02/13/2025
Wealth managers must stop selling trusts if they want to beat Saba
Saba has found little support in the UK for its campaign against seven investment trusts, but plenty of people are ready to sell their stakes.
02/13/2025
Saba has found little support in the UK for its campaign against seven investment trusts, but plenty of people are ready to sell their stakes.
02/13/2025
The UK bank also enjoyed a boost from taking control of Tesco Bank’s savings, loans and credit cards last year.
02/13/2025
With almost half the global population holding elections, 2024 was an exceptional year.
02/13/2025
This purchase adds over £50m of assets under management to Lumin VZ Group and marks the ninth acquisition since 2019.
02/12/2025
The bank, best known internationally as an agricultural lender, said its commercial loan book grew by 3% to 447 billion euros.
02/12/2025
The acquisition of the wealth management platform provider widens Swiss Life’s consumer base and enhances its investment offerings for high-net-worth individuals.
02/12/2025
SGKB acquired CHF 3.1 billion in new managed assets (net new money).
02/12/2025
Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high.
02/12/2025
Bank won Euro Bond, Reverse Yankee Bond, Swiss Franc Bond and Asia High-Yield Bond House of the Year at the IFR 2024 Awards
02/12/2025
Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.
02/12/2025
deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.
02/12/2025
In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.
02/11/2025
Despite sluggish growth, the Euro Area remains resilient.
02/11/2025
35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments
02/11/2025
SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.
02/11/2025
Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.
02/11/2025
The comments came as UBS’s headcount in the Americas
02/11/2025
Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.
02/11/2025
This report scores the world's leading wealth management companies against the 10 themes that are impacting their industry the most.
02/11/2025
The fundraising environment is improving and there will essentially be a backlog of funds that were not launched in 2023 or 2024.