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.
Wealth and Asset Management
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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.
Focus Partners Wealth Expands with First External Acquisition Since Rebrand
Welcomes Churchill Management Group, Marking Milestone in Growth and Client-Centric Vision
JTC Group in Guernsey Named Best Fund Administrator in Global Awards
The JTC Group has had an office in on the Island since 2011
RBC’s profit jumps on HSBC deal, wealth management boost
The inclusion of HSBC’s Canadian operations boosted RBC’s net income by $258 million.
HSBC reportedly cuts analyst positions in restructuring effort
This decision also involves the termination of Steven Major, the global head of fixed income research.
Challenges to Asian family transfers leave $5.8tn at stake
Families are increasingly drawing on external expertise to manage succession more effectively, agrees Cherry Ng, head of wealth planning Asia at BNP Paribas Wealth Management in Hong Kong.
UBS Global Family Office Report 2025 published: All eyes on the global trade war
The second biggest concern for more than half (52%), was major geopolitical conflict, followed by higher inflation.
Swiss Banking Between Confidence and Self-Reassurance
Switzerland’s financial center is a global leader in private wealth management – and the country is well-positioned to defend this top ranking.
Hoxton Wealth secures over £1M in tax refunds for clients
Hoxton Wealth has achieved the milestone of recovering tax refunds for clients totaling over £1 million in just over a month.
Mattioli Woods to merge with Kingswood to create £25bn group
The combined companies will have more than 40 across the UK, with £25bn in assets under administration and advice.
IK Partners stakes Irish wealth management boutique
PE firm aims to help bankroll Dublin-based Kestrel Capital's expansion plans.