09/02/2025
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.
09/02/2025
Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients
09/02/2025
This is a model that can represent a strategic response to the growth of passive management
09/01/2025
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
09/01/2025
The settlement follows a series of lawsuits brought by shareholders in New York, who accused Credit Suisse leadership of ignoring glaring weaknesses in risk management during the years leading up to the bank’s downfall.
09/01/2025
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.
09/01/2025
A strategic partnership to streamline operations and scale access to private markets
09/01/2025
Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.
09/01/2025
Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters
09/01/2025
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
09/01/2025
Rebranding of Japan-based asset manager
08/29/2025
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”
08/29/2025
Banks must commit to a strong digital investment strategy to address the needs of the next generation private wealth client base
08/29/2025
The two supervisory organizations for asset managers and trustees, Fincontrol Suisse and Osfin (Organisation de surveillance financière), are merging to form Osfincontrol.
08/29/2025
Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion
08/29/2025
The Pictet Group’s total equity and total capital ratio remain strong.
08/29/2025
Evelyn Partners generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of £64.6 billion
08/28/2025
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
The company has long maintained relationships in Switzerland, especially in the French-speaking part.
08/28/2025
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.