Alt Investments
24 April 2025

Alternative Investment Platform Builds Private Platform

Azora, a business established in 2003, said the new private investor platform was an extension of...

Financial Results
24 April 2025

AuM Rises At Vontobel, Logs Q1 2025 Inflows

The Swiss wealth management firm issued its first-quarter assets and inflows data in a trading...

Tax
24 April 2025

A Rising Inheritance Tax Revenue Haul – What Next For UK?

Even before the election last year of a new UK government, the revenue raised from inheritance tax...

People Moves
24 April 2025

HSBC In Senior Asia Reshuffle – Report

The lender is cutting bank jobs from its China-based digital wealth project, and making changes to...

Fund Management
24 April 2025

Canada's Langdon Equity Partners Launches Small-Cap Fund

The new fund, available in a UCITS fund structure, is open to Asian and European investors. ...

Strategy
24 April 2025

Tech Is Core Of Wealth Industry, Human Element Remains Vital – SEI

We talk to US-headquartered SEI and its private banking and wealth management head about...

People Moves
23 April 2025

Who’s Moving Where In Wealth Management? – Brown Shipley, Evelyn Partners, Others

The latest moves, appointments and personnel changes among wealth management and related...

Financial Results
23 April 2025

Q1 2025 Net Income Rises Strongly At Northern Trust; Wealth Fees Gain

The Chicago-headquartered banking group reported a broadly stronger set of financial numbers for...

M and A
23 April 2025

UK Financial Advisor Creates Personal Injury, Court Of Protection Business

The business of serving those with life-changing injuries is important because advisors must...

M and A
23 April 2025

Nomura Agrees To Buy Macquarie's US, European Asset Management Groups

Under the deal, expected to close by the end of 2025, the Japanese group will obtain three entities...