10/08/2025
Investors including the prominent entrepreneur Hugh Osmond have moved to block the £1m sale of WH Ireland’s wealth arm to Oberon Investments ahead of an EGM on Thursday, Sky News learns.
10/08/2025
The Swiss asset manager is folding its Human and Health funds into one strategy, reflecting the ‘connection between medical innovation and workforce sustainability.’
10/08/2025
Polaris Multi-Index will invest solely in index trackers
10/08/2025
Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership
10/08/2025
They have demonstrated the knowledge and proficiency to help manage the investment, business, passion and legacy needs of sophisticated, ultra-high net worth clients and their families.
10/08/2025
It is understood the Brewin Dolphin parent is the only firm to show real interest in acquiring Evelyn, with a bid battle yet to materialise.
10/08/2025
Katia Coudray has returned after more than two decades to an executive post at Banque Cantonale de Genève, a somewhat different firm to the one she left.
10/08/2025
Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication
10/07/2025
EFG International AG is today announcing the completion of the acquisition of 100% of the Swiss private bank Cité Gestion, as initially communicated on 19 February 2025.
10/07/2025
The move marks what the bank describes as a renewed focus on supporting clients and family offices in managing inter-generational wealth transfer.
10/07/2025
Returns in fixed income show investment grade, high yield and AT1s running ahead of the carry offered at the start of the year.
10/07/2025
They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.
10/07/2025
This partnership highlights Apex Group’s continued expansion in the Middle East and reinforces its role as the partner of choice for innovative wealth and asset managers operating in a highly regulated jurisdiction.
10/07/2025
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe
10/07/2025
BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.
10/07/2025
Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC
10/07/2025
The affected clients, spanning Saudi Arabia, Qatar, Lebanon, and Egypt, have already begun receiving closure notices.
10/07/2025
UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.
10/07/2025
Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.
10/07/2025
The private markets specialist is expanding its team in Switzerland due to increasing demand.