03/27/2025
Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets
The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer.
Wealth and Asset Management
03/27/2025
Evelyn Partners recorded an 11.8% rise in Adjusted EBITDA in 2024 and strategically repositioned to focus exclusively on wealth management
The wealth management business delivered another strong year in 2024, with £8.0 billion gross inflows, AUM closing the year at a record high of £63.0 billion and Adjusted EBITDA rising to £174.3 million.
03/27/2025
NatWest settles 'de-banking' dispute with Nigel Farage
The row began in 2023 when Farage claimed that Coutts, owned by NatWest, shut his account without explanation.
03/27/2025
Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown
The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.
03/27/2025
Qatari Royals’ $100 Billion Private Bank Ramps Up Europe Hiring
The firm currently has about 265 bankers and 170 investment professionals, according to its website.
03/27/2025
Dynasty Financial Partners Announces Strategic Collaboration With Goldman Sachs
The broader collaboration enhances Dynasty’s asset management, investment banking, and lending services, delivering comprehensive support and greater value to our advisors.
03/27/2025
Ares Management Joins Allfunds Private Partners Programme to Expand Distribution of Wealth Channel Products
By joining the APP programme, Ares will harness Allfunds’ technology and extensive distribution network to offer its wealth solutions to a broader and more diversified global base of individual investors.
03/26/2025
UnionBank redefines wealth banking experience with its new and exclusive Wealth Center
The UnionBank Wealth Center elevates the wealth banking experience through personalized, high-caliber services tailored to elite clients.
03/26/2025
Ex-Lombard Odier Singapore CEO & UBS veteran join MFO
Orient Wealth Advisors has added two high profile senior private bankers to its executive board.
03/26/2025
Farrer & Co advises the members of WHEB Asset Management LLP on its acquisition by Foresight Group Holdings Limited
WHEB was also advised by Spencer House Partners, a corporate advisory firm which specialises in advising companies operating in financial services, including asset management businesses.
03/26/2025
GAM announces 2024 full year results
Strong progress in implementing turnaround strategy. GAM continues to target profitability in fiscal year 2026.
03/26/2025
Standard Chartered Global Private Bank innovating to redefine wealth management
The Bank leverages its global network and strengths to offer clients valuable on-the-ground insights and tailored solutions
03/26/2025
Vontobel launches European Equity Income Plus fund
The high-conviction strategy will target dividends and options as dual income sources.
03/26/2025
UBS London wealth advisors lured by ex-Goldman Sachs guy
UBS’s people are not just setting up their own firms and going to Lombard Odier, they are also joining Julius Baer.
03/26/2025
UBS and SuMi Trust joint venture to acquire Credit Suisse wealth management business in Japan
The JV will absorb Credit Suisse’s Japanese advisor base and wealth management assets.
03/26/2025
Gilt portfolios are comfortably beating cash for wealth managers
Tax rules mean UK government debt portfolios are equivalent to 7% cash savings accounts for higher earners.
03/26/2025
Waverly expands with acquisition of GGM Wealth Advisor
The acquisition adds GGM's $400m in assets under management to Waverly's portfolio, raising its total AUM to about $17.4bn.
03/25/2025
Clifton Wealth Partnership makes appointment for new M&A role
He has also worked in both advisory and paraplanning roles throughout his career.
03/25/2025
Pembroke Private Wealth Management Ltd. Announces Portfolio Adviser Change and Termination of Class F Units Distribution for Pembroke International Growth Fund
There is no change to the investment objective of the Fund.
03/25/2025
JPMorgan Sues Former Bank Branch Advisor Who Left for Morgan Stanley
The suit asks that she be barred from soliciting former JPMorgan clients while FINRA arbitration proceedings play out.