09/15/2025
Julius Baer warns of ‘deeper risks’ behind private equity’s dividend recaps
The private banking group’s head of private markets strategy says dividend recapitalisations can weaken companies at critical moments.
Wealth and Asset Management
09/15/2025
National ‘future leader’ recognition for Crestbridge Family Office Services
Through her inclusion in the national list, she is noted as combining a strong academic record and class topping exam results with a firm commitment to continuous self-improvement and professional development.
09/15/2025
PFS Autumn Roadshow explores AI in wealth management
At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.
09/15/2025
Building the future of Swiss finance – Lombard Odier’s new headquarters is Herzog & de Meuron’s latest architectural masterpiece
The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing
09/15/2025
Indosuez Wealth Management Expands European Private Markets Funds for Asian Clients
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.
09/15/2025
Cazenove manager launches own firm nine months after Whitley deal
Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.
09/12/2025
Lazard CEO and Chairman Peter Orszag’s Growth Strategy and Middle East Expansion Featured in Bloomberg News
The Abu Dhabi office will complement Lazard’s established presence in Riyadh, enhancing localized coverage as regional entities pursue economic diversification and deploy billions in global investments.
09/12/2025
Helvetia and Baloise have received further approvals for their planned merger and have set a date for closing the transaction
In April, Helvetia and Baloise announced their agreement to merge as equals.
09/12/2025
HSBC UK Private Bank grows regional presence with Wealth Centre launch
It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.
09/12/2025
UBS Joins Forces with Supertri, BSK and JET to Drive Community Impact in Jersey
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
09/12/2025
Multiple Shortlistings for JTC at the 2025/26 Citywealth IFC Awards
The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.
09/12/2025
LGT WM takes profit hit in year of heavy spend
Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher.
09/11/2025
SJP on the hunt for director to lead HNW push
Job ad looks for expert to shape proposition for clients with between £2m and £10m to invest.
09/11/2025
Wealth Dynamix technology selected by Groupe Premium to consolidate and accelerate its wealth management business
This collaboration marks a key milestone for Wealth Dynamix, which is introducing its cutting-edge expertise in Client Lifecycle Management (CLM) to the French wealth management market.
09/11/2025
Quilter welcomes new cohort of interns through Early Careers programme
The programme offers interns a rich blend of experiences, including workshops, upskilling sessions, ‘lunch and learns’ with different business areas, and a group project designed to bring fresh insights to the organisation.
09/11/2025
Family Offices Accelerate Their Professionalization and Diversification Amid Geopolitical and Regulatory Uncertainty
Family offices intensify their diversification and professionalization in response to geopolitical instability and regulatory changes
09/10/2025
Praxis deepens yacht services offering with new strategic partnerships
The partnerships with Travel Cue and MIMO Connect, represent a natural evolution of Praxis’ holistic approach to yacht and crew management.
09/10/2025
Utmost Group plc announces its HY 2025 Results to 30 June 2025
Utmost Group delivers strategic and financial progress, with strong momentum in both businesses
09/10/2025
Nordea ETF ICAV Becomes New ETF Issuer at SIX Swiss Exchange
NAM expands access to its investment and ESG expertise by launching the first two active ETFs from its BetaPlus Enhanced Sustainable Equity range.
09/10/2025
Baloise achieves very strong half-year results and makes significant progress in implementing its refocusing strategy
We were able to further optimize our core business, improve the combined ratio, increase profitability, and generate an annualized return on equity of 15.5%.