08/29/2025
AUM and asset flows update for the six months ended 30 June 2025
Evelyn Partners generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of £64.6 billion
Wealth and Asset Management
08/28/2025
Saxo Bank results: Steady growth in net profits and record client numbers
In the first half of 2025, the Saxo Bank Group delivered good, stable growth, with net profits reaching EUR 73 million and a total income of EUR 335 million.
08/28/2025
Asset Management: French Boutique Sets Sights on Zurich Growth
The company has long maintained relationships in Switzerland, especially in the French-speaking part.
08/28/2025
Leonteq expands market presence with leverage products on BX Swiss
As part of its continued growth strategy, Leonteq has since extended its role to become the exclusive market maker for all Exchange Traded Products listed on BX Swiss.
08/28/2025
Wealth firm that launched in Covid shuts down
O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.
08/28/2025
iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds
iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.
08/28/2025
Joint wins wealth manager Quilter
Now it’s been appointed as lead creative agency for wealth management company Quilter.
08/27/2025
Marlborough to take over management of £125m Whitechurch assets
Following Ascot Lloyd’s acquisition of Whitechurch Securities last year
08/27/2025
Belgian asset manager shakes up the Swiss market
Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.
08/27/2025
Wealth manager launches division for creators and sports people
The Athletes & Creators division addresses the financial challenges faced by these professionals.
08/27/2025
UK seeing far greater exodus of wealth than it is attracting under the FIG regime
For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.
08/27/2025
CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%
This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.
08/26/2025
Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management
Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.
08/26/2025
Investors ditch wealth managers over fees despite strong returns
The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.
08/26/2025
Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings
The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.
08/26/2025
Governance is the glue that keeps family offices and families together
Mr De Vita explains that the most effective family offices today are no longer just investment vehicles, but powerful tools for preserving family unity and legacy across generations.
08/22/2025
UBS slashes euro zone corporate earnings outlook for 2025
UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.
08/22/2025
UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey
“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.
08/22/2025
UBS Announced as Official Partner for Supertri League Jersey
The partnership reflects a shared commitment to performance, purpose and positive impact, both on and off the course.
08/21/2025
Carlyle buys wealth giant Intelliflo
Private equity powerhouse targets the tech provider for its latest purchase