08/28/2025
Wealthspire Advisors to Acquire Northern California-Based Marin Financial Advisors
The relationship-focused firm joins Wealthspire to preserve continuity and expand client support
Wealth and Asset Management
08/28/2025
Altruist Welcomes Bone Fide Wealth, a $100M Millennial-Focused RIA, to Its Platform
Forward-thinking New York advisory firm chooses Altruist's modern custodian platform to enhance client experience and empower the next generation of investors
08/28/2025
Noah Holdings Limited Announces Strategic Investment in Digital Yield Fund
This digital yield fund is managed by Olive, the overseas asset management arm of Noah, and is the first stablecoin yield fund established by Olive in cooperation with Coinbase.
08/28/2025
Metalpha Partners with AMINA Bank the Swiss crypto-focused bank to Advance Digital Asset Wealth Management in Hong Kong
Strategic collaboration launches with Principal Fund I, a crypto equity fund capitalising on the surge in crypto-related public companies
08/28/2025
Saxo Bank results: Steady growth in net profits and record client numbers
In the first half of 2025, the Saxo Bank Group delivered good, stable growth, with net profits reaching EUR 73 million and a total income of EUR 335 million.
08/28/2025
Asset Management: French Boutique Sets Sights on Zurich Growth
The company has long maintained relationships in Switzerland, especially in the French-speaking part.
08/28/2025
Banking Barometer 2025: Switzerland confirms its position as a leading global location for cross-border wealth management
Interview with Dr. Martin Hess on the Banking Barometer 2025
08/28/2025
Leonteq expands market presence with leverage products on BX Swiss
As part of its continued growth strategy, Leonteq has since extended its role to become the exclusive market maker for all Exchange Traded Products listed on BX Swiss.
08/28/2025
With its Strategy 2026+, Bank Cler focuses on sales excellence, investment expertise, balance sheet management and leadership skills
With Strategy 2026+, Bank Cler aims to further strengthen its market position and continue its profitable growth.
08/28/2025
Wealth firm that launched in Covid shuts down
O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.
08/28/2025
Off the Record: Roger Marsden, CEO of Succession Wealth
He talks about his journey from accounting to advice, the importance of culture, and why good planning makes all the difference.
08/28/2025
Joint wins wealth manager Quilter
Now it’s been appointed as lead creative agency for wealth management company Quilter.
08/27/2025
Bank BSU with Slightly Lower Profit in Half-Year
Growth in the mortgage business continued, and loans rose by 1.5 million francs.
08/27/2025
Belgian asset manager shakes up the Swiss market
Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.
08/27/2025
Marlborough to take over management of £125m Whitechurch assets
Following Ascot Lloyd’s acquisition of Whitechurch Securities last year
08/27/2025
The Vaudoise Insurance Group achieves excellent half-year results
The non-life business grew by 7.2%, well above the market average.
08/27/2025
Wealth manager launches division for creators and sports people
The Athletes & Creators division addresses the financial challenges faced by these professionals.
08/27/2025
UBS directs mega IPO
IPOs have become so rare in Switzerland that they attract a lot of attention for this reason alone.
08/27/2025
Why more women are scooping top jobs at Britain’s most prestigious wealth managers
Private banking and wealth management firms that cater to high-net-worth and ultra-high-net-worth clients are seeing a shift in leadership.
08/27/2025
UK seeing far greater exodus of wealth than it is attracting under the FIG regime
For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.