06/11/2025
Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.
06/11/2025
It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.
06/10/2025
In addition to the new customer categories, Nordnet's Private Banking service has received a new design, updated prices for stock trading, and a progress bar showing the customer's position between the different categories.
06/10/2025
This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.
06/10/2025
The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector
06/10/2025
This helps families seeking either liquidity exits or faster-turnaround entry points, says Anne McCosker, head of lending at Citi Wealth.
06/10/2025
These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.
06/10/2025
AUM also increased by 24%
06/10/2025
The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.
06/09/2025
The new office is Brooks' 16th regional base and comes a few months after it hired a three-strong team from its rival.
06/09/2025
UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and purpose.
06/09/2025
UBS has been given a timeframe of six to eight years to comply after the legislation is enacted.
06/09/2025
Revealed: The Newcastle-based advice firm dropped 7IM from five funds due to underperformance.
06/06/2025
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06/06/2025
The cash consideration of £22.50 per TISE ordinary share values TISE at approximately £70.4 million ($91.5 million¹).
06/06/2025
This set up has now been strengthened with the addition of three new business line divisions
06/06/2025
This is a small detail on the city map – both addresses are less than a five-minute walk apart.
06/06/2025
Catch up on the top news in wealth management this week
06/06/2025
The private bank is looking to grow its Yorkshire proposition.
06/05/2025
This has triggered what some insiders describe as a “significant and unfair” dilution of their holdings.