07/03/2025
As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.
07/03/2025
Fund aims to outperform its benchmark, the Bloomberg Global Treasury Total Return Index USD hedged
07/02/2025
Brooks Financial brings together all former financial planning companies under one unified brand
07/02/2025
The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.
07/02/2025
Taxation of the super-rich is a vital tool to secure sustainable development and fight inequalities.
07/02/2025
While global wealth is on the rise, Britain is losing its entry-level millionaires
07/01/2025
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.
07/01/2025
The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.
07/01/2025
It’s not the first time that IQ-EQ has received recognition in this field.
07/01/2025
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
07/01/2025
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
06/30/2025
The model enables advisers to offload compliance and back-office burdens while retaining control and focusing on growth.
06/30/2025
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
06/30/2025
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
While acknowledging that it will “take time to have full visibility” on the situation
06/30/2025
UBS will communicate its 2026 capital return ambitions with its fourth quarter and full-year 2025 financial results early next year.
06/27/2025
The Financial Conduct Authority (FCA) introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
06/27/2025
SWP clients now have priority access to these highly anticipated bars
06/27/2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
06/27/2025
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.