Hg private wealth offering surpasses $1 billion
The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.
Wealth and Asset Management
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St. James’s Place expands financial advisory services in the UAE
The firm has doubled the number of accredited partners in the Middle East to 41
Invesco eyes £275m price tag for software provider Intelliflo
Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.
Praxis Returns to Fund Administration in Jersey Following Regulatory Approval
The operation in Jersey complements Praxis’ existing fund administration services in the Middle East
Aspen Standard Wealth Acquires $2.9 Billion AUM New England Private Wealth Advisors
Aspen creates permanent RIA partnerships by investing in long-term growth and ensuring lasting stability and support.
Why Market Access Remains Important for Swiss Banks
In addition to playing a key role in the domestic market, Swiss banks are exceptionally well positioned internationally.
Impax Asset Management Group plc Q2 AUM update
On 31 March 2025, the Company’s AUM totalled £25.3 billion, representing a decrease of 25.7% over the three-month period.
Barclays Top 100 WM tells clients to be patient after tariff shock
Senior investment adviser Tommy Doan explains how the team are mitigating market volatility in the wake of US trade tariffs.
MKC Wealth buys fund research and advice firm Yodelar
The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.
OCBC’s private bank seeks more staff for Greater China expansion
Despite slower economic growth and a deep property crisis, China is seen as having long-term potential for wealth managers.
LPL Adds $16B From First Horizon Bank’s Wealth Division
First Horizon Advisors, which has about 110 financial advisors across $16 billion of client assets, will transition to LPL’s Institution Services platform in the second half of this year.
finews.asia Releases 2024 Private Banking AUM League Table
This marks the second consecutive year of growth following a 21.3 percent increase in 2023.