10/15/2025
Lombard Odier relies on entrepreneurial spirit in Zug
Despite a promising start, the bank believes it is still far from reaching its goal.
Wealth and Asset Management
10/15/2025
FINMA appeals partial decision of the Federal Administrative Court on AT1
FINMA will appeal the ruling of October 1, 2025, and appeal it to the Federal Supreme Court.
10/15/2025
Cornèr Group takes over Ticino asset manager completely
The transaction is expected to close in January 2026, subject to the regulatory approval procedures being completed by then.
10/15/2025
Amundi wins £500m UK universities green cash fund mandate
Amundi has won a 10-way asset management battle to create a bespoke fossil fuel-free cash fund for a Cambridge-led coalition of 79 higher education institutions.
10/15/2025
Melville Douglas shortlisted at Citywealth International Finance Centre Awards 2026
The firm has been recognised in the category Investment Management Company of the Year – Channel Islands & Isle of Man.
10/15/2025
ABN Amro warns mortgage, wealth management margins under pressure
The bank also said that changes to its system for assessing mortgage risk would have a negative impact on its mortgage business.
10/14/2025
UBP Weekly View - Earnings season kicks off
This week, Q3 earnings will be in the spotlight, with the US’s largest banks set to lead the reporting season.
10/14/2025
Quilter Investors launches absolute return equity fund
The fund is a long/short equity strategy that invests in large-and mega-cap companies, predominantly in the UK but also in Europe and the US.
10/14/2025
“Negative interest rates have hardly any effect on the Swiss franc.”
Low volatility makes hedging inexpensive.
10/14/2025
Royal London Asset Management strengthens private markets platform with new Asset Based Finance capability
The new capability forms part of Royal London Asset Management’s long-term ambition to build a leading private credit platform
10/14/2025
Banks can avoid millions when migrating core banking systems
A bank's core banking system controls all processes, from account management and payment transactions to lending and reporting.
10/14/2025
Quintet named Best Private Bank in Europe
First Luxembourg-headquartered firm to receive such recognition in 35-year history of Private Banker International Global Wealth Awards
10/13/2025
Coutts in balancing act ahead of potential UK Budget fallout
The private bank is playing a fine balancing act with UK exposure ahead next month's Labour Budget.
10/13/2025
Julius Baer faces credit losses from insolvent Degag Group, report says
"Some of the borrowers in this group are now facing financial difficulties."
10/13/2025
Titan Wealth acquire Blacktower Group in “landmark” deal
The deal adds £2.2bn (US$3bn) to Titan’s AUM but also multiple jurisdictions due to Blacktower’s regulatory coverage
10/13/2025
Saffery Trust leadership again recognised among Spear’s recommended advisors globally
The Spear’s 500 directory is widely regarded as one of the most respected guides for ultra-high-net-worth clients and their advisors.
10/13/2025
SJP Academy welcomes 175 qualified advisers
The SJP Academy was established in 2012 and claims to be the “largest and most comprehensive financial adviser training and development programme in the UK.”
10/13/2025
SJP’s disappointing run with KKR puts question mark over alts plans
Performance of the £2.2bn Diversified Assets fund has disappointed seven years after its inception, but SJP is sticking with KKR for the time being.
10/10/2025
Titan Wealth receives FCA green light for IWP deal
Wealth firm hails ‘a significant milestone’
10/10/2025
Donations from wealthy people increasing but lack of impact reporting a barrier, report says
The Modern Philanthropist report says that while “philanthropic giving is now the norm among HNWIs in the UK”, there remain barriers to engagement and major giving.