Managers of Wealth

Leonteq expands market presence with leverage products on BX Swiss

As part of its continued growth strategy, Leonteq has since extended its role to become the exclusive market maker for all Exchange Traded Products listed on BX Swiss.

With its Strategy 2026+, Bank Cler focuses on sales excellence, investment expertise, balance sheet management and leadership skills

With Strategy 2026+, Bank Cler aims to further strengthen its market position and continue its profitable growth.

Wealth firm that launched in Covid shuts down

O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.

Off the Record: Roger Marsden, CEO of Succession Wealth

He talks about his journey from accounting to advice, the importance of culture, and why good planning makes all the difference.

Joint wins wealth manager Quilter

Now it’s been appointed as lead creative agency for wealth management company Quilter.

Bank BSU with Slightly Lower Profit in Half-Year

Growth in the mortgage business continued, and loans rose by 1.5 million francs.

Belgian asset manager shakes up the Swiss market

Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.

Marlborough to take over management of £125m Whitechurch assets

Following Ascot Lloyd’s acquisition of Whitechurch Securities last year

The Vaudoise Insurance Group achieves excellent half-year results

The non-life business grew by 7.2%, well above the market average.

Wealth manager launches division for creators and sports people

The Athletes & Creators division addresses the financial challenges faced by these professionals.

UBS directs mega IPO

IPOs have become so rare in Switzerland that they attract a lot of attention for this reason alone.

Why more women are scooping top jobs at Britain’s most prestigious wealth managers

Private banking and wealth management firms that cater to high-net-worth and ultra-high-net-worth clients are seeing a shift in leadership.

UK seeing far greater exodus of wealth than it is attracting under the FIG regime

For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.

CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%

This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.

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Wealth and Asset Management