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Alternatives group acquires stake in global wealth manager

Middle Eastern investment manager Lunate has acquired a stake in Azura Partners, which will redomicile to Abu Dhabi.

CaixaBank earns €1.47 billion in the first quarter, up 6.9% in comparable terms

The company has begun to roll out its new strategic plan, focused on ramping up growth and transforming and investing in the business.

FCA: ‘not the right time to extend SDR to wealth management’

It comes after the FCA announced in February it would further delay its decision on portfolio management.

Cracks emerge in wealth managers’ investment case

It remains to be seen whether trading fees and cash interest can overcome regulatory scrutiny and a price war

UBS, Barclays and SocGen reap trading windfall from market turmoil

Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy

Aberdeen: Investors pull net £6.4bn in Q1

A £6bn quant strategy funding win in April offset the outflows elsewhere

Canaccord Genuity Wealth Management rebrands as Canaccord Wealth

The rebrand includes a refreshed logo, a new colour palette and a proprietary modern typeface — all designed to reflect the firm’s evolving identity.

Wealth management firm launches sports division fronted by ex-pro rugby playe

Jason, who played professionally for seven years, including stints with the Southern Kings in South Africa and Edinburgh Rugby, brings a unique perspective to the role.

Deutsche Bank reports 39% year-on-year rise in first-quarter profit before tax to € 2.8 billion

Profit before tax of € 2.8 billion, up 39% over first quarter of 2024

Vontobel drops ‘sustainable’ from name of $2.7bn EM equity fund

The fund house cites continued support of environmental and social aims despite an ESMA-driven change to strategy branding.

HSBC Holdings plc 1Q 2025 Earnings Release

Excluding notable items, annualised RoTE in 1Q25 was 18.4%, a rise of 2 percentage points compared with 1Q24.

Cross-border wealth: EFG International rewrites playbook for wealth transfer

In today’s increasingly interconnected world, wealth doesn’t recognise borders. But legal systems do. For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward.

Wealth managers cut UK exposure despite cheap valuations

This is the view of James Burns, who runs £3bn of assets within the model portfolio service at Evelyn Partners.

Lombard Odier launches domestic advisory services in Brazil

In Brazil, it operates under a local securities advisory license with a small team of 12 professionals.

Italy’s Mediobanca launches €6.3bn offer for Banca Generali

Lender proposes funding deal by selling its shares in country’s biggest insurer

Bil: the trail of a refocus on private banking

Although the facts may eventually disprove it, the hypothesis of a forthcoming change of hands is circulating insistently about the doyenne of the national banking sector.

Belfast Wealth Management Firm Tops St. James’s Place Global Rankings

Its client base has also seen remarkable growth increasing from 866 to 1,175 over the past year due to a combination of acquisitions and organic business expansion.

Property billionaires and top Goldman banker add to UK wealth exits

Due to unease over new tax regime.

Six family offices to watch in the Baltics

The region has long punched above its weight when building standout European startups

Private banking in Switzerland: trusted partners in times of uncertainty

The reversal of these tariffs has only added to the uncertainty, with nations and businesses scrambling to adapt.

Wealth and Asset Management