Wealth Enhancement acquires Wise Wealth
Wise Wealth operates from offices in Lee’s Summit, Rolla, and Liberty.
Wealth and Asset Management
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Coutts increases fees for less wealthy customers – report
The King's bank increases its basic relationship fee for the first time since 2016.
M&G plc Q3 2025 trading update
£1.5bn net inflows in Asset Management from external clients
How low can fund fees go? If the client is SJP, 0.0075%
The 0.0075% fee State Street is charging to run 14 tracker funds for St James's Place is low even by the US passive investment giant's standards.
National Council committee wants to weaken UBS capital rules
It advises that regulations should not exceed those of other international financial centers.
Changing demographics and advancing technology – a new frontier for growth
The economies that embrace automation and AI early, and with strategic intent, are likely to emerge stronger, moreresilient and better positioned for long-term growth.
Barclays survey finds Millennials most bullish on private markets
Barclays Private Bank’s 2025 Private Markets annual report finds that 79% of wealthy investors plan to increase their allocations to private assets, with Millennials leading growth.
Lombard Odier named “Best Boutique Private Bank” at the Citywire Spain Awards 2025
This award reflects our long-standing commitment to excellence and our deep understanding of the Spanish wealth management landscape
Old Mill and Brook Financial join Kinbrook as Group’s latest Hub
Both Old Mill and Brook Financial will continue to operate under their respective brands, maintaining leadership, client relationships, and team structures.
Apollo Funds Commit $6.5 Billion to Ørsted’s Hornsea 3 in the UK
Apollo Infrastructure to Become 50-50 Joint Venture Partner in World’s Largest Offshore Wind Farm Project
Northern Trust Expands Mandate with Avanda Investment Management to Support Monetary
Northern Trust supports Avanda’s full range of funds with the above services
Standard Chartered Global Private Bank expands flagship Global Families Network Forum with Next Gen Programme
90 UHNW families from over 30 markets gathered for 2-day event in the UAE