RBC emerges as frontrunner to buy Evelyn
It is understood the Brewin Dolphin parent is the only firm to show real interest in acquiring Evelyn, with a bid battle yet to materialise.
Wealth and Asset Management
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New quant team and investment range: Coudray reveals refreshed BCGE
Katia Coudray has returned after more than two decades to an executive post at Banque Cantonale de Genève, a somewhat different firm to the one she left.
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication
HLB Private Bank launches new branding to target high-net-worth clients
The move marks what the bank describes as a renewed focus on supporting clients and family offices in managing inter-generational wealth transfer.
EFG International announces closing of acquisition of Cité Gestion
EFG International AG is today announcing the completion of the acquisition of 100% of the Swiss private bank Cité Gestion, as initially communicated on 19 February 2025.
UBP House View – October 2025
Returns in fixed income show investment grade, high yield and AT1s running ahead of the carry offered at the start of the year.
Focus Financial Partners Network Firm Badgley Phelps Expands with Acquisition of Marshall & Sullivan
They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.
Apex Group partners with Wealthbrix to power independent, next-gen wealth management from DIFC
This partnership highlights Apex Group’s continued expansion in the Middle East and reinforces its role as the partner of choice for innovative wealth and asset managers operating in a highly regulated jurisdiction.
Supporting the Transformation of Private Asset Management
BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.
Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics
Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC
Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe
HSBC tightens AML controls with Middle East exit
The affected clients, spanning Saudi Arabia, Qatar, Lebanon, and Egypt, have already begun receiving closure notices.