05/15/2025
The 10 Key Wealth Management Trends for 2025
Companies are responding to the industry's challenges and opportunities, positioning themselves to drive a customer-centric future
Wealth and Asset Management
05/15/2025
New SJP boss James Rainbow scoops £2m share award after giving up Schroders deal
Chief executive of SJP Wealth Management will have to stick with the firm for three years to collect over 200,000 vesting shares
05/15/2025
Private banking in a fragmented world: insights from Xavier Bonna, Managing Partner at Lombard Odier
In a world increasingly defined by fragmentation and volatility, the role of private banking has never been more critical – or more complex.
05/15/2025
LGT recognised at the PWM Wealth Tech Awards 2025
These accolades highlight LGT’s innovative strength and its ongoing commitment to digitalisation and artificial intelligence.
05/15/2025
Rothschild & Co expands Wealth Management offering in Luxembourg
This strategic move is part of Rothschild & Co's ongoing commitment to providing first class Private Banking services to its clients across Europe.
05/15/2025
Deutsche Bank signs distribution deal with Coller Capital
Deutsche wealth clients across EMEA and Asia will gain access to the secondaries fund.
05/15/2025
Swiss Online Bank Alpian Deep in the Red
Alpian is majority-owned by Fideuram – Intesa Sanpaolo Private Banking, making it part of the Italian banking group Intesa Sanpaolo.
05/15/2025
Rich Japanese still fear yen crash, wealth manager says
But there’s one key holdout that isn’t ready for bullishness: Japan’s richest citizens, worried about the economic outlook
05/15/2025
Wealth Management Models Shift as Families Reevaluate Office Structures
With dedicated staff and resources, SFOs provide bespoke solutions tailored to the family’s specific needs.
05/15/2025
Wealth managers’ top income picks from every market outside the UK
Although the UK is a rich hunting ground for dividend-paying stocks, wealth managers have also found a wide range of international equity strategies for clients who want to receive regular income payouts.
05/15/2025
Quilter’s WealthSelect MPS smashes £20bn barrier
Responsible and sustainable portfolios now have combined AUM of £1bn after just three years
05/15/2025
HSBC to Trim Jobs in France
This is equivalent to approximately 10 percent of its workforce in the country.
05/14/2025
The fee structure that helped NetWealth reach £1bn
The Bonham-Carter backed wealth firm attributes it's 'Network' feature as a core part of its success.
05/14/2025
Jackson Ng of Azimut Investment Management: Driving Practical AI Innovation in Wealth Management
His message was direct: in a world of limitless technological possibilities, wealth managers must prioritise value creation and approach AI adoption with focus, agility, and pragmatism.
05/14/2025
WRISE Hong Kong Announces Senior Management Appointment & Role Expansion to Reinforce Sustainable Growth & Operational Alignment
His insights will be invaluable as we continue to expand our offerings and elevate our client experience in Hong Kong and beyond.
05/14/2025
Fiducia Advisers Named Among UK’s Top Rated Financial Planners for 2025 Introduction Title
Its Top Rated Guide is published annually and includes only advisers who have achieved exceptional client ratings based on transparency, service, and quality of advice.
05/14/2025
When it comes to tech adoption in wealth management, many hands make light work
But these advancements have increased pressure on wealth management firms and advisors to keep pace and ratcheted up the risks of getting left behind in a competitive marketplace.
05/14/2025
Ares opens Milan office in wealth push
FN revealed that the $546bn alternatives manager was mulling a move to Italy’s financial capital last year
05/14/2025
Why a high-net-worth specialist just switched firms
20+ year industry veteran joins Nicola, explains how other firms can attract talent like him
05/14/2025
Zurich private banking fintech expands to US with new recruit
Adviscent has hired New York-based Raphael Blunschi as a senior adviser as part of its expansion.