11/25/2025
EFG intends to complement its strong organic growth ambition with M&A optionality, leveraging its surplus capital and strong capital generation.
11/25/2025
With the £40bn wealth management business attracting interest from buyers, Citywire looks at the ten key acquisitions that made Canaccord Wealth grow.
11/25/2025
Net new assets totalled CHF 9.3 billion, corresponding to an annualised growth rate of 6.8%, exceeding EFG’s target range of 4-6%
11/25/2025
The report, Resilience in a Transforming World, also sets out how excessive pessimism has let to analysts underestimating earnings growth.
11/25/2025
This will enable ABN AMRO to operate more efficiently, capture new opportunities and deliver greater value for all stakeholders.
11/25/2025
Personal loans offered via a third-party arrangement
11/25/2025
Starting this week, customers of eight Swiss banks and two third-party providers can connect their accounts across banks to aggregate and view account information in a single app.
11/25/2025
The company stated that its investment will address use cases across the wealth management lifecycle, benefitting advisors, and investors.
11/25/2025
This exclusive year-end initiative for Bybit VIPs expands access to institutional-grade wealth management strategies designed to navigate today's dynamic market conditions.
11/24/2025
OFLEX AUD leverages OHA's best ideas, seeking to deliver income by lending primarily to large cap companies in a diverse range of industries, mainly in the US.
11/24/2025
Earlier this year, Sieg expressed bullishness in Asia and said Citi planned to expand the number of bankers for the Hong Kong wealth business by more than 10 percent in 2025.
11/24/2025
The takeaway: a wealth tax will scare off some millionaires, but if set broadly enough, revenues can still be worth it.
11/24/2025
This marks an important step in EFG’s multi-year programme to enhance its digital platforms.
11/24/2025
LGT Wealth Management's 2025 State of Wealth report indicated the HNW population has surged by 10% (or 50,000) to 760,000 in 2025, controlling a record $4 trillion in assets.
11/24/2025
From having deal-by-deal performance fees to a pro-rata allocation policy, Partners Group set the initial standard in semi-liquid funds.
11/24/2025
Julius Baer already has a well-established presence in the UAE, where it opened its first office over twenty years ago, demonstrating a pioneering commitment to the region.
11/24/2025
As a result, further loan loss allowances of CHF 149 million will be recognised in the financial accounts in November 2025.
11/24/2025
PhillipCapital offers to buy out the wealth manager, which has been blighted by compliance issues in recent years.
11/24/2025
Billionaires’ wealth is also outpacing financial markets, having grown 121% over the past decade compared with 73% for the MSCI World Index.
11/24/2025
In the Channel Islands, where cross-border assets and family offices are increasingly relocating and consolidating, we are seeing a shift as inheritors move from wealth accumulation to stewardship.