Rathbones Group Plc – 2025 Annual General Meeting
This year, the Board has also made arrangements to enable shareholders to attend and participate in the meeting electronically should they wish to do so.
Wealth and Asset Management
14955 articles found
FIBT Wealth Services Division Acquired by Wealth Enhancement
This partnership marks the firm's first location in North Dakota.
Alex Friedman and Larry Hatheway close non-profit ‘action tank’
The duo, who both held senior roles at UBS and GAM, launched Jackson Hole Economics in 2020.
Union Bancaire Privée completes acquisition of SG Kleinwort Hambros, strengthening UK presence
All UBP London-based teams will move into a new office in Marylebone later this year.
ROYC and BCG: Capturing Wealth Management’s $3 Trillion Private Market Opportunity
Taken together, investor demand, product innovation and regulatory change should lead to continued growth.
Fairstone targets £40bn AUM as it reaches £20bn milestone
Enhancements to its DBO model are designed to dovetail with its new 5-year strategy
For the first time, EUROMONEY rewards a Swiss independent wealth manager: NOVUM CAPITAL PARTNERS
Traditionally reserved for banking institutions, this recognition highlights the high level of professionalism among independent wealth managers, particularly NOVUM.
Kim Sgarlata wins Chief Executive Officer category in WealthBriefing European Awards 2025
The WealthBriefing European Awards recognise and celebrate the exceptional talent within the wealth management sector.
Senior Channel Islands professionals join Citywealth International Financial Centre Awards judging panel
Winners are decided by a mix of judges’ vote and an online public vote to allow the global private wealth industry to have their say.
Julius Baer’s new CEO has a turnaround plan: ‘He’s like a human dynamo’
Julius Baer has had three CEOs in eight years. Will Stefan Bollinger be the one who finally fixes the wealth manager?
Wealthy clients ditch DFMs for banks to get alts access
Access to alternatives is the ‘biggest differentiator’ for private banks in an environment where the investment approach is almost identical to those of wealth firms.
Evelyn Partners to complete the sale of Professional Services business to funds advised by Apax
Both businesses remain committed to pursuing a strong ongoing commercial relationship, underpinned by a mutual commitment to continuity in the services provided to clients, as well as ways to develop new growth opportunities together.