08/14/2025
Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning
Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.
Wealth and Asset Management
08/14/2025
Staying invested remains a strategic lever
American exceptionalism continues to hold its ground amid macroeconomic uncertainty.
08/14/2025
IFA consolidator Absolute Financial Group launches with Inflexion backing
Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.
08/14/2025
MSCI Forges Strategic Collaboration with PNC Bank to Expand Personalized Wealth Management
MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution.
08/14/2025
Citi Continues Global Roll Out and Enhancements to CitiDirect® Commercial Banking Platform
Since 2023, the platform has continued to evolve to meet the needs of clients and to integrate additional enhancements.
08/14/2025
Bank CLER Half-Year Report 2025
This result is attributable to an increase in operating income, particularly from the mortgage, deposit, securities, and investment business.
08/14/2025
Thurgauer Kantonalbank is doing well
The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.
08/14/2025
BKB Group: Half-year financial statements 2025 with continued healthy earnings growth
This strong result was driven by the increase in clients related to the launch of the free basic offering and the forward-looking management of the balance sheet structure.
08/14/2025
Aargauische Kantonalbank Half-year results 2025
AKB benefited from strong growth in its customer volumes in the first half of 2025.
08/14/2025
Managing cash flows in a fragmented world
Companies are currently navigating with limited visibility, trying to find new reference points in the murk.
08/14/2025
Deutsche Bank leads EU Banks in implementing China’s new foreign currency liberalisation framework
Bank fully implements China's new cross-border foreign currency framework. This offers multinational clients faster processing, reduced costs, and efficient compliance.
08/13/2025
The return of the gold bugs
Yet despite ongoing attempts to reshape global trade – and even talk of a renewed gold arbitrage - prices have been flatlining for several months now.
08/13/2025
Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division
North Canton, Ohio-based team adds $481 million in assets to Steward Partners
08/13/2025
Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires
German lender plots more hires as it looks to expand ultra high net worth team
08/13/2025
St.Galler Kantonalbank increases profit in the first half of the year
Customer loans increased by 1.1% to CHF 34.1 billion in the first half of the year.
08/13/2025
BEKB asserts itself as a successful bank in a challenging market environment
Lending continues to be risk-conscious and responsible.
08/13/2025
HSBC launches wealth academy in Malaysia
The academy complements HSBC’s expanding wealth management presence in Malaysia.
08/13/2025
Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants
Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan
08/13/2025
Quilter retains signatory status to the UK Stewardship Code
The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.
08/13/2025
Swiss National Bank publishes banknote designs
In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.