JPMorgan to launch DIY platform in UK retail investment push
It will be available directly and via the Chase UK app, offering managed investments, pensions and ISAs.
Wealth and Asset Management
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Profits surge at wealth management group in year it was taken private by PE firm
This was supported by an increase in revenues from £123.1m to £134.1m.
ABK Capital DIFC adds LGT Bank (Switzerland) Ltd. as a new international partner
To develop a strategic offering for its regional clients
IHT changes fuels increase in intergenerational wealth discussion
Flagstone’s latest research revealed 56% have witnessed a rise in clients wishing to talk about the subject.
Leadership and growth: UBP's drivers in the EAM market
SPHERE spoke with key managers from the team to understand how the Bank is responding to the evolving needs of EAMs while consolidating its position as a market leader.
Rothschild & Co named Outstanding Global Restructuring Investment Bank
These recognitions demonstrate our outstanding advisory performance and innovative approach, highlighting the strength of our Restructuring Advisory platform.
CACIB and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum
Crédit Agricole Corporate and Investment Bank and Indosuez Wealth Management inaugurate new Singapore office to support local and regional growth momentum
SJP puts £2.2bn KKR-run fund under review
Performance across SJP funds has improved, according to the advice firm’s latest assessment of value report, but stragglers – including a KKR-run private assets fund - remain.
Barclays report highlights opportunity for £60 billion boost per year to UK economy through increased investment by SMEs
In 2024, UK business investment reached a record level, and in the first half of 2025, business investment grew 3% year-on-year.
HSBC Hong Kong adds industrial bank as new mainland partner under wealth management connect
Offering 500+ Wealth Solutions Under WMC Together with Three Leading Banks in Mainland China
Edmond de Rothschild Asset Management makes a strategic move into the Quant space
The new product range will complement Edmond de Rothschild AM’s traditional active management product range with an additional risk/return mechanism.
Quilter’s WealthSelect takes equity profits and tops up fixed income in latest rebalance
Aegon Global Sustainable Government Bond fund added to Responsible Active and Sustainable Active portfolios