08/08/2025
Banque Havilland Monaco rebrands as Moncrief Private Bank after acquisition
The deal, approved by regulators in Monaco and France, brings new leadership but promises no disruption to client services.
Wealth and Asset Management
08/08/2025
Julius Baer: Sustainable Finance, Net Zero & Clean Energy
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
Evelyn Partners' Index MPS Range Celebrates Three-Year Anniversary with Strong Performance
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
Family office deal-making slides with some bright spots in Europe
Rattled by tariff uncertainty, some family offices have been investing more overseas, especially in European startups.
08/07/2025
Generali Group Consolidated Results as at 30 June 2025
We will build on this momentum, pursuing excellence in being a Lifetime Partner to our customers
08/07/2025
GAM Holding AG announces first half 2025 results
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
Objectway accelerates its growth path through an investment from Cinven in partnership with its founder Luigi Marciano and the existing management team
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
How targeted support could be a new dawn for pension and wealth management
Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance
08/07/2025
Progeny Group announces its results for the financial year ended 31 December 202
The Group satisfies both its Board and regulatory capital and liquidity requirements.
08/06/2025
FNZ Group losses rise to $688m as new PE management changes tack
The platform tech giant put the losses down to the increasing costs of IT change projects and migrations.
08/06/2025
Swiss equities in focus
They discuss how Q1 saw large inflows into the market
08/06/2025
Quilter reports adjusted profit of £100 million and H1 2025 core net inflows of £4.5 billion representing 8% of opening AuMA (annualised)
Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.
08/06/2025
Bellevue strengthens sales team in Germany
She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.
08/06/2025
UK inheritance tax reforms: why family governance is key to business succession
The Budget included the announcement that 100% BPR and APR will be capped to the first GBP 1 million of combined agricultural and business assets for every person or pre-existing trust from 6 April 2026.
08/06/2025
Commerzbank with record figures in the first half of the year
Targets for 2025 raised
08/06/2025
ABN AMRO posts net profit of EUR 606 million in Q2 2025
Solid financial performance: Net profit EUR 606 million and return on equity 9.4%
08/05/2025
Global equity markets may face challenges over the summer months
Beyond near-term ideas in equity income, quality stocks, and structured strategies, we explore the potential long-term merits of a systematic strategy for phasing into markets.
08/05/2025
Ex-Credit Suisse private bank exec launches Vaud advisory firm
Marc-Antoine Loude has launched Evolvys, following a stint as head of executives and entrepreneurs within French-speaking Switzerland at Credit Suisse.
08/05/2025
Deutsche Bank chief approved controversial trade he was later asked to probe
Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.
08/05/2025
Sellers’ market ramps up bids for UK wealth management firms
An appetite for UK wealth manager acquisitions has fuelled massive price inflation, but finding the correct cultural fit between teams remains a key component of successful mergers