08/12/2025
The bank, to be domiciled in Jersey, plans to sign up 2,000 of the world’s wealthiest clients within five years, including more than 500 family offices, and reach a $10 billion balance sheet by 2030.
08/12/2025
The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.
08/12/2025
Gaetan Aversano joins the alternatives asset management giant in Zurich.
08/12/2025
Utmost Wealth Solutions records £5.3bn in gross inflows, grows AUA to £107.1bn and extends its market leading position in HY 2025
08/12/2025
The new advice consolidator has already completed its first acquisition – Absolute Financial Management, based in Kent
08/12/2025
The price was a 1.4% discount to the bank’s closing price of 31.91 Swiss francs on Monday.
08/11/2025
Regional expansion by group of US-based asset managers far outstrips local sector’s growth
08/11/2025
According to a separate memo, the British lender said that it will move staff into the new office from early 2027
08/11/2025
The company provides advice and services to the mass affluent and high-net-worth private client market in the UK, as well as to a number of companies.
08/11/2025
Citywire Wealth Manager headed to Newcastle and heard how an old issue of our magazine is providing inspiration for new Rathbones regional director James Kyle.
08/08/2025
The deal, approved by regulators in Monaco and France, brings new leadership but promises no disruption to client services.
08/08/2025
Beyond its role in managing hundreds of billions in assets, Julius Baer has also set an ambitious climate agenda, anchored in sustainability, energy transition and net zero goals.
08/08/2025
The five risk-rated portfolios, available to clients of financial advisers in addition to direct clients of the wealth manager, combine the benefits of active asset allocation with index-tracking funds to help cost-conscious investors navigate the markets
08/08/2025
Rattled by tariff uncertainty, some family offices have been investing more overseas, especially in European startups.
08/07/2025
We will build on this momentum, pursuing excellence in being a Lifetime Partner to our customers
08/07/2025
GAM reported an IFRS net loss after tax of CHF 40.7 million, which includes CHF 6.3m of reorganisation and other charges, and an underlying loss before tax of CHF 34.1 million.
08/07/2025
The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.
08/07/2025
Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance
08/07/2025
The Group satisfies both its Board and regulatory capital and liquidity requirements.
08/06/2025
The platform tech giant put the losses down to the increasing costs of IT change projects and migrations.