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Wealth and Asset Management

08/28/2025

Saxo Bank results: Steady growth in net profits and record client numbers

In the first half of 2025, the Saxo Bank Group delivered good, stable growth, with net profits reaching EUR 73 million and a total income of EUR 335 million.

08/28/2025

Asset Management: French Boutique Sets Sights on Zurich Growth

The company has long maintained relationships in Switzerland, especially in the French-speaking part.

08/28/2025

Leonteq expands market presence with leverage products on BX Swiss

As part of its continued growth strategy, Leonteq has since extended its role to become the exclusive market maker for all Exchange Traded Products listed on BX Swiss.

08/28/2025

Wealth firm that launched in Covid shuts down

O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.

08/28/2025

iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds

iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.

08/28/2025

Joint wins wealth manager Quilter

Now it’s been appointed as lead creative agency for wealth management company Quilter.

08/27/2025

Marlborough to take over management of £125m Whitechurch assets

Following Ascot Lloyd’s acquisition of Whitechurch Securities last year

08/27/2025

Belgian asset manager shakes up the Swiss market

Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.

08/27/2025

Wealth manager launches division for creators and sports people

The Athletes & Creators division addresses the financial challenges faced by these professionals.

08/27/2025

UK seeing far greater exodus of wealth than it is attracting under the FIG regime

For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.

08/27/2025

CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%

This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.

08/26/2025

Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management

Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.

08/26/2025

Investors ditch wealth managers over fees despite strong returns

The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.

08/26/2025

Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings

The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.

08/26/2025

Governance is the glue that keeps family offices and families together

Mr De Vita explains that the most effective family offices today are no longer just investment vehicles, but powerful tools for preserving family unity and legacy across generations.

08/22/2025

UBS slashes euro zone corporate earnings outlook for 2025

UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.

08/22/2025

UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey

“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.

08/22/2025

UBS Announced as Official Partner for Supertri League Jersey

The partnership reflects a shared commitment to performance, purpose and positive impact, both on and off the course.

08/21/2025

Carlyle buys wealth giant Intelliflo

Private equity powerhouse targets the tech provider for its latest purchase

08/21/2025

Rothschild & Co Hit by Volatile Markets

In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.

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Carlyle buys wealth giant Intelliflo

08-21-2025

Aegon UK ‘maintaining momentum’ with workplace inflows up 24%

08-22-2025

CHF 50bn institutional adviser hires Dynagest CEO

08-21-2025

UBS slashes euro zone corporate earnings outlook for 2025

08-22-2025

Gresham House Ventures appoints head of portfolio

08-21-2025

Governance is the glue that keeps family offices and families together

08-26-2025

Investors ditch wealth managers over fees despite strong returns

08-26-2025

Zurich Global Ventures Appoints New Finance Chief

08-26-2025

Altiant global luxury and asset management (glam) monitor

08-28-2025

FundBank Goes Live with Temenos to Power its Global Expansion into the U.S.

08-28-2025

Half of millionaires leaving charitable gifts in will

08-28-2025

Appointment of David Claus as Group Head of Asset Servicing and termination of the Asset Servicing transaction with Apex Group

08-28-2025

Aviva survey shows a quarter of people would consider using cryptocurrency as part of retirement plans

08-28-2025

Evolving Transfer agency for digital age

08-28-2025

Lift-outs gain traction as managers refocus on core activities

08-28-2025

British Steel member scammed out of pension is denied compensation

08-28-2025

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