03/28/2025
This transaction establishes Vontobel’s presence in the CHF senior bond market, adding diversification, stability, and flexibility to the company’s funding structure while reaching a broader investment base.
03/28/2025
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
03/28/2025
‘Britain’s wealth manager’ is looking for up to £600m for the business
03/27/2025
It will move a team of 14 bankers
03/27/2025
Strategic progress and growth in net assets per share
03/27/2025
This reflects increases in both private banking assets under management and institutional assets under custody.
03/27/2025
The wealth management business delivered another strong year in 2024, with £8.0 billion gross inflows, AUM closing the year at a record high of £63.0 billion and Adjusted EBITDA rising to £174.3 million.
03/27/2025
The row began in 2023 when Farage claimed that Coutts, owned by NatWest, shut his account without explanation.
03/27/2025
The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.
03/27/2025
By joining the APP programme, Ares will harness Allfunds’ technology and extensive distribution network to offer its wealth solutions to a broader and more diversified global base of individual investors.
03/26/2025
The STEP Employer Partnership Programme is a widely respected benchmark for organisations that invest in their people and clients.
03/26/2025
WHEB was also advised by Spencer House Partners, a corporate advisory firm which specialises in advising companies operating in financial services, including asset management businesses.
03/26/2025
Strong progress in implementing turnaround strategy. GAM continues to target profitability in fiscal year 2026.
03/26/2025
The high-conviction strategy will target dividends and options as dual income sources.
03/26/2025
UBS’s people are not just setting up their own firms and going to Lombard Odier, they are also joining Julius Baer.
03/26/2025
The JV will absorb Credit Suisse’s Japanese advisor base and wealth management assets.
03/25/2025
The team brings extensive expertise in investment management, retirement planning, and tax-efficient wealth strategies, having worked in the financial services sector for a combined 60 years.
03/25/2025
The firm has now set itself the target of expanding its market share and becoming the preeminent wealth and investment manager for high net worth and ultra-high net worth clients, charities and institutions.
03/25/2025
Increased client demand for broader services and access to more sophisticated investments raise the stakes even further.
03/25/2025
The combined ratio fell by 6.7 percentage points thanks to an improved claims environment.