10/09/2025
Quilter Financial Planning welcomes eight new appointed representative firms to its advice network
It’s fantastic to welcome these eight firms
Wealth and Asset Management
10/08/2025
Bordier & Cie Strengthens Its Presence in the Lake Geneva Region
The new branch is headed by Cyril Saulnier, supported by Daniel Moret—a seasoned duo with over three decades of experience in wealth management.
10/08/2025
Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List
This is the firm’s third consecutive year on this list.
10/08/2025
Ex-Citi wealth head launches AI portfolio intelligence firm
Launched by David Bailin, who has been joined by former colleague Steven Wieting, the CIO Group aims to oversee $11bn of assets by 2030
10/08/2025
Benchmark partners with amicable to support advisers with wealth transfer conversations
The partnership focuses on communication frameworks for emotionally charged conversations
10/08/2025
WH Ireland wealth sale faces collapse amid investor fury
Investors including the prominent entrepreneur Hugh Osmond have moved to block the £1m sale of WH Ireland’s wealth arm to Oberon Investments ahead of an EGM on Thursday, Sky News learns.
10/08/2025
Pictet merges away CHF 600m funds to create ‘Longevity’ strat
The Swiss asset manager is folding its Human and Health funds into one strategy, reflecting the ‘connection between medical innovation and workforce sustainability.’
10/08/2025
SJP expands Polaris range with four multi-index funds
Polaris Multi-Index will invest solely in index trackers
10/08/2025
Mercer Advisors Adds Singer Burke to its Ultra-High-Net-Worth Regis Group, and Launches Practice to Serve Entertainment and Creative Professionals
Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership
10/08/2025
UBS Advisor Team Wise River Advisors Named to Barron’s Top 250 Private Wealth Management Teams
They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families.
10/08/2025
RBC emerges as frontrunner to buy Evelyn
It is understood the Brewin Dolphin parent is the only firm to show real interest in acquiring Evelyn, with a bid battle yet to materialise.
10/08/2025
New quant team and investment range: Coudray reveals refreshed BCGE
Katia Coudray has returned after more than two decades to an executive post at Banque Cantonale de Genève, a somewhat different firm to the one she left.
10/08/2025
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication
10/07/2025
EFG International announces closing of acquisition of Cité Gestion
EFG International AG is today announcing the completion of the acquisition of 100% of the Swiss private bank Cité Gestion, as initially communicated on 19 February 2025.
10/07/2025
HLB Private Bank launches new branding to target high-net-worth clients
The move marks what the bank describes as a renewed focus on supporting clients and family offices in managing inter-generational wealth transfer.
10/07/2025
UBP House View - October 2025
Returns in fixed income show investment grade, high yield and AT1s running ahead of the carry offered at the start of the year.
10/07/2025
Focus Financial Partners Network Firm Badgley Phelps Expands with Acquisition of Marshall & Sullivan
They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.
10/07/2025
Apex Group partners with Wealthbrix to power independent, next-gen wealth management from DIFC
This partnership highlights Apex Group’s continued expansion in the Middle East and reinforces its role as the partner of choice for innovative wealth and asset managers operating in a highly regulated jurisdiction.
10/07/2025
Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe
10/07/2025
Supporting the Transformation of Private Asset Management
BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.