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Utmost delivers record-breaking flows, demonstrating strength of global proposition

The UK saw particularly strong year-on-year growth as clients sought stability amid ongoing tax changes.

EdRAM achieves fifth year of positive inflows

The firm reported its new AUM at €107bn, with €5.4bn down to new client money.

Arbuthnot reports FY2025 profits at top of £22m–£24m range

The Group made good progress in the fourth quarter of 2025.

Pictet Asset Services partners with Pareto Asset Management on custody and funds services mandate

This mandate further expands our footprint in the region and strengthens our positioning in the segment of UCITS funds promoted by Nordic asset managers.

Lombard Odier reports full-year results for 2025

Operating expenses remained stable

Adepa rolls out its risk management in Spain

The group led by Carlos Alberto Morales combines a specialised team with a technology infrastructure developed in Luxembourg over the past decade

Fairstone Nova MPS passes £1bn in first year

Fairstone chief executive Steven Cooper CBE said passing £1bn so quickly underlined the appeal of the proposition.

DB Plans 50 Hires, Scales Private Banking in Emerging Markets

Deutsche Bank AG DB is set to expand its emerging markets private banking operations, according to a Reuters report, which was published in Yahoo Finance. The German bank intends to add up to 50 relationship managers this year within its Private Bank

EFG International Achieves Record Profit and Dividend on Strong Asset Growth in 2025

We are complementing our organic growth with a new series of acquisitions announced over the past 12 months.

Pictet and Tretor enter strategic partnership for the long-term development of the Swiss accounting services industry

The group will actively add further partners who share the values of highest quality, sustainable development, and strong local client relationships

Migros Bank 2025: Strong result in a challenging environment

Migros Bank relies on a stable refinancing structure to support the growth of its customer loans.

EFG to partner with Capital Group to enhance investment solutions offering and opportunities

EFG’s clients will gain access to a wide range of Capital Group’s leading investment solutions tailored to their goals and risk profile.

Nuveen to acquire Schroders for $9.9 billion in cash

The Combined Group will operate with significant scale and capabilities in the world’s largest financial centers with a presence in more than 40 markets in total.

Head of Private Clients at Investec Bank recognised at Citywealth IFC Awards

The award recognises the quality and consistency of service delivered to private clients across the islands, underpinned by a highly personalised, relationship-led approach.

Indosuez Wealth Management finalizes the integration of Thaler Bank

Indosuez Wealth Management, the wealth management subsidiary of the Crédit Agricole Group, announces that its Swiss entity has finalized the integration of Banque Thaler, marking a significant milestone in its development in Switzerland. Effective

Swiss wealth management major Banque Pictet opens SA office as African wealth surges

Swiss private bank targets rising millionaire class and cross-border investment flows

StepStone Group partners with Utmost, unlocking private market diversification and growth potential for British savers

StepStone leverages a global perspective on private markets and relationships with a range of experienced investment managers across different investment strategies.

PostFinance launches first Swiss asset management mandate with selected cryptocurrencies

Another new mandate, focusing on sustainability, supports the global net-zero climate target of 2050.

Mirabaud Group Ranks in Top 10 of Swiss Private Banking Brand Identity Index

The index found that only 16% of evaluated institutions qualified as "leaders" in brand identity management, with 53% still in early stages of development.

New records set at TISE

The total market value of listed securities also reached a record £797 billion at 31 December 2025, a 12.6% increase YoY.

Wealth and Asset Management