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Wealth and Asset Management

08/28/2025

Saxo Bank results: Steady growth in net profits and record client numbers

In the first half of 2025, the Saxo Bank Group delivered good, stable growth, with net profits reaching EUR 73 million and a total income of EUR 335 million.

08/28/2025

Asset Management: French Boutique Sets Sights on Zurich Growth

The company has long maintained relationships in Switzerland, especially in the French-speaking part.

08/28/2025

Leonteq expands market presence with leverage products on BX Swiss

As part of its continued growth strategy, Leonteq has since extended its role to become the exclusive market maker for all Exchange Traded Products listed on BX Swiss.

08/28/2025

Wealth firm that launched in Covid shuts down

O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.

08/28/2025

iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds

iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.

08/28/2025

Joint wins wealth manager Quilter

Now it’s been appointed as lead creative agency for wealth management company Quilter.

08/27/2025

Marlborough to take over management of £125m Whitechurch assets

Following Ascot Lloyd’s acquisition of Whitechurch Securities last year

08/27/2025

Belgian asset manager shakes up the Swiss market

Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.

08/27/2025

Wealth manager launches division for creators and sports people

The Athletes & Creators division addresses the financial challenges faced by these professionals.

08/27/2025

UK seeing far greater exodus of wealth than it is attracting under the FIG regime

For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.

08/27/2025

CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%

This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.

08/26/2025

Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management

Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.

08/26/2025

Investors ditch wealth managers over fees despite strong returns

The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.

08/26/2025

Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings

The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.

08/26/2025

Governance is the glue that keeps family offices and families together

Mr De Vita explains that the most effective family offices today are no longer just investment vehicles, but powerful tools for preserving family unity and legacy across generations.

08/22/2025

UBS slashes euro zone corporate earnings outlook for 2025

UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.

08/22/2025

UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey

“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.

08/22/2025

UBS Announced as Official Partner for Supertri League Jersey

The partnership reflects a shared commitment to performance, purpose and positive impact, both on and off the course.

08/21/2025

Carlyle buys wealth giant Intelliflo

Private equity powerhouse targets the tech provider for its latest purchase

08/21/2025

Rothschild & Co Hit by Volatile Markets

In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.

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  • Popular
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Close Brothers also declines to challenge car finance redress

04-27-2026

Elliott Management Releases Presentation on Daikin Industries, Ltd.

04-27-2026

ECB signs agreements with European standard setters to facilitate digital euro payments

04-27-2026

Adyen agrees €750m deal for loyalty and incentives platform Talon.One

04-27-2026

Wealth specialists warn of risks to estate planning as IHT receipts reach record £8.5bn

04-27-2026

Legacy rules ‘undermine’ Consumer Duty goals, research finds

04-27-2026

Brookfield Leans Into UK Pensions To Build Fee Based Insurance Engine

04-27-2026

Pantheon’s infrastructure secondaries fund secures approval

04-27-2026

Crédit Agricole SA: LCL and Crédit Agricole Assurances finalise the acquisition of Milleis Group and strengthen their wealth management strategy

05-01-2026

Barclays supports investors with launch of new wealth offering, with more personalised services for Premier customers

05-01-2026

SEB’s results for the first quarter 2026

05-01-2026

ESMA launches a call for evidence on the structure of European equity markets

05-01-2026

ING announces new billion-euro share buyback plan after strong Q1 results

05-01-2026

Parliament agrees Pension Schemes Bill paving way for Royal Assent

05-01-2026

Powering one of the UK’s largest solar portfolios: Eversheds Sutherland advises on £825m financing

05-01-2026

Ad hoc announcement Item 16 KR: Michel Kade newer Admicasa CEO

05-01-2026

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