteran
«We are delighted to welcome Stéphane to Lombard Odier IM,» said Ducat.
05/28/2025
Nomura Asset Management Celebrates Major Wins at the EPF External Fund Managers Awards 2024 with Five Prestigious Honors
Nomura Asset Management Malaysia and Nomura Islamic Asset Management remain committed to pushing the boundaries of performance, resilience, and innovation in asset management, striving not just to meet expectations, but also to exceed them.
05/28/2025
Wealth manager highlights opportune chance to invest
The joint venture harnesses the strengths of both partners to offer world-class private banking services, bringing global wealth management excellence to the Thai market.
05/28/2025
Zurich wealth firm takes over fund boutique
Point Capital Group is joining forces with Labha Investment Advisors in a deal which includes the latter's multi-asset fund.
05/28/2025
Saffery Trust finalist in Private Client Awards
Nominated in the Private Client Trust Company category, the firm has already won this award twice before.
05/28/2025
Solveo Energies accelerates its energy transition development with a fundraising round of nearly €100 million led by Mirova
This is what enables us to roll out our projects in an agile and responsible manner, in line with local needs today.
05/27/2025
NatWest Gets Ready for Life After UK Government Ownership Seventeen years after its bailout, the British bank is preparing for a new era
Seventeen years after its bailout, the British bank is preparing for a new era
05/27/2025
Kiplinger Readers' Choice Awards 2025: Wealth Management Services
The Kiplinger Readers’ Choice Awards celebrate the best products and services in personal finance.
05/27/2025
Natixis to merge two affiliates, forming $40bn thematics boutique
Natixis plans to merge affiliates Mirova and Thematics AM by the end of the year.