04/10/2025
Banque Heritage confirms its growth strategy with solid results
The Group increased its assets under management by 19%, further consolidating its positive trajectory.
04/10/2025
The Group increased its assets under management by 19%, further consolidating its positive trajectory.
04/10/2025
As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.
04/10/2025
Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list
04/09/2025
This is completely natural given the uncertainty of what is happening and what could come next.
04/09/2025
While it’s unclear exactly what prompted the move, changes in the non-dom structure could have played a role
04/09/2025
This, according to the 4th edition of the annual report published by international wealth and investment migration specialists Henley & Partners in collaboration with global data intelligence firm New World Wealth.
04/09/2025
Impax's AUM fell by about a quarter to £25.3bn in the quarter ending March
04/09/2025
As markets continue to plummet, three wealth managers from the Top 100 share how they're hedging client portfolios.
04/09/2025
The inclusion of Schroders into the Jupiter UK Dynamic Equity Fund is just one in a series of changes Alex Savvides has made since taking over in October.
04/09/2025
While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.
04/09/2025
All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.
04/09/2025
The alternative asset manager’s range of evergreen funds is to be made available to Bergos’ clients.
04/08/2025
The acquisition of Yodelar, which combines fund and portfolio research with an advice arm, will bring MKC's AUM to £2.5bn.
04/08/2025
On 31 March 2025, the Company’s AUM totalled £25.3 billion, representing a decrease of 25.7% over the three-month period.
04/08/2025
The fund is now oversubscribed with a queue of clients waiting to access it, leading Hg to implement quarterly subscription caps to maintain its return target.
04/08/2025
Aberdeen and private equity firm HG Capital are among those looking at the adviser back-office provider.
04/07/2025
The co-CEO of EQ Investors has weathered Trump and the ESG backlash.
04/07/2025
With these changes, effective immediately, Julius Baer will enhance the delivery of a simplified and more efficient, client-centric organisation, while adhering to the highest risk standards.
04/07/2025
Bergos Crossroad will also be available to customers who do not use Bergos for private banking.
04/04/2025
Tapping on its expertise in sustainable and green finance, the Bank aims to fund S$17 billion (£10 billion) by 2030.