01/31/2025
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.
01/31/2025
To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.
01/31/2025
Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.
01/31/2025
The investment round also attracted notable sports figures, including England cricket captains Ben Stokes and Jos Buttler, as well as Olympic and world champions Dame Jess Ennis-Hill & Dame Sarah Storey, among others.
01/31/2025
Nearly half of wealth advisors plan to increase exposure to private infrastructure this year, according to a recent survey by Hamilton Lane.
01/31/2025
UBP is headquartered in Geneva and specialises in wealth management for private and institutional clients.
01/31/2025
Revenues grew by 4% year on year to € 30.1 billion, in line with guidance.
01/30/2025
London-based platform Prosper raises £4m in Fuel Ventures-led round and will launch private market investment offering
01/30/2025
The wealth manager later said it needed to set aside £426m in case it had to refund clients for an ongoing service that has not been evidenced.
01/30/2025
The bump came from £1.5bn of inflows in the last quarter of the year, which was 70 per cent ahead of consensus and St James’s Place’s strongest quarter in almost two years.
01/30/2025
The bank selected Microsoft Azure after determining that packaged solutions wouldn't meet its requirements for data security and customisation.
01/29/2025
The round was led by Fuel Ventures, who invested £2m, with participation from a number of existing shareholders.
01/29/2025
The P1 Wealth Pilot was created to tackle the massive problem of siloed data sitting across multiple adviser systems.
01/29/2025
Victoria Hagmann, head of UK wealth management at the Swiss bank, says there are plenty of growth signals despite the gloom around last year’s Budget.
01/29/2025
This deal represents the first at-scale liquidity solution for a feeder vehicle invested by wealth solutions clients, which preserves the feeder’s structure while maintaining compliance with its fiduciary responsibilities.
01/28/2025
Deal will add almost £800m to the group’s AUM
01/28/2025
The shares will be purchased in the open market and cancelled to reduce the Company's share capital.
01/28/2025
Stuart Dowding, Group Head of Private Client, was named one of the 2025 eprivateclient 50 Most Influential.
01/27/2025
The Citywire Top 100 firm pulled back from the fund after its long-time manager left last summer during MPS rebalancing.
01/27/2025
Union Bancaire Privée increases its group profit to CHF 257.4 million in 2024