08/04/2025
Nucleus appoints Andrew Ring as Chief Financial Officer
He replaces Alan McDonald who’s been interim CFO at Nucleus since the end of last year and will remain in role until Andrew starts.
Wealth and Asset Management
08/04/2025
Dubai’s Hoxton Wealth completes Infinity Financial Solutions acquisition, company’s assets under management hits AED12bln
The acquisition is Hoxton Wealth's first in Asia and its largest to date, presenting a major landmark in Hoxton’s growing international footprint
08/04/2025
Asia Rising: Hoxton Wealth buys Infinity Financial Solutions
The deal will add $300 million (£225 million) in assets under management to our rapidly growing portfolio and take our total AUM to $3.3 billon (£2.5 million).
08/04/2025
Investec Switzerland buys African expat private bank business
Investec announced in 2023 that it would look to accelerate the growth and capabilities offered by Investec Bank Switzerland.
08/04/2025
Standard Chartered to launch digital platform aimed at tech-savvy, young investors
The digital platform is part of the lender’s planned US$1.5 billion investment in the wealth management business over the next five years
08/04/2025
UBS resolves legacy Credit Suisse matter with US Department of Justice
With this agreement, UBS has resolved another of Credit Suisse's legacy issues, in line with its intention to resolve legacy matters at pace in a fair and balanced way and in the best interest of all its stakeholders.
08/04/2025
Assessing implications and next steps for the Swiss tariff shock
The move came as a surprise as the Swiss government was engaged in reportedly constructive negotiations with the Trump administration in July and hadn’t received a prior tariff notice.
08/04/2025
BUX launches Europe’s first self-directed active ETF portfolios in partnership with J.P. Morgan Asset Management: BUX Prime Investment Plans
With this launch, BUX becomes the first neobroker in Europe to make actively managed multi-asset ETF portfolios available to retail investors in the form of automated, self-directed Plans.
08/04/2025
‘Business-friendly’ approach applauded by Peregrine Wealth
Guernsey’s ‘business-friendly’ environment has been praised by the directors of Peregrine Wealth, as the group celebrates 25 years since the launch of its first Guernsey-domiciled fund.
08/01/2025
SJP claws back £85m after reviewing ongoing advice compensation
This came after reviewing new industry guidance around ongoing financial advice services, issued by the FCA in February 2025.
08/01/2025
Societe Generale: Second quarter and first half 2025 results
For the first half of 2025, an interim dividend of EUR 0.611 per share will be paid on 9 October 2025
08/01/2025
Brookfield Infrastructure Partners
Brookfield Infrastructure Reports Solid Second Quarter 2025 Results
08/01/2025
Where Do Switzerland's Private Bankers Celebrate August 1st?
According to the paper, Renaud de Planta and, more recently, Bertrand Demole have left Switzerland
08/01/2025
7IM works with fintech Tikker - supporting advice firms with operational resilience
The time taken between making an adjustment and executing it could span multiple trading windows.
08/01/2025
OCBC Group First Half 2025 Net Profit at S$3.70 billion
Interim dividend of 41 cents declared
08/01/2025
CIC (Switzerland) achieves a net result of CHF 25.2 million - despite a tense macroeconomic environment
This weakening is due to a lower interest margin – a consequence of interest rate cuts and the tense situation on the Swiss money market. I
08/01/2025
Strategic partnerships at the heart of Eurobank’s wealth management transformation
These initiatives reflect Eurobank’s commitment to deepening client engagement, professionalizing portfolio solutions and enhancing both service quality and overall client experience.
08/01/2025
Praxis’ Private Wealth teams recognised in Chambers High Net Worth Guide 2025
The recognition is an independent endorsement of Praxis’ technical expertise and consistent client-first delivery.
07/31/2025
HSBC Holdings plc Interim Results 2025
Target basis operating expenses were $0.4bn or 3% higher than in 1H24, primarily due to higher spend and investment in technology and the impacts of inflation.
07/31/2025
Citi Proud to Continue Supplying Services to UK Government
The new agreement encompasses a suite of services including Overseas Payments, Automated Clearing House (ACH) network services as well as FX Advisory and spot FX services.