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Wealth and Asset Management

02/14/2025

GUEST POST: Accessing the Swiss institutional and professional investor market

Switzerland’s regulatory framework is very open by European standards and allows all fund structures (including non-EU and those located offshore) access to its attractive pool of investors.

02/14/2025

Natixis Wealth Management to Acquire Dorval Asset Management

This proposed sale would be accompanied by the opening of Dorval Asset Management's capital to its employees.

02/13/2025

Wealth managers must stop selling trusts if they want to beat Saba

Saba has found little support in the UK for its campaign against seven investment trusts, but plenty of people are ready to sell their stakes.

02/13/2025

ABN AMRO Bank posts net profit of EUR 397 million in Q4 2024

With almost half the global population holding elections, 2024 was an exceptional year.

02/13/2025

Barclays profit leaps by a quarter as investment activity booms

The UK bank also enjoyed a boost from taking control of Tesco Bank’s savings, loans and credit cards last year.

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.

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.

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