02/26/2025
OCBC Group Full Year 2024 Net Profit grew 8% to a Record S$7.59 billion
S$2.5 billion capital return over two years
Wealth and Asset Management
02/26/2025
St James’s Place passes £4.6bn multi-asset mandate to Royal London AM
The multi asset strategy will be adjusted through time in line with the fund manager’s active strategic and tactical asset allocation views.
02/26/2025
EFG publishes agenda for its Annual General Meeting 2025
This represents an increase of 9% compared to the dividend for the 2023 financial year.
02/26/2025
BPS (Suisse) with record result
These are the best results that BPS (Suisse) has ever achieved
02/26/2025
Jupiter Asset Management receives Capital Markets Services License from the Monetary Authority of Singapore and broadens global retail coverage
The MAS approval marks a significant expansion of Jupiter’s international remit and will be an important milestone for its offerings to clients in Asia - a priority growth market for the firm.
02/26/2025
Flanks raises €14 million to automate wealth management for next-gen advisory
The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.
02/25/2025
Japan’s Mitsui Boosts Australian Family’s Wealth By $5.3 Billion
Mitsui was an early investor in Australian resources
02/25/2025
Standard Chartered adopts ICC’s Sustainable Trade Finance Principles
First international bank to fully align to the industry principles
02/25/2025
Barclays Private Bank's UAE CEO: 'This is the year of execution'
The UAE business has performed well in terms of AUM growth since the pandemic made Dubai a hot destination for wealth migration, Barclays boss says.
02/25/2025
Laurent Gagnebin: «We Acquired a Record Amount of New Assets»
Laurent Gagnebin, Rothschild & Co Bank increased its assets under management by 17.3 percent to 35.1 billion francs ($39.1 billion) last year.
02/25/2025
Evelyn Partners strengthens its valuations and modelling practice with senior London-based appointment
She brings significant experience from both the UK and US, having worked in New York for 6 years.
02/25/2025
Naomi Rive named in Private Client Global Elite Directory 2025
The individuals featured in this directory are nominated by their peers
02/25/2025
Deutsche Bank Shakes Up Swiss Bond Market
With a growing emphasis on ESG bonds and a strong regulatory foundation, the Swiss bond market is expected to remain a reliable cornerstone for investors.
02/25/2025
EFG International announces divestment of synthetic life insurance portfolio
The sale is expected to have a slightly positive impact on EFG’s earnings in the first half of 2025.
02/25/2025
Bellevue Group achieves consolidated profit of CHF 9.2 million – market-related reallocation of client funds
Bellevue's strong balance sheet creates resilience for difficult market phases and allows the group and its range of products to be further developed in a targeted manner.
02/25/2025
Abrdn investment manager launches Buckingham Research investment consultancy
Buckingham Research aims to help IFAs manage outsourced and in-house investment solutions
02/25/2025
Peter Rutter secures £1bn for new funds after Royal London exit
Rutter's new firm Life Cycle Investment Partners has launched two new funds for UK investors.
02/24/2025
How former top prospect Jacob Turner left baseball behind for wealth management
Turner, who pitched in the major leagues from 2011 to 2018, now co-owns Moment Private Wealth with his younger brother.
02/24/2025
Lisa Detanna Named to Forbes’ Top Women Wealth Advisors
Lisa Detanna Recognized in Forbes 2025 List of America’s Top Women Wealth Advisors
02/24/2025
Completion of the sale of Brooks Macdonald International to Canaccord Genuity Wealth Management Limited
The sale proceeds will enable the Group to focus exclusively on the core UK business and will enhance its ability to capitalise on the structural opportunities within the UK market, to grow organically and through targeted M&A.