06/11/2025
Julius Baer assesses redemption and refinancing decisions on an individual basis, weighing economic considerations such as prevailing market conditions, regulatory capital requirements, and its own capital planning.
06/11/2025
It must gain shareholders' approval to pursue the Banca Generali deal in a meeting next Monday, June 16.
06/10/2025
In December last year, Standard Chartered announced its target of attracting $200 billion of net new money over the next five years for its wealth management unit.
06/10/2025
In addition to the new customer categories, Nordnet's Private Banking service has received a new design, updated prices for stock trading, and a progress bar showing the customer's position between the different categories.
06/10/2025
The awards celebrate the best in the wealth management industry, recognising outstanding achievement, innovation, and excellence across various categories.
06/10/2025
At the 2025 awards, LGT – participating for the first time – was recognised as Best Private Bank for ESG Technology.
06/10/2025
This strategic acquisition will expand Oakglen Wealth’s offering for clients to include comprehensive financial and retirement planning, alongside its core wealth and investment management services.
06/10/2025
The acquisition will strengthen Mercer’s capabilities and expand its presence in the UK wealth management sector
06/10/2025
These strategies address the growing need for hybrid retirement products that combine sustainable income with growth while catering for different individual circumstances and levels of complexity.
06/10/2025
AUM also increased by 24%
06/10/2025
The cuts, which represent 13.8% of the Italian staff, are part of Amundi's strategy to meet savings goals.
06/10/2025
In this year's representative online survey, the comparison service moneyland.ch examined the satisfaction of the Swiss population with their banks and banking products.
06/10/2025
The team at Aspen Wealth Management are dedicated to helping clients achieve their financial aspirations through personalized financial planning, tax planning, investment management, and retirement strategies.
06/09/2025
Private bankers are adopting new strategies to retain rich young clients
06/09/2025
Almost all (93%) wealth managers and advisers who offer a bespoke investment management service typically use it to manage no more than a quarter of a client’s wealth.
06/09/2025
The company’s brokerage subsidiary plans to shut its branch in Zhejiang province by the end of the year
06/09/2025
These “investment strategies are designed to deliver exposure to investment opportunities that may otherwise be inaccessible to investors.
06/09/2025
The Financial Standard Investment Leadership Awards recognise investment strategies that showcase qualities investors are looking for in an investment manager.
06/09/2025
The new office is Brooks' 16th regional base and comes a few months after it hired a three-strong team from its rival.
06/09/2025
UBS is guiding families through legacy, values, and complexity with an approach that blends personalisation, education, and purpose.