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Asset Management: French Boutique Sets Sights on Zurich Growth

The company has long maintained relationships in Switzerland, especially in the French-speaking part.

Leonteq expands market presence with leverage products on BX Swiss

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.

Wealth firm that launched in Covid shuts down

O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.

iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds

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.

Joint wins wealth manager Quilter

Now it’s been appointed as lead creative agency for wealth management company Quilter.

Marlborough to take over management of £125m Whitechurch assets

Following Ascot Lloyd’s acquisition of Whitechurch Securities last year

Belgian asset manager shakes up the Swiss market

Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.

Wealth manager launches division for creators and sports people

The Athletes & Creators division addresses the financial challenges faced by these professionals.

UK seeing far greater exodus of wealth than it is attracting under the FIG regime

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.

CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%

This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.

Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management

Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.

Investors ditch wealth managers over fees despite strong returns

The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.

Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings

The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.

Governance is the glue that keeps family offices and families together

Mr De Vita explains that the most effective family offices today are no longer just investment vehicles, but powerful tools for preserving family unity and legacy across generations.

UBS slashes euro zone corporate earnings outlook for 2025

UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.

UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey

“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.

UBS Announced as Official Partner for Supertri League Jersey

The partnership reflects a shared commitment to performance, purpose and positive impact, both on and off the course.

Carlyle buys wealth giant Intelliflo

Private equity powerhouse targets the tech provider for its latest purchase

Rothschild & Co Hit by Volatile Markets

In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.

Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking

Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.

Wealth and Asset Management