02/21/2025
Interest rate turnaround puts Eastern Swiss regional bank in a bind
The decline is mainly due to the interest rate turnaround.
Wealth and Asset Management
02/21/2025
PrivatBank, Oschadbank, Ukreximbank, Raiffeisen and OTP most profitable in 2024
The second five most profitable banks of 2024 were headed by Credit Agricole, which increased its net profit by 46.5% - to UAH 4.09 billion.
02/20/2025
Northern Trust Expands Partnership with Alchemy to Support Its New Special Opportunities Fund
Northern Trust Expands Longstanding Relationship with Alchemy Helping to Launch its Fifth Special Opportunities Fund
02/20/2025
Evelyn Partners International relocates to new office in St. Helier
Team in Jersey bolstered with flurry of new hires
02/20/2025
RBC Wealth Management congratulates financial advisors recognized as top brokers under 40 by Financial Planning
Both annual lists rank advisors by production totals.
02/20/2025
DeVere Group reports AUM growth to $14bn
A ‘convergence of factors are reshaping the global wealth management landscape’
02/20/2025
Wealth managers struggle to serve women of substance
The financial priorities and succession planning approaches of men and women reveal significant differences.
02/20/2025
Endowus launches Fixed-Rate Savings in Hong Kong, offering clients access to preferential time deposit rates with leading global banks
Designed to provide market-competitive fixed returns, this new offering enables customers to maximize their savings with trusted global financial institutions.
02/20/2025
Tavistock Investments: Completion of acquisition of Alpha Beta Partners
The total consideration for the acquisition is capped at £18 million
02/20/2025
EFG International Acquires Swiss Private Bank
The closing of the transaction is expected in the second half of 2025 and is subject to regulatory approval, EFG announced on Wednesday.
02/20/2025
Utmost Wealth Solutions’ Assets Under Administration surpass £100bn, recording strong gross inflows
The acquisition of Lombard International adds £45bn in Assets Under Administration (AUA), confirming Utmost’s leading market position in the international wealth management sector
02/20/2025
Bank Cler: Growth flattens
The remodeled branch in Neuchâtel was opened in 2024
02/20/2025
Norwegian asset manager expands presence in Switzerland
In order to be closer to customers, the team in this country is to be expanded.
02/20/2025
Maximising wealth management: The benefits of Guernsey Private Investment Funds
With Guernsey’s well-established financial sector, PIFs present an opportunity for tailored investment solutions that align with both current market trends and long-term wealth strategies.
02/20/2025
Swiss wealth management to relocate Leeds team to prominent office building
One of the most sustainable buildings in Leeds, it provides exceptionally high-quality workspace and a convenient location just minutes from Leeds City Station.
02/20/2025
It’s a match: Wealth management and modern relationships
New research from Nedbank Private Wealth revealed wealthy UK adults have numerous life goals and aspirations they are most concerned about achieving as a result of divorce.
02/20/2025
Evergreen funds: the view from one of the world’s largest asset managers
JP Morgan Asset Management's Brandon Robinson on the rise of evergreen funds
02/20/2025
Fidelity Unveils New ETF Model Portfolios for Wealth Managers
Matt Apakarian, an analyst with Cerulli Research, highlights the growing appeal of customizable model portfolios
02/20/2025
Nikko Asset Management and Tikehau Capital announce the establishment of their joint venture Tikehau Amova Investment Management to drive private asset investments in Asia
Based in Singapore, Tikehau Amova Investment Management Pte. Ltd. was incorporated at the close of 2024. T
02/20/2025
JPMorgan Takes In $60 Billion From Rich Latin American Clients
Mexican clients account for $85 billion of the total.