11/24/2025
Partners Group's $9.2bn evergreen fund underwhelms after two decades
From having deal-by-deal performance fees to a pro-rata allocation policy, Partners Group set the initial standard in semi-liquid funds.
11/24/2025
From having deal-by-deal performance fees to a pro-rata allocation policy, Partners Group set the initial standard in semi-liquid funds.
11/24/2025
Julius Baer already has a well-established presence in the UAE, where it opened its first office over twenty years ago, demonstrating a pioneering commitment to the region.
11/24/2025
As a result, further loan loss allowances of CHF 149 million will be recognised in the financial accounts in November 2025.
11/24/2025
PhillipCapital offers to buy out the wealth manager, which has been blighted by compliance issues in recent years.
11/24/2025
Billionaires’ wealth is also outpacing financial markets, having grown 121% over the past decade compared with 73% for the MSCI World Index.
11/24/2025
In the Channel Islands, where cross-border assets and family offices are increasingly relocating and consolidating, we are seeing a shift as inheritors move from wealth accumulation to stewardship.
11/24/2025
After a rough few years in the asset class, investors in the wealth space are looking to buy back in, especially in Europe.
11/24/2025
The discussions follow Japan’s recent regulatory momentum, including stablecoin initiatives, custody reforms, and broad tax relief proposals.
11/24/2025
It also reflects the significant progress resulting from the systematic effort of Private and Affluent Banking to offer services of international standards.
11/24/2025
The SVP elder statesman points out that Swiss banks have never made money from their US business in the past, attributing this to the fact that "the American banking system and the Swiss banking system are not the same."
11/24/2025
This centre marks Standard Chartered’s first private banking facility in Korea and the 16th in the bank’s global network.
11/24/2025
Finally, as policy increasingly rules markets, and Asia emerges as a growth hub, portfolios must adapt to capture these opportunities.
11/24/2025
Asset managers target convergence with wealth managers and FinTechs, and look to AI and technology to drive cost-effective digital ecosystems tailored to servicing more diverse client segments
11/21/2025
As originally published by OP Pohjola, November 20, 2025.
11/21/2025
These leaders manage teams and thousands of employees who provide daily support to thousands, or even millions, of customers worldwide.
11/21/2025
The figures show that 1.8 million taxpayers earned above the £100,000 threshold in 2024–25. HMRC projects this will rise to 2.29 million within four years, an increase of 493,000 people.
11/21/2025
Recently, Monica Defend, Head of the Amundi Investment Institute, was invited to 2025 Bund Summit, a leading Chinese financial forum where she as the representative of Amundi attracted a lot of attention.
11/21/2025
The award, first announced in June, was conferred by The Group of 20+1, the association of leading Frankfurt-based financial and business journalists representing major European media outlets.
11/21/2025
This year's awards focus on financial firms that are excelling at combining digital resources with expert advisors.
11/21/2025
Rugby players face the unique challenge of having a relatively short career span, meaning they need to plan effectively for life after sport.