10/10/2025
Sustainable-focused private equity firm launches in Nidwalden
Christoph Waser, Stefano Augstburger and Urs Gerber have launched Nexora Capital, a Stansstad-based private equity firm.
Wealth and Asset Management
10/10/2025
Wealth managers wake up to emerging markets
Asset managers are seeing a revival in interest in emerging markets, backed up by Citywire data.
10/10/2025
Hybrid Wealth Products Gain Traction in China as Stocks Rally, Deposit Rates Stay Low
Many long-term customers have shifted their funds to equity-focused or hybrid WMPs when their time deposit products matured, sales staff at multiple joint-stock commercial banks told Yicai.
10/10/2025
What’s behind HSBC’s privatisation of Hang Seng Bank? Drive for efficiency, analysts say
The privatisation will lead to synergies, save costs and improve efficiency in terms of personnel and systems, Everbright’s Kenny Ng says
10/10/2025
Rathbones and UKSIF publish new guide to demystify sustainability fund labels
They aim to address investor concerns over greenwashing and restore trust and improve transparency in the sustainable investment space.
10/10/2025
Schroder Japan Trust plc - Full Year Results
Schroder Japan Trust plc has announced its financial results for the year ended 31 July 2025.
10/10/2025
CIO Investment Insights: From Old Trafford to Wall Street - the case for staying the course
Welcome to the latest issue of Justin Onuekwusi, our CIO, quarterly insights.
10/09/2025
Irwin Mitchell Private Client Team Recommended In Spear's Guide To The Best High Net Worth Lawyers
Several Individuals Named In Two New Guides To The Best Tax and Best Contentious Trust Lawyers In The UK
10/09/2025
Objectway at the BEI Workshop on Data and Hyperautomation – Turning technological innovation into practical and sustainable strategies
Product Director and Investment Compliance expert at Objectway
10/09/2025
The Great Wealth Transfer: Europe’s €3.5 trillion shift
To unpack the deeper implications, we spoke with ING chief economist, Marieke Blom, and global head of Private Banking, Wealth Management & Investments, Anneka Treon.
10/09/2025
Partners Group’s next generation infrastructure evergreen hits USD 1 billion in assets
The Fund will invest alongside Partners Group's fourth-generation flagship direct infrastructure program, which is in fundraising, as well the firm's established infrastructure secondaries program.
10/09/2025
Schroders renews long-term commercial partnership with Lloyds Banking Group
Schroders Personal Wealth (SPW), the wealth management and advice business, has become a wholly owned subsidiary of Lloyds Banking Group.
10/09/2025
Quilter Financial Planning welcomes eight new appointed representative firms to its advice network
It’s fantastic to welcome these eight firms
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