09/02/2025
Rothschild & Co significantly expands its Wealth Management presence in Dubai
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.
Wealth and Asset Management
09/02/2025
7iM Unveils Powerful New Digital Reporting Feature for Advisers
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.
09/02/2025
Corient Announces Global Expansion Through Addition of Stonehage Fleming and Stanhope Capital Group
Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients
09/02/2025
BIL Suisse: Cooperation with well-known financial expert
Denat will help BIL Suisse implement its strategy of strengthening its presence among Swiss family businesses and entrepreneurs.
09/02/2025
Fintech pioneers unite to build bank for high net worth individuals
The group - currently operating through 11:FS Holdings Limited - has earmarked £50 million so far and is expecting to begin another investment round shortly.
09/02/2025
SMA, the integrated model that combines advanced consulting and management
This is a model that can represent a strategic response to the growth of passive management
09/01/2025
FAAA statement on Senate decision to discontinue Inquiry into wealth management companies
“The decision to end the Inquiry seems extraordinary, particularly in the light of recent news about the collapse of Shield and First Guardian, potentially involving over $1 billion in consumer losses from their super.
09/01/2025
Why Founders Talk To Wealth Advisors
Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?
09/01/2025
Indosuez Wealth Management finalises the acquisition of Banque Thaler
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.
09/01/2025
Aberdeen and Titanbay Partner to Unlock Private Markets for UK Wealth Managers
A strategic partnership to streamline operations and scale access to private markets
09/01/2025
Survey: Apac wealth managers’ demand for alts rises
Private credit and hedge funds are the most popular in the region.
09/01/2025
New Frontier Economics report reveals Guernsey’s expanding role in supporting UK growth through international private capital
Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.
09/01/2025
Burnout, bonuses and the illusion of success
Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters
09/01/2025
St James’s Place shares: More to come from this FTSE 100 wealth manager?
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
09/01/2025
Nikko AM becomes Amova AM
Rebranding of Japan-based asset manager
09/01/2025
Amundi Expands Income Strategy Availability in Asia
The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.
08/29/2025
Citi wealth boss Andy Sieg denies claims he threw tirades, made execs cry: ‘Not accurate’
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”
08/29/2025
LPL Financial Welcomes Concentric Wealth Management
They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
08/29/2025
Bank Frick generates net profit of CHF 4.5 million
In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.
08/29/2025
ARC finds only 18% of wealth firms considering private markets
Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.