03/02/2026
With a formidable reputation both as a trustee and a director on complex trust structures, family offices and multinational companies, Darren’s career spans some 30 years – the last 20 of which have been spent in senior fiduciary services role
03/02/2026
Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.
03/02/2026
Daniel Belfer, CEO of Bank J. Safra Sarasin, will be appointed CEO of Saxo Bank.
03/02/2026
Global markets experienced significant ups and downs throughout the year. Nevertheless, both equity and bond markets finished 2025 in positive territory.
03/02/2026
Closure of the transaction is subject to regulatory approval and is expected no later than in the third quarter of 2026.
03/02/2026
This allows for a dividend payment of CHF 15 per share, which corresponds to the maximum amount stipulated by law, as well as a profit distribution to the federal government and the cantons totaling CHF 4 billion.
03/02/2026
Ermotti, who oversaw the Swiss bank's 2023 emergency takeover of Credit Suisse, is set to step down by the middle of 2027
03/02/2026
The merger follows 7IM’s acquisition of Amicus Wealth in December 2023.
03/02/2026
Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.
03/02/2026
Institutional investors dramatically scaled up their allocations, attracted by contractual cash flows, downside protection, and illiquidity premiums of 200–400 bps over public debt.
03/02/2026
The partnership aligns with Mediobanca Private Banking’s strategic focus on alternatives.
03/02/2026
The rapid fundraise makes the Eltif one of the largest in the market.
02/27/2026
The potential transaction comes amid heightened deal activity across the UK wealth and insurance sector.
02/27/2026
Heather Pelant previously served as a Partner and Managing Director at Baker Street Advisors.
02/27/2026
Following targeted divestments in 2025 to streamline the business and focus on wealth and trading, Iress chief executive Andrew Russell says the technology firm is open to potential sale discussions.
02/27/2026
The center boasts 7,884 square feet of space with 14 meeting rooms and, including enclosed teller rooms and private client advisory rooms.
02/27/2026
Statutory profit before tax rose 53.5% to £152.9 million, benefitting not only from these synergies but also from a sharp reduction in integration costs, while underlying profit before tax rose 4.6% to £238.1 million.
02/27/2026
The transaction values atNorth at an enterprise value ("EV") of USD 4 billion.
02/27/2026
As expected, banking income was the only component to decline, falling by 10 percent as a result of lower interest rates.
02/27/2026
PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive.