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Other interested parties had withdrawn from the bidding process after no agreement could be reached.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