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Wealth and Asset Management

02/06/2025

SJP and Dynamic Planner to provide client-risk profiling at scale

This collaboration supports SJP’s commitment to delivering quality one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.

02/06/2025

Amundi launches Europe ex-UK fund for UK investors

The fund has received initial support of over €900m.

02/06/2025

Santander wealth and insurance records double digit profit growth in 2024

The bank showed a profit of €12,574m (up 14%) in 2024, exceeding all targets for the year.

02/06/2025

PKB-owned bank is negotiating a merger

Cassa Lombarda is 99.5% owned by PKB Private Bank, which is headquartered in Lugano.

02/06/2025

HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham

The move to Finsbury Circus reflects the Bank’s confidence in the City of London.

02/05/2025

Amundi full-year results: Net inflows double while AUM reaches record highs

Amundi’s total AUM increased by 10% over the year, and by 2.2% over the last quarter

02/05/2025

Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group

Tennessee-based firm strengthens Mercer Advisors' Southeast presence

02/05/2025

People are only just realising what HSBC bank actually stands for

HSBC has been around for a long time - but some people might be surprised to learn that the name actually stands for something

02/05/2025

IQ-EQ acquires Agama Group, gaining regulatory compliance service offering in continental Europe

Agama Group provides essential regulatory compliance, internal control and operations support to asset managers and funds across private equity, real estate and other asset classes.

02/05/2025

UBS GWM targets $200bn in yearly net new assets

Bank says Credit Suisse integration remains on track to complete by the end of 2026.

02/05/2025

Is J. Safra Sarasin Taking over Saxo Bank?

Other interested parties had withdrawn from the bidding process after no agreement could be reached.

02/05/2025

Jan Schoch's 120 million bet

The picturesque Appenzell landscape presents itself from its wintry side.

02/05/2025

Fidelity continues to expand in Switzerland

The appointment follows the recent appointment of Pascal Schuler as Head of Sales Switzerland.

02/05/2025

Lombard Odier closes hedge fund underweight to improve diversification

The private banking group highlights non-directional hedge fund strategies in its latest outlook.

02/05/2025

Apollo reports spike in alt sales through wealth management group

Apollo is aiming by 2029 to have at least $150 billion in assets

02/05/2025

Goldman Sachs Asset Management launches duo of EMEA active ETFs

Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs

02/05/2025

StanChart Launches Private Banking Campaign

The campaign will include a series of ads across international and regional media in Asia and the Middle East via multiple print and digital channels.

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

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

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