02/27/2025
Strategic M&A in wealth management: trends and best practices
A notable trend is the increasing demand for personalised, tech-enabled services, prompting firms to invest in digital platforms and analytics.
Wealth and Asset Management
02/27/2025
Capital markets and wealth management drive CIBC's first quarter beat
The year-over-year increase in PCLs was primarily due to a worsening economic outlook, including the uncertainty linked to the tariffs, the bank said.
02/27/2025
Canada's RBC quarterly profit rises as wealth management business remains robust
The Canadian central bank's decision to continue cutting rates in the reported quarter helped improve the environment for mergers and acquisitions.
02/27/2025
Will Evelyn’s wealth refocus trigger a sale in 2026?
It’s understood that a sale to a bank or PE firm is likely next year.
02/26/2025
Rothschild & Co hires Andrew Grant
He will be based in London.
02/26/2025
Morgan Stanley’s 'key driver' is wealth management, analyst notes
The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.
02/26/2025
Rathbones Group Plc: Preliminary results for the 12 months ended 31 December 2024
2024 is the first full financial year following the combination with IW&I.
02/26/2025
Nextalia Said to Explore Sale of Italian Wealth Firm Firstance
Milan-based buyout firm is working with Rothschild on deal
02/26/2025
OCBC Group Full Year 2024 Net Profit grew 8% to a Record S$7.59 billion
S$2.5 billion capital return over two years
02/26/2025
St James’s Place passes £4.6bn multi-asset mandate to Royal London AM
The multi asset strategy will be adjusted through time in line with the fund manager’s active strategic and tactical asset allocation views.
02/26/2025
EFG publishes agenda for its Annual General Meeting 2025
This represents an increase of 9% compared to the dividend for the 2023 financial year.
02/26/2025
BPS (Suisse) with record result
These are the best results that BPS (Suisse) has ever achieved
02/26/2025
Jupiter Asset Management receives Capital Markets Services License from the Monetary Authority of Singapore and broadens global retail coverage
The MAS approval marks a significant expansion of Jupiter’s international remit and will be an important milestone for its offerings to clients in Asia - a priority growth market for the firm.
02/26/2025
Flanks raises €14 million to automate wealth management for next-gen advisory
The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.
02/25/2025
Japan’s Mitsui Boosts Australian Family’s Wealth By $5.3 Billion
Mitsui was an early investor in Australian resources
02/25/2025
Standard Chartered adopts ICC’s Sustainable Trade Finance Principles
First international bank to fully align to the industry principles
02/25/2025
Barclays Private Bank's UAE CEO: 'This is the year of execution'
The UAE business has performed well in terms of AUM growth since the pandemic made Dubai a hot destination for wealth migration, Barclays boss says.
02/25/2025
Laurent Gagnebin: «We Acquired a Record Amount of New Assets»
Laurent Gagnebin, Rothschild & Co Bank increased its assets under management by 17.3 percent to 35.1 billion francs ($39.1 billion) last year.
02/25/2025
Evelyn Partners strengthens its valuations and modelling practice with senior London-based appointment
She brings significant experience from both the UK and US, having worked in New York for 6 years.
02/25/2025
Naomi Rive named in Private Client Global Elite Directory 2025
The individuals featured in this directory are nominated by their peers