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7IM strengthens advice arm with CPN deal

It also manages two OEIC funds with approximately £400m of assets under management via CPN Investment Management LLP.

Walker Crips looks to grow business as PhillipCapital takeover completes

We are looking to expand headcount and to be in more geographies within the UK summary

Further recognition for Hawksford Private Client Services Head

With a formidable reputation both as a trustee and a director on complex trust structures, family offices and multinational companies, Darren’s career spans some 30 years – the last 20 of which have been spent in senior fiduciary services role

Van Lanschot Kempen launches second private equity fund focused on North America

Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.

J. Safra Sarasin Group completes the acquisition of majority stake in Saxo Bank

Daniel Belfer, CEO of Bank J. Safra Sarasin, will be appointed CEO of Saxo Bank.

BOV Asset Management funds deliver positive results in a volatile year

Global markets experienced significant ups and downs throughout the year. Nevertheless, both equity and bond markets finished 2025 in positive territory.

7IM launches Amicus Wealth Management following merger

The merger follows 7IM’s acquisition of Amicus Wealth in December 2023.

Financial regulators and security experts are warning the public about a sharp rise in sophisticated investment fraud schemes that increasingly target everyday consumers

Fraudsters are now exploiting trending asset classes such as stocks, securities, and particularly cryptocurrencies, which are attractive to victims due to their perceived profit potential.

Oaktree considers sale or London IPO of UK wealth manager Utmost

The potential transaction comes amid heightened deal activity across the UK wealth and insurance sector.

HSBC Launches Largest Wealth Center in Singapore

The center boasts 7,884 square feet of space with 14 meeting rooms and, including enclosed teller rooms and private client advisory rooms.

Rathbones sets course for next stage of growth

Statutory profit before tax rose 53.5% to £152.9 million, benefitting not only from these synergies but also from a sharp reduction in integration costs, while underlying profit before tax rose 4.6% to £238.1 million.

Partners Group to sell atNorth for an EV of USD 4 billion

The transaction values atNorth at an enterprise value ("EV") of USD 4 billion.

Praxis’ John Medina recognised in 2026 most influential list

Throughout his career, John has developed a reputation for combining technical depth with a measured and considered approach to complex cross-border matters.

Deutsche Bank's Epstein Files Throw Family Offices Into the Open

Among the trove of material released as part of the US government’s Jeffrey Epstein investigation is a stash of Deutsche Bank AG files that shed light on one of global finance’s most private corners.

Banque de Rothschild says it’s monitoring Epstein ‘situation’

CEO Ariane de Rothschild kept in contact with sex offender, but bank says it did not know about conviction

Emerging market debt: Where carry meets conviction

Two decades of transformation have reshaped emerging market debt.

Waystone and Allfunds Announce Strategic Partnership Combining ManCo Expertise with Global Distribution

The partnership comes as demand for independent ManCo services continues to grow amid rising regulatory complexity and increasingly global fund structures.

Geneva private bank reveals 13% rise in AUM

The operating profit of CBH declined from CHF 84.2m in 2024 to CHF 55.7m in 2025.

Bank Frick considers strategic partnerships

As part of its strategic development defined at the beginning of 2025, the management of Bank Frick is considering securing one or more long-term strategic partners or investors.

Earnings call transcript: Van Lanschot Kempen Q4 2025 shows strong growth

The company’s stock surged by 5.44% following the announcement, closing at 49.98, as investors reacted positively to the performance and outlook.

Wealth and Asset Management