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EFG International Acquires Swiss Private Bank

The closing of the transaction is expected in the second half of 2025 and is subject to regulatory approval, EFG announced on Wednesday.

Utmost Wealth Solutions’ Assets Under Administration surpass £100bn, recording strong gross inflows

The acquisition of Lombard International adds £45bn in Assets Under Administration (AUA), confirming Utmost’s leading market position in the international wealth management sector

Maximising wealth management: The benefits of Guernsey Private Investment Funds

With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.

Swiss wealth management to relocate Leeds team to prominent office building

One of the most sustainable buildings in Leeds, it provides exceptionally high-quality workspace and a convenient location just minutes from Leeds City Station.

It’s a match: Wealth management and modern relationships

New research from Nedbank Private Wealth revealed wealthy UK adults have numerous life goals and aspirations they are most concerned about achieving as a result of divorce.

EFG International reports full-year 2024 results

Highest dividend ever with CHF 0.60 per share proposed for the financial year 2024, up 9% compared to 2023

HSBC Holdings plc Annual Results 2024

Each targeted action we are taking is designed to unlock HSBC’s full potential.

Evelyn Partners ramps up partnership with Alfred Dunhill Padel Classic at The Hurlingham Club

Evelyn Partners has strengthened its commitment to event – one of the world’s finest celebrity pro-am padel tournaments – with a multi-year tie-up.

Charles Stanley eyes active ETFs for sustainable portfolios

Paris Jordan believes that active ETFs can align with the regulator’s sustainable investment regime.

Charities Helping hospices to manage their income

Good financial management will see hospices setting aside some reserves to support future expenditure.

Obwaldner Kantonalbank consolidates its market position with sustainable growth

Thanks to far-sighted cost discipline focused on strategic initiatives

Swiss banking regulation is on the wrong track

The arguments are largely on the table

AKB with strong growth

Business success fell by 3.2% to CHF 297.3 million compared to the record year of 2023.

Foreign Banks in Switzerland Stage a Comeback

The downward trend continued in the following years.

BCV Group in 2024: net profit of CHF 441 million and dividend increase to CHF 4.40 per share

The Board of Directors will propose at the next General Meeting to increase the ordinary dividend by CHF 0.10, to CHF 4.40 per share.

abrdn Adviser cuts charges for wrap clients

In addition, standard platform charges for existing Wrap clients have been reduced, aligning them with the pricing structure introduced for new clients last year.

NOVA Wealth achieves B Corp status

It employs a growing team of 70, including 16 advisers

Lombard Odier sees AUM rise during 2024

The private banking group saw assets under management increase by 12% during the past 12 months, but its net profits declined.

Boutique outperformer sees ‘unwarranted’ discount in Vontobel bonds

RAM Active Investments runs the Strata Credit fund, which has beaten its sector average over three years.

Leonteq update ahead of AGM 2025

Separately, Lukas Ruflin has informed the Board of Directors that he will no longer stand for election as a Board member at the upcoming AGM.

Wealth and Asset Management