French group acquires Kaleido Private Bank
This acquisition increases the group's assets under management to approximately €10bn.
Wealth and Asset Management
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ARK Wealth Awarded "Hong Kong's Best Wealth Management Institution," Diversified Strategy Recognized by International Authorities
This dual recognition not only underscores Noah ARK's continued leadership in the wealth management sector but also marks a significant breakthrough in its global strategic expansion.
Update in relation to Close Brothers Premium Finance business
Focusing on commercial lines will enable us to invest in growth and strengthen our position in the market, while streamlining operations and reducing complexity.
JTC strengthens partnership with TISE
JTC has maintained a strong working relationship with TISE for many years.
Impax outflows narrow to £1.3bn
After two bruising quarters following the loss of two big SJP mandates there are signs of improvement for the sustainable asset manager.
Quilter Cheviot renames sustainable funds under new FCA labelling rules
From 8 September 2025, the two multi-asset funds — Balanced and Growth — will be renamed Quilter Cheviot Sustainable Opportunities.
Edmond de Rothschild Asset Management ranked among the Top 200 Asset Managers in Europe by Funds Europe
The ranking, based on independent research by Funds Europe and public available data, offers a clear view of global industry dynamics.
Navigate Capital Management merges with Partners Wealth Management
NCM is a well-established financial planning and independent advice firm based in Surrey.
Deutsche Bank consolidates wealth services for enhanced client focus
A new “Wealth Planning Germany division” will also be launched within wealth management, headed by Lisa-Marie Wohrle.
Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women
As the Club’s Official Wealth Management Partner, Evelyn Partners will work alongside City to support and empower players through every stage of their financial journey.
Zurich independent asset manager crosses the Limmat
Dara Capital relocates 11 minutes across the Limmat.
UBS Asset Management launches first active ETF
The strategy, which invests in collateralised loan obligations, is the first in a range of active fixed income ETFs the Swiss giant plans to release.