02/07/2025
St. James’s Place announces its 7th annual chartered award winners
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.
Wealth and Asset Management
02/07/2025
Apollo eyes wealth expansion in France
The alternative asset manager is also looking to have greater on-the-ground presence in the country.
02/06/2025
Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services
Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions
02/06/2025
The saga continues: Brookfield enters $1.9bn bidding war for Insignia Financial
Insignia confirmed Brookfield’s offer, which matches those previously submitted by Bain and CC Capital.
02/06/2025
Morgan Stanley to Host 16th Annual Go Red Women’s Leadership Event
Hosted in collaboration with the American Heart Association – Westchester & Fairfield Counties
02/06/2025
St. James's Place Announces its 7th Annual Chartered Award Winners
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.
02/06/2025
UBS Global Entrepreneur Report 2025
The results were supplemented by short in-depth interviews on topics such as artificial intelligence, private wealth management and hiring plans.
02/06/2025
32 UBS advisor teams in the South Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams list
Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list.
02/06/2025
SJP and Dynamic Planner to provide client-risk profiling at scale
This collaboration supports SJP’s commitment to delivering quality one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.
02/06/2025
Amundi launches Europe ex-UK fund for UK investors
The fund has received initial support of over €900m.
02/06/2025
Santander wealth and insurance records double digit profit growth in 2024
The bank showed a profit of €12,574m (up 14%) in 2024, exceeding all targets for the year.
02/06/2025
PKB-owned bank is negotiating a merger
Cassa Lombarda is 99.5% owned by PKB Private Bank, which is headquartered in Lugano.
02/06/2025
HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham
The move to Finsbury Circus reflects the Bank’s confidence in the City of London.
02/05/2025
Amundi full-year results: Net inflows double while AUM reaches record highs
Amundi’s total AUM increased by 10% over the year, and by 2.2% over the last quarter
02/05/2025
Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group
Tennessee-based firm strengthens Mercer Advisors' Southeast presence
02/05/2025
People are only just realising what HSBC bank actually stands for
HSBC has been around for a long time - but some people might be surprised to learn that the name actually stands for something
02/05/2025
IQ-EQ acquires Agama Group, gaining regulatory compliance service offering in continental Europe
Agama Group provides essential regulatory compliance, internal control and operations support to asset managers and funds across private equity, real estate and other asset classes.
02/05/2025
UBS GWM targets $200bn in yearly net new assets
Bank says Credit Suisse integration remains on track to complete by the end of 2026.
02/05/2025
Is J. Safra Sarasin Taking over Saxo Bank?
Other interested parties had withdrawn from the bidding process after no agreement could be reached.
02/05/2025
Jan Schoch's 120 million bet
The picturesque Appenzell landscape presents itself from its wintry side.