02/25/2025
Peter Rutter secures £1bn for new funds after Royal London exit
Rutter's new firm Life Cycle Investment Partners has launched two new funds for UK investors.
Wealth and Asset Management
02/24/2025
PrivatBank, Oschadbank, Ukreximbank, Raiffeisen and OTP most profitable in 2024
The second five most profitable banks of 2024 were headed by Credit Agricole, which increased its net profit by 46.5% - to UAH 4.09 billion.
02/24/2025
HSBC Continental Europe: 2024 Annual and Second Half Results
Revenues in Markets and Securities Services were stable, with growth in Equities and Securities Financing offset by lower client activity in Global Debt Markets.
02/24/2025
Canaccord Genuity Group announces the completion of its acquisition of Brooks Macdonald Asset Management
The acquisition represents an important strategic addition to the Company's operations in Guernsey, the Isle of Man, and Jersey.
02/24/2025
SJP leads the pack with £15bn in ‘dog funds’
SJP funds accounted for over a fifth of the £67.4bn in underperforming fund assets, according to Bestinvest’s latest study.
02/24/2025
Cazenove Capital partners with Entrepreneurial Scotland to foster business growth and innovation
Recognising the crucial role that entrepreneurs play in fostering economic prosperity, Cazenove Capital has long recognised and enabled a virtuous circle where today’s successful entrepreneurs directly empower and support the next generation.
02/21/2025
Standard Chartered exceeds revenue expectations and boosts dividend amid mixed 2024 results
Lower loan losses have also contributed to a stronger bottom line.
02/21/2025
A tale of two specialties: combining wealth and asset management
Pascal Duval, a former senior asset management boss, has never been a highly stressed character.
02/21/2025
Schroders Capital backs AI with first close of UK Innovation LTAF
The successful close is indicative of the desire from DC pension schemes and other institutional investors to participate in the growth and development of UK early-stage companies.
02/21/2025
Kepler Cheuvreux and Unigestion announce a strategic partnership
This partnership merges fundamental and quantitative research approaches, optimising portfolio management while diversifying and expanding the range of investment strategies.
02/20/2025
Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund
Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund
02/20/2025
Evelyn Partners International relocates to new office in St. Helier
Team in Jersey bolstered with flurry of new hires
02/20/2025
Tavistock Investments: Completion of acquisition of Alpha Beta Partners
The total consideration for the acquisition is capped at £18 million
02/20/2025
EFG International Acquires Swiss Private Bank
The closing of the transaction is expected in the second half of 2025 and is subject to regulatory approval, EFG announced on Wednesday.
02/20/2025
Utmost Wealth Solutions’ Assets Under Administration surpass £100bn, recording strong gross inflows
The acquisition of Lombard International adds £45bn in Assets Under Administration (AUA), confirming Utmost’s leading market position in the international wealth management sector
02/20/2025
Maximising wealth management: The benefits of Guernsey Private Investment Funds
With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.
02/20/2025
Swiss wealth management to relocate Leeds team to prominent office building
One of the most sustainable buildings in Leeds, it provides exceptionally high-quality workspace and a convenient location just minutes from Leeds City Station.
02/20/2025
It’s a match: Wealth management and modern relationships
New research from Nedbank Private Wealth revealed wealthy UK adults have numerous life goals and aspirations they are most concerned about achieving as a result of divorce.
02/19/2025
EFG International reports full-year 2024 results
Highest dividend ever with CHF 0.60 per share proposed for the financial year 2024, up 9% compared to 2023
02/19/2025
HSBC Holdings plc Annual Results 2024
Each targeted action we are taking is designed to unlock HSBC’s full potential.