07/11/2025
Aurea Partners, launched by Raphaela Schröder and Reto Börlin, will support private markets managers with their entry into Switzerland, and help them navigate the local market and regulations.
07/11/2025
The SSI Group, which is a part of Cinerius Financial Partners, has announced a further acquisition with Monaval.
07/10/2025
Aditum Launches Two Funds Offering Access to PIMCO Strategies
07/10/2025
The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23.
07/10/2025
Macroeconomic uncertainty and weaker profits are forcing the industry to rethink its business and operating models.
07/10/2025
The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.
07/10/2025
The British lender, like many rivals, serves Thai clients from Singapore, where it books assets.
07/10/2025
Advisor Bernard Reed has launched Velorum Wealth Management and aligned it with Sanctuary’s partnered independence model.
07/10/2025
Investors encompass institutions from a wide range of geographies and include public pensions, corporations, foundations, and family offices.
07/10/2025
These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.
07/10/2025
DV8 Investment Solutions sees a Wellershoff trinity bring their new ultra-simplified investment firm to a wider audience.
07/10/2025
The investment bank concluded that while it remains positive on EFG’s medium-term outlook, the risk-reward profile now appears "more balanced" with the current valuation looking "fair" following the recent share price appreciatio
07/10/2025
Liontrust said 73% of its funds were in the first or second quartile of their sectors since inception as of 30 June.
07/09/2025
As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.
07/09/2025
A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.
07/09/2025
NCM is a well-established financial planning and independent advice firm based in Surrey.
07/09/2025
The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.
07/09/2025
From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.
07/09/2025
After two bruising quarters following the loss of two big SJP mandates there are signs of improvement for the sustainable asset manager.
07/09/2025
JTC has maintained a strong working relationship with TISE for many years.