09/05/2025
Channel Islands Wealth Management professionals join Citywealth Powerwomen Awards judging panel
She won a gold award at the Citywealth Powerwomen Awards 2025 in the Champion of the Year category.
Wealth and Asset Management
09/05/2025
Lombard Odier Gives Swiss Private Banking a New Face
From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.
09/05/2025
Taxation of trusts is ‘complex’ says wealth management expert
Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.
09/05/2025
Citi to tap BlackRock for top clients’ wealth management
Wall Street bank to draw on asset manager’s expertise to oversee $80bn in client assets
09/05/2025
Oberon Investments eyes acquisition of UK Wealth Management division
The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.
09/04/2025
The Private Office Extends Wealth Management Relationship with SS&C
SS&C supports TPO’s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support.
09/04/2025
Sterlington Private Wealth Team Continues Growth with Additional Practitioners from Morgan Lewis
The team is also actively recruiting to further strengthen its growing practice.
09/04/2025
Wealth and Asset Management Leaders Launch Global Study on AI and Transformative Technologies Reshaping the Investment Industry
In-depth and unprecedented global study, spanning 16 countries, will analyze how investment firms will harness AI across their front, middle, and back offices to meet rapidly changing customer and employee needs
09/04/2025
Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”
Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.
09/04/2025
Lombard Odier inaugurates landmark new headquarters in Geneva
As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.
09/04/2025
FS Partners becomes part of the Valtus Group
Swiss customers benefit from global strength with the usual quality
09/04/2025
Clifton Wealth adds £146m with pair of acquisitions
The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.
09/04/2025
Evelyn Partners to kick off sale process next month
Bankers at Evercore are sounding out major banks and other potential buyers for the wealth giant
09/04/2025
State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity
The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.
09/04/2025
Michele De Michelis, of Frame Asset Management, is our Fund Selector of the month
Michele De Michelis: experience, method, and passion in scouting the best European managers.
09/04/2025
Standard Chartered intensifies wealth push
The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery
09/03/2025
Brown Shipley cuts costs with ‘planned decrease in staff numbers’
More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.
09/03/2025
Quilter adds ZEDRA as professional trustee service provider
For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.
09/03/2025
Skybound Wealth launches lifestyle and cashflow modelling tool
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Partners Group reports H1 results: management fees in line with AuM growth and increased performance fee guidance for full year
Management fees amounted to CHF 854 million, up 5% year-on-year