09/01/2025
Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.
09/01/2025
Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters
09/01/2025
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
09/01/2025
Rebranding of Japan-based asset manager
09/01/2025
The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.
08/29/2025
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”
08/29/2025
They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
08/29/2025
In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.
08/29/2025
Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.
08/29/2025
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
08/29/2025
Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.
08/29/2025
Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes
08/29/2025
Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion
08/29/2025
Half-year financial statements as of June 30, 2025
08/29/2025
The institution was founded in 1750 as a silk trading house.
08/29/2025
The Pictet Group’s total equity and total capital ratio remain strong.
08/29/2025
The bank has strong capitalisation; the values are well above the regulatory minimum requirements
08/29/2025
In addition to this continuous growth in business volume, future-oriented developments were successfully pursued – always with the goal of offering added value to its more than 57,000 clients.
08/29/2025
The key interest rate reduction impacted earnings in the interest rate differential business, and the gross interest margin is at a significantly lower level compared to the previous period.
08/29/2025
Evelyn Partners generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of £64.6 billion