Irwin Mitchell Private Client Team Recommended In Spear's Guide To The Best High Net Worth Lawyers
Several Individuals Named In Two New Guides To The Best Tax and Best Contentious Trust Lawyers In The UK
Wealth and Asset Management
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Objectway at the BEI Workshop on Data and Hyperautomation – Turning technological innovation into practical and sustainable strategies
Product Director and Investment Compliance expert at Objectway
The Great Wealth Transfer: Europe’s €3.5 trillion shift
To unpack the deeper implications, we spoke with ING chief economist, Marieke Blom, and global head of Private Banking, Wealth Management & Investments, Anneka Treon.
Partners Group’s next generation infrastructure evergreen hits USD 1 billion in assets
The Fund will invest alongside Partners Group's fourth-generation flagship direct infrastructure program, which is in fundraising, as well the firm's established infrastructure secondaries program.
Schroders renews long-term commercial partnership with Lloyds Banking Group
Schroders Personal Wealth (SPW), the wealth management and advice business, has become a wholly owned subsidiary of Lloyds Banking Group.
Quilter Financial Planning welcomes eight new appointed representative firms to its advice network
It’s fantastic to welcome these eight firms
Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List
This is the firm’s third consecutive year on this list.
Ex-Citi wealth head launches AI portfolio intelligence firm
Launched by David Bailin, who has been joined by former colleague Steven Wieting, the CIO Group aims to oversee $11bn of assets by 2030
Bordier & Cie Strengthens Its Presence in the Lake Geneva Region
The new branch is headed by Cyril Saulnier, supported by Daniel Moret—a seasoned duo with over three decades of experience in wealth management.
Benchmark partners with amicable to support advisers with wealth transfer conversations
The partnership focuses on communication frameworks for emotionally charged conversations
Pictet merges away CHF 600m funds to create ‘Longevity’ strat
The Swiss asset manager is folding its Human and Health funds into one strategy, reflecting the ‘connection between medical innovation and workforce sustainability.’
SJP expands Polaris range with four multi-index funds
Polaris Multi-Index will invest solely in index trackers