01/31/2025
Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.
01/31/2025
The investment round also attracted notable sports figures, including England cricket captains Ben Stokes and Jos Buttler, as well as Olympic and world champions Dame Jess Ennis-Hill & Dame Sarah Storey, among others.
01/31/2025
Nearly half of wealth advisors plan to increase exposure to private infrastructure this year, according to a recent survey by Hamilton Lane.
01/31/2025
UBP is headquartered in Geneva and specialises in wealth management for private and institutional clients.
01/31/2025
Revenues grew by 4% year on year to € 30.1 billion, in line with guidance.
01/30/2025
London-based platform Prosper raises £4m in Fuel Ventures-led round and will launch private market investment offering
01/30/2025
The wealth manager later said it needed to set aside £426m in case it had to refund clients for an ongoing service that has not been evidenced.
01/30/2025
The bump came from £1.5bn of inflows in the last quarter of the year, which was 70 per cent ahead of consensus and St James’s Place’s strongest quarter in almost two years.
01/30/2025
The bank selected Microsoft Azure after determining that packaged solutions wouldn't meet its requirements for data security and customisation.
01/29/2025
The round was led by Fuel Ventures, who invested £2m, with participation from a number of existing shareholders.
01/29/2025
The P1 Wealth Pilot was created to tackle the massive problem of siloed data sitting across multiple adviser systems.
01/29/2025
Victoria Hagmann, head of UK wealth management at the Swiss bank, says there are plenty of growth signals despite the gloom around last year’s Budget.
01/29/2025
This deal represents the first at-scale liquidity solution for a feeder vehicle invested by wealth solutions clients, which preserves the feeder’s structure while maintaining compliance with its fiduciary responsibilities.
01/28/2025
Deal will add almost £800m to the group’s AUM
01/28/2025
The shares will be purchased in the open market and cancelled to reduce the Company's share capital.
01/28/2025
Stuart Dowding, Group Head of Private Client, was named one of the 2025 eprivateclient 50 Most Influential.
01/27/2025
The Citywire Top 100 firm pulled back from the fund after its long-time manager left last summer during MPS rebalancing.
01/27/2025
Union Bancaire Privée increases its group profit to CHF 257.4 million in 2024
01/27/2025
A key legal decision in New York this February could determine the next steps in the escalating conflict.
01/27/2025
These encompass the ‘Sustainability Focus’, ‘Sustainability Impact’, ‘Sustainability Improvers’ and ‘Sustainability Mixed Goals' labels.