06/03/2025
BNY Pershing Launches Advisor Growth Network, New Wove Features
BNY Pershing is announcing a new advisor member program and product enhancements to its multi-custodial wealth platform, Wove, during its annual INSITE conference this week.
Wealth and Asset Management
06/02/2025
In a world of uncertainty, diversification is key to managing HNI wealth
Whether through balancing asset classes, going global, exposure to alternatives, or hedging, diversification offers the twin benefits of capital preservation and long-term wealth generation.
06/02/2025
LGT Crestone completes transition of CBA’s advice arm
It was first announced last November that LGT Crestone had signed an agreement to acquire Commonwealth Bank of Australia’s (CBA) personal advice business, Commonwealth Private Advice.
06/02/2025
Shackleton buys IM Asset Management from Irwin Mitchell
IMAM and TWP together have 20 advisers, serving about 1,600 clients and managing approximately $1.8bn in funds.
06/02/2025
Pictet WM’s Gentizon: We are paid to take risk
Pictet WM’s head of fund and manager research tells FSA about the firm’s contrarian approach to fund research, and why boutiques resonate with the entrepreneurial spirit of the bank.
06/02/2025
Standard Chartered appoints Global Head of Data, Analytics & AI for Wealth and Retail Banking business
He was responsible for driving data platforms, advanced analytics and CRM capabilities for HSBC’s retail and wealth banking operations across products, segments and channels, leading a global team of over 1,000 professionals in more than 20 markets.
06/02/2025
JP Morgan’s Harshika Patel on crossing the $200bn AUM mark
The American private bank’s Asia boss reveals her strategy since taking the helm, from a recruitment push last year to targeting family offices and shutting its EAM desk.
05/30/2025
Focus Partners Wealth Expands with First External Acquisition Since Rebrand
Welcomes Churchill Management Group, Marking Milestone in Growth and Client-Centric Vision
05/30/2025
Blackrock Switzerland CEO Dirk Klee: “Europe must deliver now”
This uncertainty presents us with an opportunity to underscore our role as a reliable local partner with a global presence while simultaneously identifying new investment opportunities.
05/30/2025
UK wealth market tops £1.1tn on outsourcing boost
New business also played a major role, as more financial advisers opted to outsource investment management.
05/30/2025
Channel Island winners of Citywealth Magic Circle Awards 2025 announced
BBC News presenter Rich Preston hosted the evening and funds were raised for Magic Breakfast – a charity that delivers free breakfasts every morning to underprivileged school children.
05/30/2025
Fidelius merges with TJP to accelerate UK growth strategy
The combined business will include 50 advisers and generate annual revenues of more than £30m.
05/30/2025
Market volatility, economic uncertainty not stopping HNW wealth transfer
Long-term gifting plans remain as wealthy clients stay focused.
05/30/2025
RBC goes to UBS again, snags $1.6B team: Advisor Moves
Their departure comes several months after UBS executives predicted that changes in the firm's compensation policies
05/30/2025
Enhancing education through technology
Education is a fundamental human right and can be a powerful tool for breaking the poverty cycle, reducing inequalities, building more peaceful sustainable societies, and fostering longer-term economic growth through supporting innovation.
05/30/2025
Hightower Makes Strategic Investment in Smith Anglin
Smith Anglin marks the second strategic investment for Hightower in 2025.
05/29/2025
Wealth Manager Joins Twenty Four Wealth
Kirpalani most recently co-managed more than $300 million in assets serving more than 330 clients at a Greenwich, Conn.-based wealth management firm.
05/29/2025
Former CEO of Rochdale Launches Sandro Wealth Management for Elite Advisors
A New Private Wealth Firm, Sandro Wealth Empowers Advisors to Win the Top 10% of Wealthy Clients
05/29/2025
UHNW Institute Sets First-Ever Industry Standards in Wealth Management with Launch of the Wealthesaurus, AIM Framework, and More
As an independent, objective organization, the Institute offers unbiased guidance and practical tools to elevate how professionals serve clients and how families make informed decisions across generations.
05/29/2025
Partners Group targets wealthy with evergreen royalties fund launch
The fund, based on an existing strategy, invests across multiple sectors, including films, music and gas, aiming for annualised returns of 10%.