02/06/2025
St. James's Place Announces its 7th Annual Chartered Award Winners
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.
Wealth and Asset Management
02/06/2025
UBS Global Entrepreneur Report 2025
The results were supplemented by short in-depth interviews on topics such as artificial intelligence, private wealth management and hiring plans.
02/06/2025
SJP and Dynamic Planner to provide client-risk profiling at scale
This collaboration supports SJP’s commitment to delivering quality one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.
02/06/2025
Amundi launches Europe ex-UK fund for UK investors
The fund has received initial support of over €900m.
02/06/2025
Santander wealth and insurance records double digit profit growth in 2024
The bank showed a profit of €12,574m (up 14%) in 2024, exceeding all targets for the year.
02/06/2025
PKB-owned bank is negotiating a merger
Cassa Lombarda is 99.5% owned by PKB Private Bank, which is headquartered in Lugano.
02/06/2025
HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham
The move to Finsbury Circus reflects the Bank’s confidence in the City of London.
02/05/2025
Amundi full-year results: Net inflows double while AUM reaches record highs
Amundi’s total AUM increased by 10% over the year, and by 2.2% over the last quarter
02/05/2025
People are only just realising what HSBC bank actually stands for
HSBC has been around for a long time - but some people might be surprised to learn that the name actually stands for something
02/05/2025
UBS GWM targets $200bn in yearly net new assets
Bank says Credit Suisse integration remains on track to complete by the end of 2026.
02/05/2025
Is J. Safra Sarasin Taking over Saxo Bank?
Other interested parties had withdrawn from the bidding process after no agreement could be reached.
02/05/2025
Fidelity continues to expand in Switzerland
The appointment follows the recent appointment of Pascal Schuler as Head of Sales Switzerland.
02/05/2025
Lombard Odier closes hedge fund underweight to improve diversification
The private banking group highlights non-directional hedge fund strategies in its latest outlook.
02/05/2025
Goldman Sachs Asset Management launches duo of EMEA active ETFs
Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs
02/05/2025
336 Financial Management joins Fairstone ‘downstream’ buy-out programme
The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months
02/05/2025
Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub
New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system
02/04/2025
UBP’s Private Markets Outlook 2025
Asset-based financing is gaining prominence as a key diversification tool
02/04/2025
UBS's fourth-quarter and full-year 2024 results
UBS Group finished the year with 14.3% CET1 capital ratio
02/04/2025
Abrdn reconsidering ‘AdviserOS’ platform rebrand
The provider is reviewing its decision to use the name for its platform upgrade plans, though migrating advisers is still on the agenda.
02/04/2025
BNP Paribas Group: Results as at 31 December 2024
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the fourth quarter 2024 and endorsed the 2024 financial statements.