02/14/2025
Natixis Wealth Management to Acquire Dorval Asset Management
This proposed sale would be accompanied by the opening of Dorval Asset Management's capital to its employees.
02/14/2025
This proposed sale would be accompanied by the opening of Dorval Asset Management's capital to its employees.
02/13/2025
Saba has found little support in the UK for its campaign against seven investment trusts, but plenty of people are ready to sell their stakes.
02/13/2025
The UK bank also enjoyed a boost from taking control of Tesco Bank’s savings, loans and credit cards last year.
02/13/2025
With almost half the global population holding elections, 2024 was an exceptional year.
02/13/2025
This purchase adds over £50m of assets under management to Lumin VZ Group and marks the ninth acquisition since 2019.
02/12/2025
The bank, best known internationally as an agricultural lender, said its commercial loan book grew by 3% to 447 billion euros.
02/12/2025
The acquisition of the wealth management platform provider widens Swiss Life’s consumer base and enhances its investment offerings for high-net-worth individuals.
02/12/2025
SGKB acquired CHF 3.1 billion in new managed assets (net new money).
02/12/2025
Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high.
02/12/2025
Bank won Euro Bond, Reverse Yankee Bond, Swiss Franc Bond and Asia High-Yield Bond House of the Year at the IFR 2024 Awards
02/12/2025
Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.
02/12/2025
deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.
02/12/2025
In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.
02/11/2025
Despite sluggish growth, the Euro Area remains resilient.
02/11/2025
35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments
02/11/2025
SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.
02/11/2025
Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.
02/11/2025
The comments came as UBS’s headcount in the Americas
02/11/2025
Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.
02/11/2025
This report scores the world's leading wealth management companies against the 10 themes that are impacting their industry the most.