09/10/2025
Nordea ETF ICAV Becomes New ETF Issuer at SIX Swiss Exchange
NAM expands access to its investment and ESG expertise by launching the first two active ETFs from its BetaPlus Enhanced Sustainable Equity range.
Wealth and Asset Management
09/10/2025
Baloise achieves very strong half-year results and makes significant progress in implementing its refocusing strategy
We were able to further optimize our core business, improve the combined ratio, increase profitability, and generate an annualized return on equity of 15.5%.
09/10/2025
Prospera: SEB ranked number one by Nordic institutional investors
The overall ranking is based on results across 13 categories
09/10/2025
Atomos partners with Fincalc for new digital workflows
Atomos said the partnership supports its ambition to become a leading wealth management and financial planning firm
09/09/2025
UniCredit selects FNZ to transform its securities services offering
This agreement expands FNZ’s European footprint and underscores the strength of the business already trusted by more than 650 financial institutions worldwide.
09/09/2025
Strategic growth journey continues for AAB
This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.
09/09/2025
Indosuez expands Ticino location with banker team
Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.
09/09/2025
Private markets give banks an operational headache
Private markets are still geared to institutional investors making large subscriptions.
09/08/2025
Hargreaves Lansdown opens up access to private markets through pensions
The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.
09/08/2025
Meet Kingdom Group: the fast-growing UK-based services provider that covers everything from security to healthcare
The firm is still founder-owned and led. CEO Terry Barton shows no sign of slowing down – Kingdom now supports more than 5,000 customers and employs around 11,500 people.
09/08/2025
Investors more concerned about wealth transfer than returns
The research also showed investment returned mattered less for the company’s clients.
09/08/2025
iCapital Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds
Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience.
09/05/2025
Schroder Investment Solutions expands distribution reach of Model Portfolio Service
Each range includes between six and nine model portfolios, covering a broad spectrum of risk profiles, all with an annual management charge of only 15 basis points.
09/05/2025
Hawksford enhances European Fund and Corporate services offering via Luxembourg acquisitions
The acquisition of Equiom’s Luxembourg business follows Hawksford’s acquisition of Equiom’s Netherlands operation earlier this year.
09/05/2025
Lombard Odier Gives Swiss Private Banking a New Face
From the outside, the building on Route de Lausanne hardly suggests the headquarters of a private bank.
09/05/2025
Taxation of trusts is ‘complex’ says wealth management expert
Housing Secretary Angela Rayner has faced mounting pressure after it emerged she failed to pay enough stamp duty on a flat she bought in Hove this year.
09/05/2025
Oberon Investments eyes acquisition of UK Wealth Management division
The London-based investment management, wealth planning and corporate broking group said it has raised around £1.6 million through the issue of 39.5 million shares at 4.0 pence each.
09/04/2025
Lombard Odier’s UK CEO describes ambitions to “meaningfully grow”
Speaking to TheWealthNet after his first six months in post, Mr Goddard acknowledged his new role is “very different” to his previous one at UBS, where he was head of UK high net worth.
09/04/2025
Lombard Odier inaugurates landmark new headquarters in Geneva
As Geneva’s oldest private bank, with almost 230 years of history, the new headquarters represents a strategic step for the Group as it positions itself for future growth.
09/04/2025
Clifton Wealth adds £146m with pair of acquisitions
The acquisitions bring the Bristol-based consolidator to an AUM of £2.5bn.