St James’s Place dethrones Fundsmith as UK’s largest fund
SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.
Wealth and Asset Management
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If You Build It, They Will Come: Winning Content Strategies For Wealth Managers
Wealth managers who deliver high-quality, client-centric content won’t just stand out in a competitive market—they’ll build lasting relationships with clients.
The looming advisor shortage in US wealth management
Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.
Wealthy Brits more likely to attribute wealth to investing in markets than property, according to Brown Shipley survey
35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments
BlackRock sees opportunity in european credit
Despite sluggish growth, the Euro Area remains resilient.
DBS full-year net profit
Board proposes final dividend of 60 cents and will introduce a quarterly Capital Return dividend for financial year 2025
Ex-BlackRock fund bosses cash in on Lift Financial’s sale to Brooks
BlackRock Gold & General manager Evy Hambro and disgraced former BlackRock UK Absolute Alpha manager Mark Lyttleton are among those receiving payouts.
Lombard Odier recognised as Best Domestic Private Bank for the ninth time at the WealthBriefing Swiss Awards 2025
Our achievements in the wealth management industry were recognised
Wellington expands UK wealth offering with four Ucits funds
The funds aim to broaden UK and European investor access while providing shareholder voting rights and improved fund oversight.
Hoxton Wealth opens first office in Mexico City
Country manager Aaron Vickery started his finance career in finance with St James Place
Centrum Wealth: Expanding Horizons Under Seasoned Private Banker and CEO Sandeep Das
Over the past year alone, the firm has hired around 90 professionals from 30 firms, reinforcing its expertise and reach.
CaixaBank Private Banking recognizes its clients’ social commitment with its 7th Philanthropy Awards
CaixaBank Asset Management also participated in the organization of the award presentation gala dinner.