05/05/2025
Doha emerges as leading wealth destination
The report is the first of a three-part series looking at real estate markets in emerging wealth hubs in the GCC such as Riyadh and Jeddah.
Wealth and Asset Management
05/05/2025
Santander announces the sale of 49% of Santander Polska to Erste Group Bank, and agrees strategic cooperation across CIB and payments
Santander Polska’s shares will trade ex-dividend on 12 May 2025.
05/02/2025
Private markets and wealth management: a growing connection
This momentum reflects a broader shift in investor behaviour, where diversification, stability, and return potential are central to portfolio strategies.
05/02/2025
Who owns the UK’s wealth managers?
Star manager Nick Train has bet big on the sector, while Norway’s sovereign wealth fund and Scottish group Baillie Gifford have stakes in wealth giant SJP
05/02/2025
Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
05/02/2025
Apollo Closes on $8.5 Billion for Accord+ Strategy, including $4.8 Billion for Second Vintage Fund
Brings Total Assets Raised Across Hybrid and Opportunistic Credit Business to $40 Billion
05/02/2025
Heavy Loss For Swiss Private Bank Reyl in 2024
This positive development was driven mainly by market performance, as the bank recorded net outflows of 823 million francs.
05/02/2025
Standard Chartered PLC –first quarter results
The subsequent imposition of trade tariffs has increased global economic and geopolitical complexity, and we remain watchful of the external environment.
05/02/2025
Hypo Vorarlberg in St.Gallen again achieves double-digit growth
Operating profit of CHF 6.8 million is significantly higher than the previous year and represents the best operating result in the history of Hypo St.Gallen.
05/02/2025
NatWest private bank profit jumps 133% in Q1
The profit spike coincides with the launch of a new online investment advice service for the private bank's clients.
05/02/2025
Banque Cramer & Cie : Sharp increase in results for 2023
This increase was due in particular to net new inflows from clients totalling CHF 398 million.
05/02/2025
Fidelius takes stake in IFA Vobis
Vobis has over £140m in assets under management
05/02/2025
Warren Buffett’s 10 Wealth-Building Principles
By studying his methods, everyday investors can apply these principles to their financial journeys.
05/02/2025
General Meeting of SGKB: All proposals of the Board of Directors approved
All proposals of the Board of Directors were approved.
05/02/2025
Franklin Templeton and Lexington launch $875m PE secondaries fund
The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.
05/02/2025
Basel boss signals 'Swiss finish' to capital rules is not unfair on UBS
UBS has estimated it could need $40 billion in additional capital compared to where it stood before the emergency takeover of its former rival.
05/01/2025
B. Riley Discloses Finra Exam of Wealth Management Business
Depending on what’s uncovered, these exams sometimes lead to sanctions or fines, but the existence of a probe doesn’t necessarily mean there’s been any wrongdoing.
05/01/2025
Wealth team launches KRM Investment Counsel
A high-net-worth advisory group leaves Wintrust to embrace independence.
05/01/2025
Ex-Credit Suisse duo launch AI insurance app
Roman Loosli and Lucas Widmar have launched an app that uses AI to cut insurance adviser costs.
05/01/2025
Hoxton Wealth sets out financial planning strategies for global expats in Qatar
When surveyed at the event, 57% of attendees said that their financial priority for being in Qatar was to accumulate wealth