09/01/2025
The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.
08/29/2025
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”
08/29/2025
They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
08/29/2025
In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.
08/29/2025
Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.
08/29/2025
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
08/29/2025
Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.
08/29/2025
Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes
08/29/2025
Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion
08/29/2025
Half-year financial statements as of June 30, 2025
08/29/2025
The institution was founded in 1750 as a silk trading house.
08/29/2025
The Pictet Group’s total equity and total capital ratio remain strong.
08/29/2025
The bank has strong capitalisation; the values are well above the regulatory minimum requirements
08/29/2025
In addition to this continuous growth in business volume, future-oriented developments were successfully pursued – always with the goal of offering added value to its more than 57,000 clients.
08/29/2025
The key interest rate reduction impacted earnings in the interest rate differential business, and the gross interest margin is at a significantly lower level compared to the previous period.
08/29/2025
Evelyn Partners generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of £64.6 billion
08/28/2025
The relationship-focused firm joins Wealthspire to preserve continuity and expand client support
08/28/2025
Forward-thinking New York advisory firm chooses Altruist's modern custodian platform to enhance client experience and empower the next generation of investors
08/28/2025
This digital yield fund is managed by Olive, the overseas asset management arm of Noah, and is the first stablecoin yield fund established by Olive in cooperation with Coinbase.
08/28/2025
Strategic collaboration launches with Principal Fund I, a crypto equity fund capitalising on the surge in crypto-related public companies