11/17/2025
Net inflows were GBP4.3 billion, recovering after net outflows of GBP5.3 billion a year prior, due to organic net inflows of GBP2.4 billion and the Sanlam inflow of GBP1.9 billion.
11/17/2025
Reputational challenges still linger
11/17/2025
The office properties are all situated in London, while the retail assets consist of high-quality retail warehouses with strong tenant bases.
11/17/2025
Promoters of private markets rely on structural stories to fuel thirst for their product, but they admit questions will increasingly arise about whether growth is sustainable
11/14/2025
The findings highlight five key reflection points for families and family offices, from preparing for emerging assets to empowering successors with real authority.
11/14/2025
While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience.
11/14/2025
Nine of these teams have been named to this ranking for at least two consecutive years, and five have been honored every year since the award’s inception in 2022.
11/14/2025
The sub-scale fund will close next month as the firm continues its plan to simplify the business.
11/14/2025
Net income in the prior year quarter included the impact of DOE and unrealized mark-to-market gains on equity securities, partially offset by unfavorable movements on reserves due to interest rate and equity market volatility.
11/14/2025
The MoU will focus on rolling out digital onboarding and banking solutions for clients operating within DIFC.
11/14/2025
The landmark paper features the results of an independently run survey, which sought the views of IFA owners, management teams and senior advisers across the UK.
11/14/2025
The Vontobel Credit Opportunity fund's team speak with Citywire about what they foresee in the months ahead.
11/13/2025
The strategic integration of the advisory practice builds on a longstanding relationship with the firm that spans more than three decades.
11/13/2025
Paua’s management, led by co-founders Donna Nicolof and Chris Glackin, has acquired FNZ’s circa 25 per cent stake in the financial planning business, ending the PE-backed giant’s three years on the shareholder register.
11/13/2025
As we navigate this landscape, Guernsey continues to offer a calm, stable and forward-thinking jurisdiction for wealth management - a valuable constant amid global change.
11/13/2025
At a recent Hubbis event in Hong Kong titled “The Future of Wealth Planning in Greater China,” a panel of senior industry participants examined the region’s rapidly transforming landscape.
11/13/2025
Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.
11/13/2025
Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer
11/13/2025
This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.
11/13/2025
The delay interrupts the bank’s integration process and raises doubts about meeting its end‑March target for migration of all clients.