Lori Rabinowitz named to Forbes’ Best-in-State Wealth Advisors
Forbes’ Best-in-State Wealth Advisors list comprises a select group of individuals who have a minimum of seven years of industry experience.
Wealth and Asset Management
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Quilter Cheviot Europe acquires Irish investment advisory firm, GillenMarkets
This new acquisition will help expand QCE’s presence in Ireland and continue to evolve its integrated investment management
UOB’s 1Q25 net profit stable YoY at S$1.5 billion
Supported by broad based income momentum; Prudent stance amid macro uncertainties
UBS: New Partnership in Private Credit Space
The agreement formalizes and widens an existing partnership, uniting two leading global institutions to create a compelling private-credit offering.
Joint Statement from GAM Investments and Fermat Capital Management regarding GAM FCM Cat Bond Fund (BVI)
The BVI Fund will undergo an orderly and managed transition to Fermat.
Wealth managers not worried by lack of corporate guidance
Advisors are nonplussed over the growing number of companies suspending earnings guidance due to tariff uncertainty.
Waverton and London & Capital appoints Nick Hammond to lead the Private Wealth and US Private Wealth businesses
The strategic hire comes as the merged firms prepare to formally unite under a single brand, W1M, in June.
Brookfield Asset Management Announces Record First Quarter Results
Closed $6 Billion in the First Quarter for Real Estate Flagship—Currently at $16 Billion; Now Set to Be Our Largest Real Estate Strategy
LeoVest Eyes Nordic Clients Booked in Switzerland
LeoVest has offices in Zurich and Geneva and, with 20 employees, manages around 1.5 billion francs in client assets.
JP Morgan fund veteran William Meadon launches firm
William Meadon has launched Steppingstone, which offers a range of professional services to UK private companies.
UBS to pay $511m to settle Credit Suisse tax evasion case
This agreement requires the company to assist in ongoing investigations and pay penalties related to US accounts managed at Credit Suisse Singapore.
Allens advises TA Associates on investment in leading NZ wealth manager
Alongside Chapman Tripp, Allens advised on all aspects of the transaction.