02/05/2025
UBS GWM targets $200bn in yearly net new assets
Bank says Credit Suisse integration remains on track to complete by the end of 2026.
Wealth and Asset Management
02/05/2025
Is J. Safra Sarasin Taking over Saxo Bank?
Other interested parties had withdrawn from the bidding process after no agreement could be reached.
02/05/2025
Fidelity continues to expand in Switzerland
The appointment follows the recent appointment of Pascal Schuler as Head of Sales Switzerland.
02/05/2025
Lombard Odier closes hedge fund underweight to improve diversification
The private banking group highlights non-directional hedge fund strategies in its latest outlook.
02/05/2025
Goldman Sachs Asset Management launches duo of EMEA active ETFs
Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs
02/05/2025
336 Financial Management joins Fairstone ‘downstream’ buy-out programme
The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months
02/05/2025
Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub
New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system
02/04/2025
UBP’s Private Markets Outlook 2025
Asset-based financing is gaining prominence as a key diversification tool
02/04/2025
UBS's fourth-quarter and full-year 2024 results
UBS Group finished the year with 14.3% CET1 capital ratio
02/04/2025
Abrdn reconsidering ‘AdviserOS’ platform rebrand
The provider is reviewing its decision to use the name for its platform upgrade plans, though migrating advisers is still on the agenda.
02/04/2025
BNP Paribas Group: Results as at 31 December 2024
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the fourth quarter 2024 and endorsed the 2024 financial statements.
02/04/2025
Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign
The ‘Now’s your time for wealth’ global wealth campaign launched this month.
02/04/2025
What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.
02/03/2025
Norway wealth fund posts record $222 billion profit but warns tech boom won't last
It was the second straight year of record profits, beating the 2.2 trillion Norwegian crowns earned in 2023.
02/03/2025
Private markets solution, Yooro, launches in Europe
The securitization solution aims to streamline the private assets investment process.
02/03/2025
Brooks Macdonald completes acquisition of LIFT-Financial Group
As at December 31 2024 this acquisition brings an additional c.£1.6bn assets under advice (AUA) and around 1,350 clients.
02/03/2025
Presentation of the 2024 full-year results for the Julius Baer Group
Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities
01/31/2025
St James’s Place sees £4.3bn of net inflows amid ‘successful year’
Gross inflows stood at £18.4bn, compared with £15.4bn in 2023
01/31/2025
JTC’s Global Expertise Recognised at Citywealth IFC Awards
In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.
01/31/2025
MilleniumAssociates Enhances Its Global Advisory Board, Naming Neil Fatharly as Its Latest Member Amid Further Expansion Moves
The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.