06/12/2025
Lombard Odier: Family Offices Slash Return Expectations
A report by Lombard Odier explores their investment outlook in an increasingly uncertain macro environment.
Wealth and Asset Management
06/12/2025
Nine Wealth Management achieves CISI Chartered Firm™ status
CISI Chartered Firm™ status is awarded when a financial services firm demonstrates commitment to the highest levels of professionalism.
06/12/2025
Opening Up Wealth: Reflections from the Lang Cat AdviceTech Forum
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
Asset Managers Seek Recipe for Further Growth
The assets under management (AuM) of Swiss asset managers grew significantly last year, primarily due to market developments.
06/12/2025
Welsh SJP partner firm gains Chartered Firm status
The firm has three Financial Planners as well as a managing partner, and four back-office staff.
06/11/2025
Banco Sabadell consolidates its private banking model and obtains turnover of more than 66 billion euros
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 enhances trading operations through strategic collaboration with BNY
Liontrust’s UK-based traders to join BNY’s Buy-Side Trading Solutions team
06/11/2025
Praxis Celebrates Future Leaders Named in 2025 EPC NextGen Leaders list
The annual list highlights exceptional individuals with fewer than 15 years’ experience
06/11/2025
LGT eyes Swiss onshore clients for next growth phase
Swiss markets head Bertrand Merkli talks expanding in Romandy, the power of prime locations and what appeals to family offices.
06/11/2025
First Wealth launches Sports and Entertainment arm to business
Recruitment for new division to lead expansion of planning business to sports and music stars.
06/11/2025
VG Celebrates Two Rising Stars in eprivateclient NextGen Leaders 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
EIB triples financing for banks to provide liquidity to SMEs in the supply chain of Europe’s defence industry, signs first deal with Deutsche Bank
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 Group Ltd. to redeem Perpetual Tier 1 Subordinated Bonds issued 25 June 2019 on first call date
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
Norges Bank and Banca Mediolanum to back Mediobanca's bid for Banca Generali
It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.
06/10/2025
Nordnet Launches Major Private Banking Initiative – Aims to Become a Leader in Sweden
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
Oakglen Wealth acquires Homebuyer Financial Services Limited
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
Marsh McLennan’s Mercer to acquire Fundhouse
The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector
06/10/2025
Family offices recalibrate private assets strategies
This helps families seeking either liquidity exits or faster-turnaround entry points, says Anne McCosker, head of lending at Citi Wealth.
06/10/2025
Brooks Macdonald launches Retirement Strategies to deliver clarity, choice, and confidence to advisers and clients
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
Tatton AM sees record £3.7bn inflows
AUM also increased by 24%