WM Market Reports
11 July 2025

You Could Be Fired: No Room For Wealth Advisor Complacency In Generation Shift

The fear that the children or relatives of HNW clients might choose a different advisor is one of...

M and A
11 July 2025

UK's Jupiter Taps Non-Profit Client Base With CCLA Deal

The UK firm is acquiring a business that serves the non-profit sector, and which has chalked up a...

Offshore
11 July 2025

US "Gold Card" Programme Highlights Fight For International HNW Money

The "Devil is in the detail" when it comes to the proposed "gold card" programme to attract wealthy...

People Moves
11 July 2025

NatWest's Wealth Arm Names New CFO

Subject to regulatory approval, the new CFO will be taking up the post at NatWest Group to fill a...

New Products
11 July 2025

What’s New In Investments, Funds? – Future Fund Oman, Templewater

The latest news in investment offerings, financial products and other services relevant to wealth...

New Office
10 July 2025

HSBC UK Opens New Wealth Centre, Continues Growth Ambitions

The bank has added to its international list of wealth centres, seeing them as an important draw...

Alt Investments
10 July 2025

Financial Advisors Boost Private Market Allocations – Blackstone

Blackstone’s private wealth group recently conducted its “Summer 2025 Advisor Pulse” survey,...

Awards
10 July 2025

Nominations Open For WealthBriefing European Awards 2026

Part of a global series, the awards for the European wealth management industry are now open to...

Alt Investments
10 July 2025

Coller Capital Closes Another Secondaries Fund, Says Sector Important Diversifier

Whether held in an evergreen structure or some other form, UK-headquartered Coller Capital is a...

M and A
10 July 2025

Deals Of The Day: The Latest In Wealth Management M&A – Partners Wealth, Navigate

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...