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Wealth and Asset Management

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.

08/21/2025

Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking

Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.

08/21/2025

Lombard Odier reports half-year 2025 results

First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.

08/21/2025

Why it is not just high net worth individuals departing the UK

These people are also going away and these are actual UK taxpayers.

08/20/2025

17 JTC Employees Make the Citywealth Leaders and International Powerwomen Top 100 Lists

The Citywealth Leaders List is a directory of the leading individuals in the international private client and wealth management sector.

08/19/2025

The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great

The biggest intergenerational wealth transfer in history is about to happen.

08/19/2025

LGT reports strong rise in profit in the first half of 2025

Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.

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Financial advisory firm grows with acquisition

09-02-2026

Citibank’s London unit fined £4.7m for breaching Russia sanctions

09-03-2026

J. Safra Sarasin loses investment chief to Basel-based asset manager

09-02-2026

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

09-04-2026

Former HSBC Trio Launches Zurich Wealth Management Boutique

09-02-2026

The Federal Council elects Christoph Ammann as the new President of the Governing Board of the Swiss National Bank

09-03-2026

Wealth management shake-up continues as more senior figures exit Davy and Unio

09-03-2026

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

Confidence in digital ​​skills makes young adults vulnerable to online fraud that uses AI

09-04-2026

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

09-04-2026

KPMG Switzerland appoints new heads for Financial Services and Advisory

09-04-2026

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

VeriPark selected by Queensland Country Bank to support major technology transformation

09-04-2026

Standard Life awards £3bn emerging markets mandate to Ninety One

09-04-2026

Analysis-Germany warming to UniCredit on Commerzbank seen bolstering way for European bank deals

09-04-2026

Can synthetic securitisation support economic growth?

09-04-2026

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