02/27/2025
Will Evelyn’s wealth refocus trigger a sale in 2026?
It’s understood that a sale to a bank or PE firm is likely next year.
Wealth and Asset Management
02/26/2025
Rothschild & Co hires Andrew Grant
He will be based in London.
02/26/2025
Morgan Stanley’s 'key driver' is wealth management, analyst notes
The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.
02/26/2025
Rathbones Group Plc: Preliminary results for the 12 months ended 31 December 2024
2024 is the first full financial year following the combination with IW&I.
02/26/2025
Nextalia Said to Explore Sale of Italian Wealth Firm Firstance
Milan-based buyout firm is working with Rothschild on deal
02/26/2025
OCBC Group Full Year 2024 Net Profit grew 8% to a Record S$7.59 billion
S$2.5 billion capital return over two years
02/26/2025
St James’s Place passes £4.6bn multi-asset mandate to Royal London AM
The multi asset strategy will be adjusted through time in line with the fund manager’s active strategic and tactical asset allocation views.
02/26/2025
EFG publishes agenda for its Annual General Meeting 2025
This represents an increase of 9% compared to the dividend for the 2023 financial year.
02/26/2025
BPS (Suisse) with record result
These are the best results that BPS (Suisse) has ever achieved
02/26/2025
Jupiter Asset Management receives Capital Markets Services License from the Monetary Authority of Singapore and broadens global retail coverage
The MAS approval marks a significant expansion of Jupiter’s international remit and will be an important milestone for its offerings to clients in Asia - a priority growth market for the firm.
02/26/2025
Flanks raises €14 million to automate wealth management for next-gen advisory
The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.
02/25/2025
Japan’s Mitsui Boosts Australian Family’s Wealth By $5.3 Billion
Mitsui was an early investor in Australian resources
02/25/2025
Standard Chartered adopts ICC’s Sustainable Trade Finance Principles
First international bank to fully align to the industry principles
02/25/2025
Barclays Private Bank's UAE CEO: 'This is the year of execution'
The UAE business has performed well in terms of AUM growth since the pandemic made Dubai a hot destination for wealth migration, Barclays boss says.
02/25/2025
Laurent Gagnebin: «We Acquired a Record Amount of New Assets»
Laurent Gagnebin, Rothschild & Co Bank increased its assets under management by 17.3 percent to 35.1 billion francs ($39.1 billion) last year.
02/25/2025
Evelyn Partners strengthens its valuations and modelling practice with senior London-based appointment
She brings significant experience from both the UK and US, having worked in New York for 6 years.
02/25/2025
Naomi Rive named in Private Client Global Elite Directory 2025
The individuals featured in this directory are nominated by their peers
02/25/2025
Deutsche Bank Shakes Up Swiss Bond Market
With a growing emphasis on ESG bonds and a strong regulatory foundation, the Swiss bond market is expected to remain a reliable cornerstone for investors.
02/25/2025
EFG International announces divestment of synthetic life insurance portfolio
The sale is expected to have a slightly positive impact on EFG’s earnings in the first half of 2025.
02/25/2025
Bellevue Group achieves consolidated profit of CHF 9.2 million – market-related reallocation of client funds
Bellevue's strong balance sheet creates resilience for difficult market phases and allows the group and its range of products to be further developed in a targeted manner.