04/14/2025
Julius Baer Guernsey wins big seven years in a row
This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.
04/14/2025
This is the seventh year in a row that Julius Baer Guernsey has won at the Euromoney Private Banking Awards.
04/14/2025
The deal, subject to regulatory approval, marks AAB Wealth’s first acquisition in the capital and reflects a strategic focus on expanding its presence in London and the South-east.
04/11/2025
In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.
04/11/2025
Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.
04/11/2025
The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.
04/11/2025
Chairman Colm Kelleher defended the bank’s pay structure in his remarks.
04/11/2025
Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.
04/10/2025
Hoxton Wealth’s Birmingham office opens with a team of five, and Bobby has ambitious growth plans for the region this year.
04/10/2025
While operating on the Bergos platform, Crossroad will function independently and is open to clients beyond the bank’s private banking relationships.
04/10/2025
Swiss players like Mirabaud and BCV improve their standing, while others lose ground.
04/10/2025
The Group increased its assets under management by 19%, further consolidating its positive trajectory.
04/10/2025
As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.
04/10/2025
Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list
04/09/2025
This is completely natural given the uncertainty of what is happening and what could come next.
04/09/2025
While it’s unclear exactly what prompted the move, changes in the non-dom structure could have played a role
04/09/2025
This, according to the 4th edition of the annual report published by international wealth and investment migration specialists Henley & Partners in collaboration with global data intelligence firm New World Wealth.
04/09/2025
Impax's AUM fell by about a quarter to £25.3bn in the quarter ending March
04/09/2025
As markets continue to plummet, three wealth managers from the Top 100 share how they're hedging client portfolios.
04/09/2025
The inclusion of Schroders into the Jupiter UK Dynamic Equity Fund is just one in a series of changes Alex Savvides has made since taking over in October.
04/09/2025
While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.