09/01/2025
“The decision to end the Inquiry seems extraordinary, particularly in the light of recent news about the collapse of Shield and First Guardian, potentially involving over $1 billion in consumer losses from their super.
09/01/2025
Say you sell your company for $1 billion, or even a smaller $10-100 million range - where do you want the money sitting 1 week, or 1 month after it hits your primary bank account?
09/01/2025
The acquisition, initially announced on 4 th April 2025, has received approval from the relevant regulatory authorities.
09/01/2025
A strategic partnership to streamline operations and scale access to private markets
09/01/2025
Private credit and hedge funds are the most popular in the region.
09/01/2025
Almost 90% of Guernsey-domiciled funds' managed assets are sourced from non-UK investors, supporting FDI into the UK.
09/01/2025
Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic characters
09/01/2025
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
09/01/2025
Rebranding of Japan-based asset manager
09/01/2025
The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.
08/29/2025
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”
08/29/2025
They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
08/29/2025
In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.
08/29/2025
Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.
08/29/2025
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
08/29/2025
Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.
08/29/2025
Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes
08/29/2025
Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion
08/29/2025
Half-year financial statements as of June 30, 2025
08/29/2025
The institution was founded in 1750 as a silk trading house.