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Wealth and Asset Management

02/06/2025

SJP and Dynamic Planner to provide client-risk profiling at scale

This collaboration supports SJP’s commitment to delivering quality one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.

02/06/2025

Amundi launches Europe ex-UK fund for UK investors

The fund has received initial support of over €900m.

02/06/2025

Santander wealth and insurance records double digit profit growth in 2024

The bank showed a profit of €12,574m (up 14%) in 2024, exceeding all targets for the year.

02/06/2025

PKB-owned bank is negotiating a merger

Cassa Lombarda is 99.5% owned by PKB Private Bank, which is headquartered in Lugano.

02/06/2025

HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham

The move to Finsbury Circus reflects the Bank’s confidence in the City of London.

02/05/2025

Amundi full-year results: Net inflows double while AUM reaches record highs

Amundi’s total AUM increased by 10% over the year, and by 2.2% over the last quarter

02/05/2025

People are only just realising what HSBC bank actually stands for

HSBC has been around for a long time - but some people might be surprised to learn that the name actually stands for something

02/05/2025

UBS GWM targets $200bn in yearly net new assets

Bank says Credit Suisse integration remains on track to complete by the end of 2026.

02/05/2025

Is J. Safra Sarasin Taking over Saxo Bank?

Other interested parties had withdrawn from the bidding process after no agreement could be reached.

02/05/2025

Fidelity continues to expand in Switzerland

The appointment follows the recent appointment of Pascal Schuler as Head of Sales Switzerland.

02/05/2025

Lombard Odier closes hedge fund underweight to improve diversification

The private banking group highlights non-directional hedge fund strategies in its latest outlook.

02/05/2025

Goldman Sachs Asset Management launches duo of EMEA active ETFs

Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs

02/05/2025

336 Financial Management joins Fairstone ‘downstream’ buy-out programme

The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months

02/05/2025

Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub

New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system

02/04/2025

UBP’s Private Markets Outlook 2025

Asset-based financing is gaining prominence as a key diversification tool

02/04/2025

UBS's fourth-quarter and full-year 2024 results

UBS Group finished the year with 14.3% CET1 capital ratio

02/04/2025

Abrdn reconsidering ‘AdviserOS’ platform rebrand

The provider is reviewing its decision to use the name for its platform upgrade plans, though migrating advisers is still on the agenda.

02/04/2025

BNP Paribas Group: Results as at 31 December 2024

The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the fourth quarter 2024 and endorsed the 2024 financial statements.

02/04/2025

Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign

The ‘Now’s your time for wealth’ global wealth campaign launched this month.

02/04/2025

What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…

While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.

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Amundi Asia Workshop: Accelerating growth in Asia, Amundi’s second home market

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07-01-2026

Schroders close to selling its financial planning arm for more than £200mn

07-01-2026

The specialist in the middle: Aberdeen’s Xavier Meyer on staying relevant in a consolidating world

07-01-2026

Artificial intelligence and tax disputes: top five risks for trustees using AI

07-01-2026

Many bank resignations – high demand for advice on retirement planning issues

07-01-2026

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Grant Thornton adds specialist talent to public sector team as local government reform expands demand

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Former Jupiter sales director joins Amati

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