Evelyn Partners completes the sale of its Fund Solutions business to Thesis
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
Wealth and Asset Management
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Edward Jones to Buy Natixis Portfolio ‘Overlay’ Business in High-Net-Worth Push
The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.
JTC Completes Acquisition of Citi Trust
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
Mercer Acquires $1.1B Boston-Area RIA
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.
IQ-EQ shortlisted for ‘Employer of the Year’ award
It’s not the first time that IQ-EQ has received recognition in this field.
Quilter’s WealthSelect boosts fixed income and reduces equity allocation in latest rebalance
The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.
Rothschild & Co Wealth Management Switzerland acquires Zurich-headquartered Swiss advisory firm Tenalis AG
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.
$5.3bn Exencial Wealth Advisors pursuing sale of minority stake: Sources
The Oklahoma City RIA has retained Advisor Growth Strategies to serve as its financial advisor.
Morgan Stanley Wins Two 2025 Celent Model Wealth Manager Awards for Technology Innovation in Wealth Management
Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.
Singapore EAM Strikes Deal With Credit Suisse Veterans
The partnership will enable both firms to jointly deliver enhanced cross-border capital advisory services.
Leonteq responds to criticism of management remuneration
In the future, Leonteq shareholders will be able to vote prospectively and separately on all compensation components.
National Bank extends and expands Project Helvetia
The SNB has evaluated the project and decided to extend it for another year and continue the pilot operation until at least mid-2027.