03/31/2025
Both businesses remain committed to pursuing a strong ongoing commercial relationship, underpinned by a mutual commitment to continuity in the services provided to clients, as well as ways to develop new growth opportunities together.
03/31/2025
Access to alternatives is the ‘biggest differentiator’ for private banks in an environment where the investment approach is almost identical to those of wealth firms.
03/31/2025
Julius Baer has had three CEOs in eight years. Will Stefan Bollinger be the one who finally fixes the wealth manager?
03/28/2025
The U.K. lender has shuttered its M&A and equity capital markets arm in the U.K. and Europe and has also taken an axe to jobs in sector teams.
03/28/2025
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/28/2025
This transaction establishes Vontobel’s presence in the CHF senior bond market, adding diversification, stability, and flexibility to the company’s funding structure while reaching a broader investment base.
03/28/2025
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
03/28/2025
‘Britain’s wealth manager’ is looking for up to £600m for the business
03/27/2025
It will move a team of 14 bankers
03/27/2025
Strategic progress and growth in net assets per share
03/27/2025
This reflects increases in both private banking assets under management and institutional assets under custody.
03/27/2025
The wealth management business delivered another strong year in 2024, with £8.0 billion gross inflows, AUM closing the year at a record high of £63.0 billion and Adjusted EBITDA rising to £174.3 million.
03/27/2025
The row began in 2023 when Farage claimed that Coutts, owned by NatWest, shut his account without explanation.
03/27/2025
The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.
03/27/2025
By joining the APP programme, Ares will harness Allfunds’ technology and extensive distribution network to offer its wealth solutions to a broader and more diversified global base of individual investors.
03/26/2025
The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.
03/26/2025
WHEB was also advised by Spencer House Partners, a corporate advisory firm which specialises in advising companies operating in financial services, including asset management businesses.
03/26/2025
Strong progress in implementing turnaround strategy. GAM continues to target profitability in fiscal year 2026.
03/26/2025
The high-conviction strategy will target dividends and options as dual income sources.