10/02/2025
Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite
The partnership reflects rising demand for tech-based, scalable estate planning solutions for RIAs and other financial planning professionals.
Wealth and Asset Management
10/02/2025
J.P. Morgan Asset Management Opens the Market
J.P. Morgan Asset Management offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity.
10/02/2025
HSBC Global Private Banking Expands Frontline and Risk Capabilities to Drive Sustainable Growth in Asia
The new hires reflect HSBC’s commitment to expanding its coverage for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Southeast Asia and the wider region, while strengthening the second line of defence that underpins safe, resilient
10/02/2025
Opera announces further expansion through acquisition of Accuro
Accuro joins Opera as part of Project Overture, a five-year plan to optimise how the group operates, grows organically and expands into new markets and jurisdictions by partnering with the right businesses.
10/02/2025
NuWealth rebrands to Quilter Invest
As Quilter Invest, the platform is designed to support clients in the earlier stages of their investment journey, while also offering a proposition to advisers who have clients who may not be ready for full financial advice.
10/02/2025
Nature is Precious And Expensive: Potential And Limitations of Private Finance
Switzerland faces a multibillion challenge, writes Erol Bilecen, Head of Sustainable Finance at the Swiss Bankers Association.
10/02/2025
Wealth managers warn against kneejerk reactions to Budget speculation
Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.
10/02/2025
Lloyds and Schroders to end UK wealth joint venture, FT reports
Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.
10/02/2025
Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end
At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).
10/01/2025
World Ultra Wealth Report 2025
The World Ultra Wealth Report 2025 provides a unique and comprehensive analysis of the global ultra high net worth (UHNW) population.
10/01/2025
Fairstone acquires Norfolk advice firm Allen Tomas & Co
The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.
10/01/2025
Brookfield Wealth Solutions Signs First Reinsurance Agreement in Japan with Dai-ichi Frontier Life
This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.
10/01/2025
Dubai’s Rising Role in the Global Private Capital Landscape
Tracing Dubai’s emergence as a hub for global private capital.
10/01/2025
Empowering Entrepreneurs and Wealth Creators: The Role of Guernsey’s Private Wealth Industry
Fiduciary professionals in Guernsey also offer specialist advice on environmental, social, and governance (ESG) investment strategies
10/01/2025
JP Morgan ditches Nutmeg brand in digital wealth revamp
Nutmeg is being replaced with a new service which will be available on the Chase UK app and as a standalone entity.
10/01/2025
Florence Schnydrig Moser: «Private Banking Starts at 1 Million Francs»
Despite consolidation in recent years, there are still around 80 providers in Swiss private banking — competition is intense.
10/01/2025
Jim London: Moving away from the Wild West in consolidation
While some lessons have been learned, integration remains a persistent weak spot for wealth management organisations completing M&A deals.
10/01/2025
Rathbones warns pension tax fears driving premature withdrawals
A Rathbones survey of investors found that accessing the lump sum topped the list of regrets in the run-up to last year’s Autumn Budget when similar rumours circulated.
10/01/2025
JPMorgan to launch DIY platform in UK retail investment push
It will be available directly and via the Chase UK app, offering managed investments, pensions and ISAs.
10/01/2025
Profits surge at wealth management group in year it was taken private by PE firm
This was supported by an increase in revenues from £123.1m to £134.1m.