03/31/2025
The award recognises our integrated approach to succession planning, in which we ensure the next generation is fully included throughout the process.
03/31/2025
The team will be headed up by Jonathon Jay, the company’s UK managing director
03/31/2025
This accolade is a testament to our dedication to delivering cutting-edge solutions that address the evolving needs of our private and institutional clients, including our Business Process Outsourcing (BPO) partners.
03/31/2025
Throughout the day a number of key themes emerged, chief among them the importance of portfolio diversification as a way to build portfolio resilience.
03/31/2025
Through the participation in the Women’s Empowerment Principles network, Objectway is contributing to a broader movement that will shape a more equitable, inclusive, and progressive future for all.
03/31/2025
Once customary regulatory approvals are achieved, Gramercy will become the delegate investment manager for all GAM’s EM Debt investment strategies.
03/31/2025
Julius Baer Group announces the successful closing of the sale of its domestic Brazilian wealth management operation to BTG Pactual on 28 March 2025.
03/31/2025
UBS will be acquiring an additional 33% stake in UBS Securities from Beijing State-owned Assets Management Co., Ltd to raise its stake from 67% to 100%.
03/31/2025
The new office in Strawberry Place signals the wealth firm’s intent to grow its North East proposition following a string of hires from RBC Brewin Dolphin.
03/31/2025
Gen Z is not just inheriting wealth; they are redefining investment priorities.
03/31/2025
The portfolio will mostly allocate to the flagship hedge fund strategy HSBC Global Hedge Fund
03/31/2025
The board has proposed a dividend to shareholders of 3.2p per share, doubling last year’s inaugural dividend.
03/31/2025
Both businesses remain committed to pursuing a strong ongoing commercial relationship, underpinned by a mutual commitment to continuity in the services provided to clients, as well as ways to develop new growth opportunities together.
03/31/2025
Access to alternatives is the ‘biggest differentiator’ for private banks in an environment where the investment approach is almost identical to those of wealth firms.
03/31/2025
Julius Baer has had three CEOs in eight years. Will Stefan Bollinger be the one who finally fixes the wealth manager?
03/28/2025
The company says the launch “has been facilitated” by the acquisition of St Lucia-based Arton Bank for an undisclosed sum.
03/28/2025
The U.K. lender has shuttered its M&A and equity capital markets arm in the U.K. and Europe and has also taken an axe to jobs in sector teams.
03/28/2025
The change allows for a more comprehensive coverage of China’s A-Shares market as it includes the 50 largest and most liquid A-Shares on the Shanghai and Shenzhen Stock Exchanges.
03/28/2025
The Forbes lists are compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank teams.
03/28/2025
This strong performance was driven by both positive market developments and a net inflow of 619 million francs in net new money.