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.
08/28/2025
O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.
08/28/2025
iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.
08/28/2025
Now it’s been appointed as lead creative agency for wealth management company Quilter.
08/27/2025
Following Ascot Lloyd’s acquisition of Whitechurch Securities last year
08/27/2025
Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.
08/27/2025
The Athletes & Creators division addresses the financial challenges faced by these professionals.
08/27/2025
For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.