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
02/05/2025
New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system
02/04/2025
Asset-based financing is gaining prominence as a key diversification tool
02/04/2025
UBS Group finished the year with 14.3% CET1 capital ratio
02/04/2025
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
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
The ‘Now’s your time for wealth’ global wealth campaign launched this month.
02/04/2025
While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.
02/03/2025
It was the second straight year of record profits, beating the 2.2 trillion Norwegian crowns earned in 2023.
02/03/2025
The securitization solution aims to streamline the private assets investment process.
02/03/2025
As at December 31 2024 this acquisition brings an additional c.£1.6bn assets under advice (AUA) and around 1,350 clients.
02/03/2025
Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities
01/31/2025
Gross inflows stood at £18.4bn, compared with £15.4bn in 2023
01/31/2025
In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.
01/31/2025
The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.
01/31/2025
To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.
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.