06/16/2025
Utmost also posted solid financial results, reporting £6.8 billion in gross flows and £190 million in operating profit, while maintaining a 91% client retention rate—underscoring the continued relevance of its offering to intermediaries
06/13/2025
Now in its second year, the AlTi Tiedemann Global and Campden Wealth 2025 Family Office Operational Excellence Report has expanded to include data on families in Europe and Asia Pacific in addition to North America and introduces six new topic areas
06/13/2025
Sources said that the AFH has nearly doubled its EBITDA since the take-private, and the repricing highlights strong support from Ares as the business continues to expand.
06/13/2025
In its eleventh year, the Future Leaders Awards champions young professionals in the wealth sector and highlights the leaders under forty of today and tomorrow.
06/13/2025
Ninety One UK will be the primary active asset manager for a specified portion of SI UK’s assets under management (AUM).
06/13/2025
These findings follow significant market volatility earlier this year, largely triggered by the US Government’s decision to introduce wide-ranging trade tariffs.
06/12/2025
A report by Lombard Odier explores their investment outlook in an increasingly uncertain macro environment.
06/12/2025
CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.
06/12/2025
The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.
06/12/2025
The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.
06/12/2025
The firm has three Financial Planners as well as a managing partner, and four back-office staff.
06/11/2025
Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers
06/11/2025
Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team
06/11/2025
The annual list highlights exceptional individuals with fewer than 15 years’ experience
06/11/2025
Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.
06/11/2025
Recruitment for new division to lead expansion of planning business to sports and music stars.
06/11/2025
They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.
06/11/2025
The EIB is also triggering the new facility through an inaugural agreement with Deutsche Bank, providing long-term liquidity earmarked for security and defence investment projects.
06/11/2025
Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.
06/11/2025
It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.