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Other interested parties had withdrawn from the bidding process after no agreement could be reached.
Wealth and Asset Management
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
02/04/2025
Hamilton Lane: Asia Wealth Leads Private Market Interest
This marks a 15 percent increase from the firm’s survey in the previous year.
02/04/2025
UBP’s Private Markets Outlook 2025
Asset-based financing is gaining prominence as a key diversification tool
02/04/2025
UBS's fourth-quarter and full-year 2024 results
UBS Group finished the year with 14.3% CET1 capital ratio
02/04/2025
LPL Financial Welcomes Charter Oak Wealth Partners
They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
02/04/2025
Asia Plus looks to wealth management
Investors prefer to trade stocks online, with very low trading fee rates, causing securities companies' profits to continually decrease.
02/04/2025
Abrdn reconsidering ‘AdviserOS’ platform rebrand
The provider is reviewing its decision to use the name for its platform upgrade plans, though migrating advisers is still on the agenda.
02/04/2025
BNP Paribas Group: Results as at 31 December 2024
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the fourth quarter 2024 and endorsed the 2024 financial statements.