07/14/2025
Structuring options for holding wealth
Limited liability companies were particularly useful from an investment perspective, because they allowed investors to risk the capital they had agreed to risk but no more.
Wealth and Asset Management
07/11/2025
German Finance Minister attacks Andrea Orcel
Unicredit made a major investment in Germany's second-largest private bank in the fall.
07/11/2025
Fourth Quarter FUMA Update
The Board anticipates the full year performance to be in line with market expectations.
07/11/2025
CCLA sold to Jupiter Fund Management for £100m
In addition to charities, CCLA also serves religious institutions and local authorities. It has total funds under management of over £15bn.
07/11/2025
Zurich Asset Manager Joins SSI Group
In addition to traditional wealth management solutions, SSI also offers specialized services such as impact investing and fiduciary services.
07/11/2025
Swiss National Bank Plans New Cash Logistics Center
The new cash logistics center is expected to go into operation in the early 2030s.
07/11/2025
Mark Dampier: Should wealth managers do more to justify their fees?
Now, I’m not one to throw stones from a glass house, but one friend’s portfolio gave me pause.
07/11/2025
Quilter becomes the Title Partner of the Quilter Nations Series in November 2025
The new partnership with Six Nations Rugby sees a return to the sport for Quilter.
07/11/2025
HSBC UK unveils wealth centre to attract affluent clients
The bank opens a $5m flagship space in St James’s, aiming to mirror its successful Asian wealth model and strengthen international investment links.
07/11/2025
St. James’s Place comments on the future of the Triple Lock
There are other options such as freezing the State Pension and increasing access to Pension Credit which might be a more pragmatic route – it’s already in place and better targeted to those who need help most.
07/11/2025
Ex-Maerki Baumann manager launches private markets firm
Aurea Partners, launched by Raphaela Schröder and Reto Börlin, will support private markets managers with their entry into Switzerland, and help them navigate the local market and regulations.
07/11/2025
Top 50 IAM acquires another Zurich wealth manager
The SSI Group, which is a part of Cinerius Financial Partners, has announced a further acquisition with Monaval.
07/10/2025
PIMCO Announces New Partnership with Aditum in the United Arab Emirates
Aditum Launches Two Funds Offering Access to PIMCO Strategies
07/10/2025
Partners Group opens office in Miami
The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23.
07/10/2025
The European asset management industry: Navigating volatile times
Macroeconomic uncertainty and weaker profits are forcing the industry to rethink its business and operating models.
07/10/2025
HSBC spends £3.5m on its first UK wealth centre
The centre, based in St James, is the latest in a series of initiatives aimed at capturing a greater slice of the mass affluent market.
07/10/2025
StanChart PB cancels client event in Thailand on compliance concerns
The British lender, like many rivals, serves Thai clients from Singapore, where it books assets.
07/10/2025
Sanctuary Wealth Lands Former Bank of Montreal Advisor Who Managed $580M In Assets
Advisor Bernard Reed has launched Velorum Wealth Management and aligned it with Sanctuary’s partnered independence model.
07/10/2025
Morgan Stanley Investment Management Closes North Haven Venture Capital Opportunities Fund I With Over $280 Million
Investors encompass institutions from a wide range of geographies and include public pensions, corporations, foundations, and family offices.
07/10/2025
Why tech is key to managing the great wealth transfer
These staggering inheritance figures, from a report by Vanguard, should be a golden opportunity for the industry.