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Wealth and Asset Management

08/27/2025

CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%

This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.

08/26/2025

Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management

Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.

08/26/2025

Investors ditch wealth managers over fees despite strong returns

The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.

08/26/2025

Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings

The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.

08/26/2025

Governance is the glue that keeps family offices and families together

Mr De Vita explains that the most effective family offices today are no longer just investment vehicles, but powerful tools for preserving family unity and legacy across generations.

08/22/2025

UBS slashes euro zone corporate earnings outlook for 2025

UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.

08/22/2025

UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey

“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.

08/22/2025

UBS Announced as Official Partner for Supertri League Jersey

The partnership reflects a shared commitment to performance, purpose and positive impact, both on and off the course.

08/21/2025

Carlyle buys wealth giant Intelliflo

Private equity powerhouse targets the tech provider for its latest purchase

08/21/2025

Rothschild & Co Hit by Volatile Markets

In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.

08/21/2025

Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking

Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.

08/21/2025

Lombard Odier reports half-year 2025 results

First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.

08/21/2025

Why it is not just high net worth individuals departing the UK

These people are also going away and these are actual UK taxpayers.

08/20/2025

17 JTC Employees Make the Citywealth Leaders and International Powerwomen Top 100 Lists

The Citywealth Leaders List is a directory of the leading individuals in the international private client and wealth management sector.

08/19/2025

The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great

The biggest intergenerational wealth transfer in history is about to happen.

08/19/2025

LGT reports strong rise in profit in the first half of 2025

Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.

08/19/2025

Italy's Mediobanca gets ECB approval for Banca Generali deal

Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.

08/19/2025

Julius Baer to review fees for UK clients

Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.

08/19/2025

Parents warned of risks of gifting pension wealth without specialist advice

A 40% tax is levied on the value of the estate above the threshold.

08/18/2025

Titan Wealth losses rise to £44.7m as interest payments mount

The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.

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Citi Investor Services Wins US$380 Billion Middle Office Mandate from Aegon Asset Management

08-14-2026

Ten largest wealth managers now have nine tenths of clients

08-19-2026

Mourant advises on landmark UK residential real estate deal

08-18-2026

Canaccord Genuity Group Inc. through its wealth management business in the UK & Crown Dependencies announces acquisition of EFG Harris Allday

08-19-2026

CEO banned for false and misleading statements made in attempt to buy bank and football club

08-14-2026

EQ Retirement Solutions appoints Will Pritchett as chief executive officer

08-18-2026

Mike Joo and Adeel Khan appointed Co-CEOs of Barclays Investment Bank

08-18-2026

Banks Cheer as Trump’s Regulatory Rollback Spreads to Europe

08-17-2026

Geneva Private Bank Repositions Itself and Appoints New CEO

08-20-2026

UK employment data nears ‘something of a trough’ as job vacancies fall by 0.8%

08-20-2026

Mark Hickford joins Leonard Curtis restructuring team as director

08-20-2026

Mobile payments on the rise but cash decline slows

08-20-2026

Wealth manager expands in North East heartland

08-20-2026

Standard Chartered and HSBC execute first live tokenised deposit transaction on Swift’s blockchain-based ledger

08-20-2026

LGT reports strong net new asset growth and significant increase in profitability in first half of 2026

08-20-2026

Adviser demand for bonds builds ahead of pension IHT changes

08-20-2026

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