11/13/2025
Finlay Wealth Management Links Up With Children’s Charity
Within just days of launching their campaign, the team has already raised over £4,000 in donations from clients, colleagues, and supporters.
Wealth and Asset Management
11/13/2025
Prepared and Empathetic Advisors Gain More Value Than Ever
New generations and greater diversity are driving a more sustainable, transparent, and ethical approac
11/12/2025
The Real AI in Wealth Management: Alternative Investments’ Moment
Advisors are committed to expanding access to alternatives for clients who demand them, but the roadblocks are real.
11/12/2025
Banks risk losing $170b if AI adoption lags
But longer term, AI may erode bank profitability as customers turn to AI agents.
11/12/2025
Tideway nabs former SJP adviser for wealth management team
Gilfillan was at SJP for six years, most recently at Futura Financial Partners
11/12/2025
Nedbank Private Wealth launches NexLegacy initiatives to tackle the wealth transfer challenge
Nedbank Private Wealth is now addressing this issue with the launch of its NexLegacy initiative
11/12/2025
Schroder Income Growth Fund plc - Full Year Results
This year marks the 30th consecutive year of dividend increases, maintaining AIC dividend hero status and demonstrating a resilient investment approach.
11/12/2025
BNP Paribas WM Establishes AI Center in Singapore
Focus will be placed on co-developing generative and predictive AI solutions for portfolio analytics, onboarding and advisory automation.
11/12/2025
Stable market conditions in the canton of Bern
The ongoing imbalance between high demand and declining construction activity is increasingly leading to a housing shortage in the Canton of Bern.
11/12/2025
Asia Rich Lack Succession Plans as Wealth Nears $99 Trillion
They found that many only make plans when forced to, with 37% waiting for a health crisis and 43% acting only when business circumstances demand it.
11/12/2025
Banks rehire retired employees to tap veteran expertise in wealth management
Many of them work in asset management, compliance, loan review and antifraud departments, where human expertise remains more critical than artificial intelligence technologies.
11/12/2025
Citi Tops J.D. Power Mortgage Origination Satisfaction Study
Citi won the #1 ranking in J.D. Power’s 2025 U.S. Mortgage Origination Satisfaction StudySM
11/11/2025
Farrer & Co advises James Hambro and Partners on minority investment by Bixby Wealth Solutions
The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.
11/11/2025
How AI Hyper-Personalization Can Transform Wealth Management In The Mass Affluent Segment
These technologies promise to harness automation and data, allowing advisors to serve more clients in a highly individualized way without sacrificing the human touch that builds trust.
11/11/2025
Howden to acquire the employee benefits consultancy arm of Evelyn Partners
The acquisition strengthens the scale of Howden’s corporate health and employee benefits offering in the United Kingdom and is an additional step forward in its strategy to invest in expertise for the benefit of clients.
11/11/2025
One Four Nine Portfolio Management surpasses £800m AUM
The One Four Nine MPS range was launched in 2021 and has achieved an Expert Rated 5-star ranking in 2024 and 2025 from Defaqto.
11/11/2025
Wealth Manager Jordan Kirkbride Partners with Kamran Naqvi to Advise Athletes
This alliance has positioned the firm as a front-runner in the wealth management space for UHNW individuals.
11/11/2025
Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
The good news is that today, yields are higher, valuations more attractive, and the range of investable opportunities far broader than many wealth managers and advisers may have historically considered.
11/11/2025
Dakota Wealth Management Acquires Lokken Investment Group, Strengthening Commitment to Personalized Wealth Management and Client Continuity
This strategic move aims to ensure seamless continuity and expanded service platform for Lokken Investment Group’s clientele.
11/11/2025
UBS delays migration of some super-rich Credit Suisse clients, sources say
The delay signals that the bank could struggle to meet its end-of-March deadline to complete the migration of all clients with an account in Switzerland.