02/05/2025
336 Financial Management joins Fairstone ‘downstream’ buy-out programme
The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months
Wealth and Asset Management
02/05/2025
Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub
New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system
02/05/2025
Very successful 2024 financial year for Valiant
The solid interest business, the improved result from commission business and services
02/05/2025
LLB new on Zurich's Bahnhofstrasse
This move marks a significant step for the development of LLB Switzerland
02/04/2025
Professional development a ‘core focus’ for wealth managers
Two recent reports – one from EY and one from recruitment firm Robert Half – have both tipped professional development as being a key focus for employees in 2025.
02/04/2025
Gold funds surge in January as tariff fears mount
Precious metal funds topped the charts while India funds tanked
02/04/2025
Hamilton Lane: Asia Wealth Leads Private Market Interest
This marks a 15 percent increase from the firm’s survey in the previous year.
02/04/2025
UBP’s Private Markets Outlook 2025
Asset-based financing is gaining prominence as a key diversification tool
02/04/2025
UBS's fourth-quarter and full-year 2024 results
UBS Group finished the year with 14.3% CET1 capital ratio
02/04/2025
LPL Financial Welcomes Charter Oak Wealth Partners
They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
02/04/2025
Asia Plus looks to wealth management
Investors prefer to trade stocks online, with very low trading fee rates, causing securities companies' profits to continually decrease.
02/04/2025
Abrdn reconsidering ‘AdviserOS’ platform rebrand
The provider is reviewing its decision to use the name for its platform upgrade plans, though migrating advisers is still on the agenda.
02/04/2025
BNP Paribas Group: Results as at 31 December 2024
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the fourth quarter 2024 and endorsed the 2024 financial statements.
02/04/2025
Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign
The ‘Now’s your time for wealth’ global wealth campaign launched this month.
02/04/2025
MongoDB Collaborates with Lombard Odier to Modernize Core Banking Technology with Generative AI
Leading Swiss bank uses MongoDB to accelerate generative AI innovation and deliver enhanced services to clients
02/04/2025
What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.
02/03/2025
Sahil Bloom On Wealth, Success And Pursuing All-Time Highs In Money And Life
These benchmark superlatives tend to inspire a moment of celebration—only to be soon followed by hours of anxiety, as investors ponder when their new all-time high will inevitably become a low.
02/03/2025
Private markets solution, Yooro, launches in Europe
The securitization solution aims to streamline the private assets investment process.
02/03/2025
Brooks Macdonald completes acquisition of LIFT-Financial Group
As at December 31 2024 this acquisition brings an additional c.£1.6bn assets under advice (AUA) and around 1,350 clients.
02/03/2025
Presentation of the 2024 full-year results for the Julius Baer Group
Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities