06/12/2025
The firms presenting that day brought forward practical, creative solutions to real problems, and the discussions reflected a collective ambition to move the industry forward.
06/12/2025
The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.
06/12/2025
The firm has three Financial Planners as well as a managing partner, and four back-office staff.
06/11/2025
Customer satisfaction levels are at an all-time high thanks to the close support offered and confidence instilled by the bankers
06/11/2025
Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team
06/11/2025
The annual list highlights exceptional individuals with fewer than 15 years’ experience
06/11/2025
Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.
06/11/2025
Recruitment for new division to lead expansion of planning business to sports and music stars.
06/11/2025
They have 20 years between them and have successfully demonstrated their superior level technical and people skills and have enjoyed rapid career progression at VG.
06/11/2025
The EIB is also triggering the new facility through an inaugural agreement with Deutsche Bank, providing long-term liquidity earmarked for security and defence investment projects.
06/11/2025
Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.
06/11/2025
It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.
06/10/2025
In addition to the new customer categories, Nordnet's Private Banking service has received a new design, updated prices for stock trading, and a progress bar showing the customer's position between the different categories.
06/10/2025
This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.
06/10/2025
The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector
06/10/2025
This helps families seeking either liquidity exits or faster-turnaround entry points, says Anne McCosker, head of lending at Citi Wealth.
06/10/2025
These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.
06/10/2025
AUM also increased by 24%
06/10/2025
The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.
06/09/2025
The new office is Brooks' 16th regional base and comes a few months after it hired a three-strong team from its rival.