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Wealth and Asset Management

02/06/2025

HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham

The move to Finsbury Circus reflects the Bank’s confidence in the City of London.

02/05/2025

Amundi full-year results: Net inflows double while AUM reaches record highs

Amundi’s total AUM increased by 10% over the year, and by 2.2% over the last quarter

02/05/2025

People are only just realising what HSBC bank actually stands for

HSBC has been around for a long time - but some people might be surprised to learn that the name actually stands for something

02/05/2025

UBS GWM targets $200bn in yearly net new assets

Bank says Credit Suisse integration remains on track to complete by the end of 2026.

02/05/2025

Is J. Safra Sarasin Taking over Saxo Bank?

Other interested parties had withdrawn from the bidding process after no agreement could be reached.

02/05/2025

Fidelity continues to expand in Switzerland

The appointment follows the recent appointment of Pascal Schuler as Head of Sales Switzerland.

02/05/2025

Lombard Odier closes hedge fund underweight to improve diversification

The private banking group highlights non-directional hedge fund strategies in its latest outlook.

02/05/2025

Goldman Sachs Asset Management launches duo of EMEA active ETFs

Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs

02/05/2025

336 Financial Management joins Fairstone ‘downstream’ buy-out programme

The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months

02/05/2025

Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub

New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system

02/04/2025

UBP’s Private Markets Outlook 2025

Asset-based financing is gaining prominence as a key diversification tool

02/04/2025

UBS's fourth-quarter and full-year 2024 results

UBS Group finished the year with 14.3% CET1 capital ratio

02/04/2025

Abrdn reconsidering ‘AdviserOS’ platform rebrand

The provider is reviewing its decision to use the name for its platform upgrade plans, though migrating advisers is still on the agenda.

02/04/2025

BNP Paribas Group: Results as at 31 December 2024

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the fourth quarter 2024 and endorsed the 2024 financial statements.

02/04/2025

Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign

The ‘Now’s your time for wealth’ global wealth campaign launched this month.

02/04/2025

What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…

While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.

02/03/2025

Norway wealth fund posts record $222 billion profit but warns tech boom won't last

It was the second straight year of record profits, beating the 2.2 trillion Norwegian crowns earned in 2023.

02/03/2025

Private markets solution, Yooro, launches in Europe

The securitization solution aims to streamline the private assets investment process.

02/03/2025

Brooks Macdonald completes acquisition of LIFT-Financial Group

As at December 31 2024 this acquisition brings an additional c.£1.6bn assets under advice (AUA) and around 1,350 clients.

02/03/2025

Presentation of the 2024 full-year results for the Julius Baer Group

Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities

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BIL Suisse promotes former CS and Julius Baer executive

07-15-2025

Swiss real estate market: forever and ever upwards?

07-15-2025

Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas

07-17-2025

Macquarie Asset Management raises c. €3.5 billion for European infrastructure deb

07-18-2025

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

07-18-2025

KPMG advises Corpfin Capital on its acquisition of a stake in Grupo Montplet

07-17-2025

A woman has 42p in her pension pot for every £1 a man has

07-17-2025

JP Morgan Private Bank hires investment team head in Zurich

07-18-2025

A new chapter of leadership at CPW

07-18-2025

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

07-18-2025

JP Morgan Private Bank hires investment team head in Zurich

07-18-2025

Macquarie Asset Management raises c. €3.5 billion for European infrastructure deb

07-18-2025

Fitch Solutions appoints Rachel Lojko president

07-18-2025

Reimagining retail banking with Agent AI: Humanising scale, digitally

07-18-2025

Stronger growth and new product developments at radicant

07-18-2025

Card spending falls -0.1 per cent in June, as hospitality and retail miss out on heatwave boost

07-18-2025

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