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Wealth and Asset Management

06/28/2024

Passing on a family business in Switzerland: what options are open to entrepreneurs today?

This can be a very painful process, particularly in the case of intra-family transfers.

06/28/2024

Kermitted Asset Management: Natural end

The chairman of Kermitted Asset Management offers a last, last word on why ESG is a matter of perspective

06/28/2024

Luzerner Kantonalbank AG increases profit forecast for 2024

LUKB cites the bank's generally improved earnings situation - including in the investment and trading business - as well as active interest rate risk management in an environment of falling interest rates.

06/28/2024

HNW spending heralds a return to the Roaring 20s

Buoyed by financial optimism, HNWs are spending more on luxury, Julius Baer reports

06/28/2024

Schroder Investment Solutions celebrates third anniversary as AUM passes £6 billion

This award-winning proposition has attracted 238 new adviser firms since launch, bringing the total number of firms that have signed terms of business for SIS model portfolios to 349.

06/28/2024

Tavistock shares jump after it confirms talks with Saltus

Citywire reported yesterday that private equity-backed Saltus has made a bid for Tavistock’s national advice business.

06/28/2024

TEAM “well-placed for international growth on back of wealth exodus”

In March, TEAM raised £1.8 million in capital and is currently in advanced discussions with a strategic investor for additional funding and deeper collaboration.

06/27/2024

From zero to £37bn in 16 months: Inside SJP’s Polaris funds

St James’s Place’s multi-asset fund range is close to overtaking Vanguard LifeStrategy in size less than two years after its launch.

06/27/2024

EFG Private Bank launches Independent Asset Management platform for UK

Head of independent asset managers UK Ian Wright to oversee

06/27/2024

Wealth managers comment on challenges facing next UK government

The figures released by the Office of National Statistics were a huge disappointment, as for the first quarter of this year the fastest growth for two years was recorded ending the recession.

06/27/2024

UBS Creates New Wealth Unit in Khan, Karofsky Strategy Reboot

GWM Solutions to bring various wealth offerings together: memo

06/27/2024

Liontrust profit drops 23% after outflows worsen in 2023

Despite an uptick in the asset manager’s share price since the start of the year it has continued to bleed funds

06/27/2024

Sygnum Onboards 20+ banks to Enable Regulated Crypto Services For Third of Swiss Population

This enables their end-clients to buy, hold, trade, earn, and transfer cryptocurrencies in a fully regulated environment.

06/26/2024

Driving Personalized Financial Engagement in Wealth Management: St. James’s Place Approach

How St. James’s Place leverages Salesforce’s Financial Services Cloud and Ortec Finance’s OPAL

06/26/2024

Andrea Solana Wins Prestigious Women in Wealth Award at Private Banking & Wealth Management London Awards 2024

This recognition motivates us to continue advocating for inclusion and leadership opportunities for women.

06/26/2024

AstroBank wins private banking award

The announcement noted that this marks the second consecutive year the bank has received this accolade.

06/26/2024

Swiss private banks’ M&As hit historic low

Many private banks have focused on relationship manager hires.

06/26/2024

Why we need to talk more about the SNB balance sheet

The dust that the decision of the Swiss National Bank (SNB) kicked up last Thursday has settled.

06/26/2024

Financial advisers should prepare for ‘surge in new clients’

Overall, 19% of respondents said they do not have time to manage their investments or admit to doing a bad job and needing help.

06/25/2024

Tatton Asset Management announces audited final results for the year ending 31 March 2024

The Group exceeded its three-year ‘Roadmap to Growth’ strategy, which set an ambitious target of £15.0bn AUM/AUI3 by 31 March 2024

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Guernsey Finance celebrates quartet of prestigious industry awards

07-08-2025

Evelyn Partners becomes Official Wealth Management Partner of Manchester City Women

07-09-2025

Deutsche Bank consolidates wealth services for enhanced client focus

07-09-2025

Tokenization and fractionalization of financial assets: SIX and Pictet successfully complete pilot project

07-11-2025

German Finance Minister attacks Andrea Orcel

07-11-2025

First recipient of WSHA’s Irene Robertson Qualification Fund announced

07-11-2025

Nikko AM Group successfully completes management company transfer to Apex Group

07-11-2025

Fidelity's high-conviction push into active ETFs

07-11-2025

BIL Suisse promotes former CS and Julius Baer executive

07-15-2025

Schroders chief risk officer Drury exits

07-15-2025

Swiss real estate market: forever and ever upwards?

07-15-2025

Lazard UK CEO and Co-Head of European Financial Advisory Cyrus Kapadia named in Financial News’ list of Most Influential in European Finance 2025

07-15-2025

Fiera Sees EMEA as a Key Growth Region

07-15-2025

Beckett IM closes £870m fund management arm to cut costs

07-15-2025

Alti Re Limited and Alvarium Fund Managers (UK) Limited enter administration

07-15-2025

Lloyds Banking Group and Aberdeen Investments Partner with Archax for Digital Asset Collateralization

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