08/11/2025
BlackRock and Vanguard lead US ‘super league’ dominating Europe
Regional expansion by group of US-based asset managers far outstrips local sector’s growth
08/11/2025
Regional expansion by group of US-based asset managers far outstrips local sector’s growth
08/11/2025
According to a separate memo, the British lender said that it will move staff into the new office from early 2027
08/11/2025
The company provides advice and services to the mass affluent and high-net-worth private client market in the UK, as well as to a number of companies.
08/11/2025
Citywire Wealth Manager headed to Newcastle and heard how an old issue of our magazine is providing inspiration for new Rathbones regional director James Kyle.
08/08/2025
The deal, approved by regulators in Monaco and France, brings new leadership but promises no disruption to client services.
08/08/2025
Beyond its role in managing hundreds of billions in assets, Julius Baer has also set an ambitious climate agenda, anchored in sustainability, energy transition and net zero goals.
08/08/2025
The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits of active asset allocation with index-tracking funds to help cost-conscious investors navigate the markets
08/08/2025
Rattled by tariff uncertainty, some family offices have been investing more overseas, especially in European startups.
08/07/2025
We will build on this momentum, pursuing excellence in being a Lifetime Partner to our customers
08/07/2025
GAM reported an IFRS net loss after tax of CHF 40.7 million, which includes CHF 6.3m of reorganisation and other charges, and an underlying loss before tax of CHF 34.1 million.
08/07/2025
The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.
08/07/2025
Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance
08/07/2025
The Group satisfies both its Board and regulatory capital and liquidity requirements.
08/06/2025
The platform tech giant put the losses down to the increasing costs of IT change projects and migrations.
08/06/2025
They discuss how Q1 saw large inflows into the market
08/06/2025
Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.
08/06/2025
She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.
08/06/2025
The Budget included the announcement that 100% BPR and APR will be capped to the first GBP 1 million of combined agricultural and business assets for every person or pre-existing trust from 6 April 2026.
08/06/2025
Targets for 2025 raised
08/06/2025
Solid financial performance: Net profit EUR 606 million and return on equity 9.4%