02/28/2025
Sage Wealth Management signs new lease on Hexham office
Sage Wealth Management are aiming to reinforce their business commitment to the community and strengthen the Hexham team.
Wealth and Asset Management
02/28/2025
Perpetual profit crashes following KKR deal falling through
While no break fee was triggered, KKR has left the door open to pursue further damages.
02/28/2025
Leonteq publishes agenda for the Annual General Meeting 2025
The Board further proposes the election of Sylvia Steinmann as a new independent member of the Board of Directors.
02/28/2025
Bank Avera achieves positive business results in 2024
The year 2024 will be remembered as a year full of conflicts and political crises, with increasing geopolitical risks.
02/28/2025
A new era for fixed income investors
That also presents investors with a potential opportunity in fixed income.
02/28/2025
Nomura to Establish Banking Division
Nomura recognized the importance of enhancing its efforts to provide a diverse range of high-quality services through its Banking businesses.
02/27/2025
Flanks Raises €14m to Automate Wealth Management for Next-Gen Advisory
The funding will be used to further accelerate the company’s growth into Europe and drive continued development of Flanks’ technology platform.
02/27/2025
Elevation Point acquires minority stake in Triton Wealth
The firm, which manages over $225m in assets, caters to business owners, professionals, and retirees, offering services from high-net-worth to mass affluent clients.
02/27/2025
Rockefeller Global Family Office Welcomes San Francisco-Based Meyer DeMartini Wealth Partners
The team is led by Managing Director and Private Advisor Lorna Meyer, who brings decades of experience providing advisory services and holistic solutions to high- and ultra-high-net-worth clients.
02/27/2025
Raiffeisen with very good annual results – second highest profit, growth in investment and corporate customer business
The bank's customer business continued to develop positively.
02/27/2025
St. James’s Place Full Year Results 2024
2024 presented a mixed environment for UK consumers.
02/27/2025
Jupiter suffers £10bn hit on Whitmore and Chrysalis blows
Full-year results reveal the impact of Ben Whitmore’s exit and the loss of the Chrysalis investment trust last year.
02/27/2025
Brooks Macdonald’s MPS arm offsets bespoke outflows
Clients pulled money from bespoke portfolios ahead of last October’s Budget, while MPS offering continued to attract flows.
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.
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.