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Wealth and Asset Management

02/21/2025

Kepler Cheuvreux and Unigestion announce a strategic partnership

This partnership merges fundamental and quantitative research approaches, optimising portfolio management while diversifying and expanding the range of investment strategies.

02/21/2025

Interest rate turnaround puts Eastern Swiss regional bank in a bind

The decline is mainly due to the interest rate turnaround.

02/21/2025

PrivatBank, Oschadbank, Ukreximbank, Raiffeisen and OTP most profitable in 2024

The second five most profitable banks of 2024 were headed by Credit Agricole, which increased its net profit by 46.5% - to UAH 4.09 billion.

02/20/2025

Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund

Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund

02/20/2025

Evelyn Partners International relocates to new office in St. Helier

Team in Jersey bolstered with flurry of new hires

02/20/2025

RBC Wealth Management congratulates financial advisors recognized as top brokers under 40 by Financial Planning

Both annual lists rank advisors by production totals.

02/20/2025

DeVere Group reports AUM growth to $14bn

A ‘convergence of factors are reshaping the global wealth management landscape’

02/20/2025

Wealth managers struggle to serve women of substance

The financial priorities and succession planning approaches of men and women reveal significant differences.

02/20/2025

Endowus launches Fixed-Rate Savings in Hong Kong, offering clients access to preferential time deposit rates with leading global banks

Designed to provide market-competitive fixed returns, this new offering enables customers to maximize their savings with trusted global financial institutions.

02/20/2025

Tavistock Investments: Completion of acquisition of Alpha Beta Partners

The total consideration for the acquisition is capped at £18 million

02/20/2025

EFG International Acquires Swiss Private Bank

The closing of the transaction is expected in the second half of 2025 and is subject to regulatory approval, EFG announced on Wednesday.

02/20/2025

Utmost Wealth Solutions’ Assets Under Administration surpass £100bn, recording strong gross inflows

The acquisition of Lombard International adds £45bn in Assets Under Administration (AUA), confirming Utmost’s leading market position in the international wealth management sector

02/20/2025

Bank Cler: Growth flattens

The remodeled branch in Neuchâtel was opened in 2024

02/20/2025

Norwegian asset manager expands presence in Switzerland

In order to be closer to customers, the team in this country is to be expanded.

02/20/2025

Maximising wealth management: The benefits of Guernsey Private Investment Funds

With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.

02/20/2025

Swiss wealth management to relocate Leeds team to prominent office building

One of the most sustainable buildings in Leeds, it provides exceptionally high-quality workspace and a convenient location just minutes from Leeds City Station.

02/20/2025

It’s a match: Wealth management and modern relationships

New research from Nedbank Private Wealth revealed wealthy UK adults have numerous life goals and aspirations they are most concerned about achieving as a result of divorce.

02/20/2025

Evergreen funds: the view from one of the world’s largest asset managers

JP Morgan Asset Management's Brandon Robinson on the rise of evergreen funds

02/20/2025

Fidelity Unveils New ETF Model Portfolios for Wealth Managers

Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios

02/20/2025

Nikko Asset Management and Tikehau Capital announce the establishment of their joint venture Tikehau Amova Investment Management to drive private asset investments in Asia

Based in Singapore, Tikehau Amova Investment Management Pte. Ltd. was incorporated at the close of 2024. T

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