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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.

Systematic multi-strategy as a portfolio diversifier

First, there are traditional multi-strategy funds, which use a combination of discretionary trades and quantitative signals.

Edmond de Rothschild says it will 'monitor the situation' after release of Epstein files

Ariane de Rothschild this week wrote to clients of the bank and employees to reassure them about the strength of the group, a spokesperson told Reuters.

EFG publishes agenda for its Annual General Meeting 2026

This represents an increase of 8% compared to the dividend for the 2024 financial year and reflects five consecutive years of dividend increases.

HSBC Holdings plc Annual Results 2025

Our targets and expectations reflect our current outlook for the global macroeconomic environment

St. James's Place Full Year Results 2025

Acceleration of future approach: for financial year 2026 and beyond, the Board intends to set total annual shareholder returns at 70% of the Underlying cash result.

Giant drops talks to buy wealth group with Swiss footprint

Corient has been one of the RIA industry’s most active acquirers over the past few years.

Julius Baer introduces model portfolios for UK advisers

The offering consists of two types of portfolios: “active” and “passive+”.

Shortlisted for the 2026 Citywealth Brand and Marketing Awards

The Citywealth Brand and Marketing Awards celebrate excellence and outstanding achievement in brand development, strategic marketing and digital innovation across the financial services industry.

HSBC shares surge as wealth management boom offsets profit dip

The final profit figure surpassed analyst expectations of $28.9bn, providing a significant lift to the FTSE 100.

SJP renames £13bn Global Equity fund to reflect lower carbon focus and appoints Acadian

SJP will appoint Acadian Asset Management as the new investment adviser to the fund, replacing the current adviser line-up.

Standard Chartered: Full Year 2025 Results

2025 was another year of strong momentum.

Wealth and Asset Management