J.P. Morgan Asset Management Opens the Market
J.P. Morgan Asset Management offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity.
Wealth and Asset Management
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HSBC Global Private Banking Expands Frontline and Risk Capabilities to Drive Sustainable Growth in Asia
The new hires reflect HSBC’s commitment to expanding its coverage for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Southeast Asia and the wider region, while strengthening the second line of defence that underpins safe, resilient
Opera announces further expansion through acquisition of Accuro
Accuro joins Opera as part of Project Overture, a five-year plan to optimise how the group operates, grows organically and expands into new markets and jurisdictions by partnering with the right businesses.
NuWealth rebrands to Quilter Invest
As Quilter Invest, the platform is designed to support clients in the earlier stages of their investment journey, while also offering a proposition to advisers who have clients who may not be ready for full financial advice.
Nature is Precious And Expensive: Potential And Limitations of Private Finance
Switzerland faces a multibillion challenge, writes Erol Bilecen, Head of Sustainable Finance at the Swiss Bankers Association.
Wealth managers warn against kneejerk reactions to Budget speculation
Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.
Lloyds and Schroders to end UK wealth joint venture, FT reports
Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.
Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end
At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).
World Ultra Wealth Report 2025
The World Ultra Wealth Report 2025 provides a unique and comprehensive analysis of the global ultra high net worth (UHNW) population.
Fairstone acquires Norfolk advice firm Allen Tomas & Co
The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.
Brookfield Wealth Solutions Signs First Reinsurance Agreement in Japan with Dai-ichi Frontier Life
This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.
Dubai’s Rising Role in the Global Private Capital Landscape
Tracing Dubai’s emergence as a hub for global private capital.