11/04/2025
Wealth management consolidators advised to review practices
Budd said the review could have an impact on how deals are done in future.
Wealth and Asset Management
11/04/2025
AUM and asset flows update for the three months ended 30 September 2025
Evelyn Partners reports record £67.0 billion in AUM, with £2.1 billion of gross new assets in Q3 2025
11/04/2025
CBH Marks 50 Years – A New Chapter Beyond Swiss Private Banking
Our roots lie in the tradition of Swiss private banking, but our outlook is global.
11/04/2025
Nutmeg rebrands to J.P. Morgan Personal Investing
The name will be retired and clients will find their investments via the J.P. Morgan Personal Investing app
11/03/2025
Best Private Banks in the UK: Where the Genuinely Wealthy Actually Bank
From the lineage of C. Hoare & Co. to the cultivated polish of Coutts and J.P. Morgan Private Bank, the United Kingdom’s most distinguished institutions preserve a tradition of discretion, taste and measured counsel.
11/03/2025
Alpha Wealth Group Unveils 2025 Legacy and Prosperity Frameworks for Global Families
As global dynamics continue to evolve, Alpha Wealth Group remains at the forefront of private advisory services, pioneering new frameworks for legacy preservation.
11/03/2025
Suntera Global secures top tier position in latest trust companies rankings
Global growth strategy and focus on service quality recognised in latest industry list
11/03/2025
Empowering next gen wealth creators through behavioural finance
Alexander emphasises the need for empathy, effective communication, and tailored approaches to meet the unique needs of clients
11/03/2025
BRI Wealth Management acquires FutureFocus Advisory
FutureFocus Advisory founder to retire
10/31/2025
CaixaBank reports a net profit of €4.4 billion through to September, up 3.5%, driven by business strength
This growth has been driven by the positive forward momentum of the business, supported by strong commercial activity and a stable interest rate environment.
10/31/2025
Gold Holdings Ensure SNB Profit in the First Nine Months
In the three reporting quarters, the loss on foreign currency positions amounted to 9,0 billion francs and on franc positions to 0,9 billion francs.
10/31/2025
Arbuthnot Latham’s direct gilt product ‘exceeds’ expectations
The £275mn number is more than 10 per cent of the total assets under management of Arbuthnot Latham’s wealth management business.
10/31/2025
Intesa Sanpaolo reports record nine-month profit, confirms FY25 net income well above €9 billion
The Group confirmed it is on track to deliver full-year 2025 net income well above €9 billion taking into account Q4 managerial actions to strengthen future profitability.
10/30/2025
Vontobel 9-month 2025 trading update
Assets under management increased to CHF 239.7 billion at the end of September 2025 from CHF 229.1 billion at year-end 2024.
10/30/2025
Family businesses are typically overvalued by their own leadership – by approximately 30%
This is creating a tangible risk – nearly one-third of these businesses could vanish if no buyer can be found.
10/30/2025
Standard Chartered PLC Q3’25 Results
All figures are presented on an underlying basis and comparisons are made to 2024 on a constant currency basis, unless otherwise stated.
10/30/2025
Vontobel agrees to sell cosmofunding to Zürcher Kantonalbank
The transaction is expected to close in the first quarter of 2026, with no disruption to clients during the transition.
10/30/2025
Aberdeen to increase its stake in Tritax to 100% in 2029
A number of new partners of Tritax Management are also being appointed to prepare for a smooth succession.
10/30/2025
Societe Generale Results at 30 September 2025
Completion of the EUR 1bn additional share buy-back programme on 14 October 2025
10/30/2025
UBS Announces Cash Tender Offers for Debt Securities
Capitalized terms used and not otherwise defined in this announcement have the meanings given in the Offer to Purchase.