Brown Advisory to buy London-based Marylebone Partners
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
Wealth and Asset Management
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Endowus Wealth Insights Report 2025: Bridging the Wealth & Retirement Gap: Endowus Wealth Report Reveals Disconnect Between Investor Goals and Behaviour in Singapore
Endowus study reveals gap between goals and actions, calling for stronger advisor alignment and greater fee transparency
Winners from Crown Dependencies announced for Citywealth Brand Management Awards 2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
Rathbones Asset Management achieves SDR labels across its four-fund sustainable multi-asset range
The Financial Conduct Authority introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
LPL Financial Welcomes Wyatt Wealth Management
He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
Transforming tomorrow: Navigating wealth management’s big questions
Crowe’s keynote will assess the impact of these themes on our investment and retirement outlook as well as outline how attendees can best consider the ecosystem they are a part of.
Private Bank Manager Shuffle: BofA Loses in the Southeast, Gains in New York
On Wednesday, Citi said it nabbed a manager at Bank of America Private Bank to be its Southeast market executive.
From Invisible To Influential—Capturing The Rise Of Female Wealth
Women in the United States are expected to control an estimated $30 trillion in financial assets by 2030—a major realignment in asset ownership driven by demographic, economic, and social shifts.
Raymond James partners with FNZ to enhance wealth management platform
Raymond James will implement FNZ's integrated wealth management platform to bring AI and digital tools to its operations.
HIGHVERN in the running for STEP Trust Company of the Year
The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.
Natural damage in Switzerland – Helvetia presents facts and figures on the most important threats
Switzerland, with its numerous mountains, bodies of water, and its exposed location in the center of Europe, is highly exposed to natural disasters.
Van Lanschot Kempen creates bespoke private markets portfolio
This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.