SJP claws back £85m after reviewing ongoing advice compensation
This came after reviewing new industry guidance around ongoing financial advice services, issued by the FCA in February 2025.
Wealth and Asset Management
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Rathbones’ Asia and EM funds to launch by year end
Firm hired three fund managers in March
Investors put off by complicated wealth management tools
Two thirds of UK investors believe not enough people invest due to being unable to use complicated wealth management tools, according to research from wealth management platform Stratiphy.
Ironbark AM fires up $225m raising for wealth M&A blitz
A teaser, seen by Street Talk, said Ironbark is looking to raise $225 million in primary and secondary capital from a long-term strategic partner with the guts to back its next phase of growth.
How Julius Baer runs discretionary mandate sales
Head of CIO office sales Beyazit Guzelyagdoken explains his first steps in a new role at the private banking group.
Janus Henderson-CEO: «Success in Switzerland Resonates Globally»
The key is that this strategy wasn’t developed in an ivory tower.
GKB on track: Half-year results confirm expectations
The half-year results confirm the outlook for the 2025 fiscal year, with a consolidated profit of between CHF 210 and 230 million.
JTC and UBP reach agreement on JTC’s proposed acquisition of Kleinwort Hambros Trust Company Limited in the Channel Islands and the UK
The acquisition is subject to regulatory approvals and standard closing conditions.
JTC and UBP Reach Agreement on JTC’s Proposed Acquisition of Kleinwort Hambros Trust Company Limited in the Channel Islands and the UK
In addition, KHT also provides offshore share scheme and pension scheme administration services to several high-quality global corporate clients, which enhances and supports JTC’s leading Employer Solutions service offering.
Bank of Singapore's Hong Kong market head exits
The market head joined in 2018.
Standard Chartered PLC – Results for the first half and second quarter ended 30 June 2025
A reconciliation of restructuring and other items excluded from underlying results is set out on page 24.
Interim results of the Swiss National Bank as at 30 June 2025
The SNB's financial result depends largely on developments in the gold, foreign exchange and capital markets.