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Wealth and Asset Management

07/31/2025

SJP claws back £85m after reviewing ongoing advice compensation

The money, which equates to £63.4m after tax, will be returned to shareholders through its buy-back scheme.

07/31/2025

Mediobanca Financial statements as at 30.06.2025 approved

DISTRIBUTION AMONG THE HIGHEST IN THE INDUSTRY

07/31/2025

Schroders Half year results to 30 June 2025 (unaudited)

Strong progress on transformation; adjusted operating profit up 7%

07/31/2025

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.

07/31/2025

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.

07/31/2025

Bank of Singapore's Hong Kong market head exits

The market head joined in 2018.

07/31/2025

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.

07/31/2025

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.

07/31/2025

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.

07/31/2025

Janus Henderson-CEO: «Success in Switzerland Resonates Globally»

The key is that this strategy wasn’t developed in an ivory tower.

07/31/2025

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.

07/31/2025

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.

07/31/2025

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.

07/31/2025

Rathbones’ Asia and EM funds to launch by year end

Firm hired three fund managers in March

07/30/2025

Brookfield Oaktree recruits from BlackRock for Greater China head role

Based in Hong Kong, the new hire will oversee the overall development of private wealth services in Greater China.

07/30/2025

Nomura Reports First Quarter Financial Results

Global Markets net revenue stronger QoQ while Investment Banking net revenue was at highest level for Q1 since FY2016/17 when comparisons possible

07/30/2025

Coutts: Q2 earnings season preview – modest expectations set the stage

Trade policy uncertainty has lowered the bar coming into this earnings season. But a resilient US economy and ongoing adoption of artificial intelligence (AI) could allow earnings to surprise on the upside.

07/30/2025

Lido Advisors to Partner with Olympus Wealth Management

Salt Lake City-Based RIA Serves HNW & UHNW Business Owners & Families with Over $850M in RAUM

07/30/2025

Oberon Investments Group Results for the year ended 31 March 2025

Record revenues, strong growth into the new year, underpinned by investment in new teams and systems

07/30/2025

Nearly two out of five savers plan to switch more cash into fixed rate accounts

Savers plan to transfer an average £15,800 into fixed rates.

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