07/04/2025
Peregrine Wealth marks 25 years of ‘Offshore Investment Expertise’
The fund was structured as a Guernsey-based Fund-of-Funds and marked a significant milestone in the company’s global expansion.
Wealth and Asset Management
07/04/2025
BBVA channeled €27 billion into the sustainable business of its emerging markets in 2024
Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.
07/04/2025
Build wealth with tailored advice from the experts at TrinityBridge
TrinityBridge has sharpened its focus on delivering integrated wealth management, as competitors move toward off-the-shelf, one-size-fits-all financial products.
07/04/2025
BOS Launches New Asset Allocation Framework
This framework was developed by the Singapore private bank’s chief investment office after a year-long study and stress testing of 120,000 portfolios.
07/04/2025
KKR says wealth investors shouldn’t be ‘blinded’ by secondaries returns
The buyout giant responds to controversy over evergreen funds presenting secondaries discounts as portfolio returns.
07/03/2025
Redemption of UBS Group AG senior unsecured notes and additional tier 1 instrument
The last trading day of the Senior Notes will be 11 July 2025.
07/03/2025
Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer
The chair of the summit shares insights, ranging from next-gen leadership and gender diversity to wealth tech and sustainability
07/03/2025
Shackleton adds £900m AUM with Chetwood Group acquisition
This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn.
07/03/2025
Pictet prepares for third ‘gilded age’ of philanthropic giving
Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation
07/03/2025
Allfunds Onboards First Fund into Middle East Management Company in Partnership with Schroders
As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.
07/03/2025
Ex-Pictet and Lombard Odier hot shots launch bond fund firm
Alpha Curve Investments plans to launch its flagship unconstrained fixed income fund this month.
07/03/2025
BLKB makes impairments on radicant holding ag and announces personnel changes
BLKB is planning a comprehensive cost reduction and efficiency program as well as changes in the governance and business focus of the radicant companies.
07/03/2025
BCO sets the course for the future
BCO is an owner-managed company offering a broad range of services for SMEs, entrepreneurs, and families.
07/02/2025
Citi Wealth taps Allfundds for streamlined trade execution
The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.
07/02/2025
Brooks Macdonald launches Brooks Financial, a new brand for its financial planning business
Brooks Financial brings together all former financial planning companies under one unified brand
07/02/2025
CACEIS appointed exclusive asset servicing provider for Syz Asset Management
The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.
07/02/2025
BlackRock Completes Acquisition of HPS Investment Partners
With the addition of HPS, BlackRock is now positioned to more fully meet the accelerating client demands resulting from this shift, providing clients and borrowers access to integrated, best-in-class solutions at scale.
07/02/2025
Britain’s vanishing millionaires: Why lower-tier wealth is shrinking
While global wealth is on the rise, Britain is losing its entry-level millionaires
07/01/2025
Singapore EAM Strikes Deal With Credit Suisse Veterans
The partnership will enable both firms to jointly deliver enhanced cross-border capital advisory services.
07/01/2025
Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management
Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.