05/08/2025
The new report delivers key insights into the demand drivers for impact investing and how this area of investment can provide value to both clients and wealth managers.
05/08/2025
Leonteq will resize its Executive Committee from 7 to 5 members with immediate effect.
05/08/2025
At the end of Q1 the Group successfully completed the sale of its professional services business as it strategically refocuses solely on wealth management.
05/08/2025
Around 93% of advisers questioned say that it is driving increased interest in bespoke investment services.
05/08/2025
The new unit, based in Madrid, has 5 professionals dedicated to international clients
05/07/2025
The Agenda Invest team have joined Vector Wealth Management.
05/07/2025
The BVI Fund will undergo an orderly and managed transition to Fermat.
05/07/2025
This new acquisition will help expand QCE’s presence in Ireland and continue to evolve its integrated investment management
05/07/2025
Co-managers Mike Clements and Pras Jeyanandhan join Tyndall IM
05/07/2025
BIL Manage Invest has built a strong reputation for its expertise and client-centric approach in the fund industry.
05/06/2025
And the study proves that digital investment is not limited to the younger demographics, with 68% of those over 50 globally holding digital investments.
05/06/2025
William Meadon has launched Steppingstone, which offers a range of professional services to UK private companies.
05/05/2025
That spirit extends to the ambitious transformation plan the new CEO has set for the Zurich-based wealth manager.
05/05/2025
Julius Baer Europe, headquartered in Luxembourg, now offers its wealth management capabilities to residents of the grand duchy.
05/05/2025
Santander Polska’s shares will trade ex-dividend on 12 May 2025.
05/02/2025
This momentum reflects a broader shift in investor behaviour, where diversification, stability, and return potential are central to portfolio strategies.
05/02/2025
Star manager Nick Train has bet big on the sector, while Norway’s sovereign wealth fund and Scottish group Baillie Gifford have stakes in wealth giant SJP
05/02/2025
Sceptical of shift some investors have made away from US assets
05/02/2025
This positive development was driven mainly by market performance, as the bank recorded net outflows of 823 million francs.
05/02/2025
The subsequent imposition of trade tariffs has increased global economic and geopolitical complexity, and we remain watchful of the external environment.