03/28/2025
Santander, the World's Best for International Latin American Clients by Euromoney
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
Wealth and Asset Management
03/28/2025
Shackleton sets deadline for first round bids as wealth manager’s sale talks continue
‘Britain’s wealth manager’ is looking for up to £600m for the business
03/27/2025
Julius Baer to Open Lisbon Office in Southern European Push
It will move a team of 14 bankers
03/27/2025
Arbuthnot Banking Group: Audited Final Results for the year to 31 December 2024
Strategic progress and growth in net assets per share
03/27/2025
Quintet 2024 net profit rises to €68 million, up 45%
This reflects increases in both private banking assets under management and institutional assets under custody.
03/27/2025
Evelyn Partners recorded an 11.8% rise in Adjusted EBITDA in 2024 and strategically repositioned to focus exclusively on wealth management
The wealth management business delivered another strong year in 2024, with £8.0 billion gross inflows, AUM closing the year at a record high of £63.0 billion and Adjusted EBITDA rising to £174.3 million.
03/27/2025
NatWest settles 'de-banking' dispute with Nigel Farage
The row began in 2023 when Farage claimed that Coutts, owned by NatWest, shut his account without explanation.
03/27/2025
Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown
The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.
03/27/2025
Ares Management Joins Allfunds Private Partners Programme to Expand Distribution of Wealth Channel Products
By joining the APP programme, Ares will harness Allfunds’ technology and extensive distribution network to offer its wealth solutions to a broader and more diversified global base of individual investors.
03/26/2025
IQ-EQ achieves STEP Employer Partner Platinum accreditation across Crown Dependencies
The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.
03/26/2025
Farrer & Co advises the members of WHEB Asset Management LLP on its acquisition by Foresight Group Holdings Limited
WHEB was also advised by Spencer House Partners, a corporate advisory firm which specialises in advising companies operating in financial services, including asset management businesses.
03/26/2025
GAM announces 2024 full year results
Strong progress in implementing turnaround strategy. GAM continues to target profitability in fiscal year 2026.
03/26/2025
Vontobel launches European Equity Income Plus fund
The high-conviction strategy will target dividends and options as dual income sources.
03/26/2025
UBS London wealth advisors lured by ex-Goldman Sachs guy
UBS’s people are not just setting up their own firms and going to Lombard Odier, they are also joining Julius Baer.
03/26/2025
UBS and SuMi Trust joint venture to acquire Credit Suisse wealth management business in Japan
The JV will absorb Credit Suisse’s Japanese advisor base and wealth management assets.
03/25/2025
Quilter expands footprint in Northern Ireland adding newly launched PHW Wealth Partners to its advice network
The team brings extensive expertise in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.
03/25/2025
London & Capital and Waverton Investment Management unite as W1M as the firm pursues ambitious growth beyond £21 billion AUM milestone
The firm has now set itself the target of expanding its market share and becoming the preeminent wealth and investment manager for high net worth and ultra-high net worth clients, charities and institutions.
03/25/2025
2025 Wealth Industry Survey: The eve of disruption
Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.
03/25/2025
Baloise in Switzerland successfully expands insurbanking in the 2024 financial year
The combined ratio fell by 6.7 percentage points thanks to an improved claims environment.
03/25/2025
Proxy advisory firm ISS opposes Julius Baer board pay package
ISS said it objected to the compensation for the board, which is due to be reduced to eight from nine members, being increased in order give the chairman more.