03/31/2025
Wealthy clients ditch DFMs for banks to get alts access
Access to alternatives is the ‘biggest differentiator’ for private banks in an environment where the investment approach is almost identical to those of wealth firms.
Wealth and Asset Management
03/31/2025
Julius Baer’s new CEO has a turnaround plan: ‘He’s like a human dynamo’
Julius Baer has had three CEOs in eight years. Will Stefan Bollinger be the one who finally fixes the wealth manager?
03/28/2025
HSBC Eyes More Hires for U.K. Private Banking Arm — Financial News
The U.K. lender has shuttered its M&A and equity capital markets arm in the U.K. and Europe and has also taken an axe to jobs in sector teams.
03/28/2025
Luxembourg wants to modernise tools to account for digital assets
Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.
03/28/2025
Wealthtime owner buys Craven Street Wealth
Quanta Group is using private equity funding from Anacap to make the acquisition.
03/28/2025
Vontobel successfully places a CHF 200 million inaugural senior unsecured bond
This transaction establishes Vontobel’s presence in the CHF senior bond market, adding diversification, stability, and flexibility to the company’s funding structure while reaching a broader investment base.
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.
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.