02/13/2025
Lumin Wealth acquires IFA firm based in Berkshire
This purchase adds over £50m of assets under management to Lumin VZ Group and marks the ninth acquisition since 2019.
Wealth and Asset Management
02/13/2025
Lombard Odier reports full-year 2024 results
Full-year net profit therefore stood at CHF 179 million, down 19% year-on-year.
02/13/2025
Boutique outperformer sees ‘unwarranted’ discount in Vontobel bonds
RAM Active Investments runs the Strata Credit fund, which has beaten its sector average over three years.
02/13/2025
The first external member of the ZKB Philanthropy Foundation
The UBS Cultural Foundation is also undergoing a personnel renewal.
02/13/2025
Glarner Kantonalbank with good annual result for 2024
The Board of Directors is proposing a dividend payment of one franc per share to the General Meeting.
02/12/2025
BNP Paribas WM: Top Five Investment Themes in 2025
The bank has proposed five major investment themes in 2025 to its clients.
02/12/2025
Citi expects social finance funding in Asia to increase by over 10% in 2025
In 2024, Citi led social finance transactions raised over US$2 billion across Asia.
02/12/2025
Netherlands' Rabobank reports 5.16 billion euro profit for 2024
The bank, best known internationally as an agricultural lender, said its commercial loan book grew by 3% to 447 billion euros.
02/12/2025
Swiss Life expands its investment business for private clients with the acquisition of ZWEI Wealth
With its open platform, ZWEI Wealth offers its customers the appropriate asset management from over 500 affiliated banks
02/12/2025
St.Galler Kantonalbank on track
SGKB acquired CHF 3.1 billion in new managed assets (net new money).
02/12/2025
Eight Hightower Advisors Named to Forbes’ 2025 “Top Women Wealth Advisors Best-in-State” List
This prestigious ranking highlights the top female advisors in the nation, who collectively manage more than $12.7 billion in assets as of September 30, 2024.
02/12/2025
Evelyn Partners Group Limited Trading update for the three months ended 31 December 2024
Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high.
02/12/2025
Deutsche Bank wins multiple Bond House of the Year titles
Bank won Euro Bond, Reverse Yankee Bond, Swiss Franc Bond and Asia High-Yield Bond House of the Year at the IFR 2024 Awards
02/12/2025
Bluespring Wealth buys Kentucky’s Reliant Wealth Planning
The acquisition adds over $560m in assets under management to Bluespring's portfolio.
02/12/2025
Jupiter announces its first active ETF for global government bonds
Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.
02/12/2025
UK’s wealth exodus to continue as token tax tweak falls flat: deVere
deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.
02/12/2025
Brookfield Asset Management Announces Record 2024 Results and 15% Dividend Increase
Quarterly Fee-Related Earnings up 17% Year-Over-Year to a Record $677 Million
02/12/2025
APEX Global regulatory update Q4 2024
In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.
02/11/2025
BlackRock sees opportunity in european credit
Despite sluggish growth, the Euro Area remains resilient.
02/11/2025
Wealthy Brits more likely to attribute wealth to investing in markets than property, according to Brown Shipley survey
35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments