04/30/2025
FCA: ‘not the right time to extend SDR to wealth management’
It comes after the FCA announced in February it would further delay its decision on portfolio management.
Wealth and Asset Management
04/30/2025
Cracks emerge in wealth managers’ investment case
It remains to be seen whether trading fees and cash interest can overcome regulatory scrutiny and a price war
04/30/2025
UBS, Barclays and SocGen reap trading windfall from market turmoil
Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy
04/30/2025
Aberdeen: Investors pull net £6.4bn in Q1
A £6bn quant strategy funding win in April offset the outflows elsewhere
04/30/2025
Canaccord Genuity Wealth Management rebrands as Canaccord Wealth
The rebrand includes a refreshed logo, a new colour palette and a proprietary modern typeface — all designed to reflect the firm’s evolving identity.
04/30/2025
Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game off the island
04/29/2025
Presage Global named a finalist in two categories for the Twelfth Annual Family Wealth Report Awards 2025
Presage Global is a finalist in two categories at the 2025 Family Wealth Report Awards for excellence in risk management and family office advisory services.
04/29/2025
Baby Boomers hold more than half of the UK’s housing wealth
Savills also estimates the demographic still has around £60bn in outstanding mortgage borrowing
04/29/2025
Wealth of Swiss Private Households Increased in 2024
This increase was due to both transactions and capital gains. Households invested during every quarter.
04/29/2025
UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management.
04/29/2025
Deutsche Bank reports 39% year-on-year rise in first-quarter profit before tax to € 2.8 billion
Profit before tax of € 2.8 billion, up 39% over first quarter of 2024
04/29/2025
Vontobel drops ‘sustainable’ from name of $2.7bn EM equity fund
The fund house cites continued support of environmental and social aims despite an ESMA-driven change to strategy branding.
04/29/2025
HSBC Holdings plc 1Q 2025 Earnings Release
Excluding notable items, annualised RoTE in 1Q25 was 18.4%, a rise of 2 percentage points compared with 1Q24.
04/29/2025
Private banks are winning over Gen Z clients using technology
A new wave of investors, young and tech-savvy, demand a digital-first approach
04/29/2025
UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list
The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets.
04/29/2025
Cross-border wealth: EFG International rewrites playbook for wealth transfer
In today’s increasingly interconnected world, wealth doesn’t recognise borders. But legal systems do. For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward.
04/29/2025
CIC (Switzerland) records record results – for the second time in a row
This represents an increase of 15.4% over the previous year's profit, which was already exceptionally high.
04/29/2025
Outflows into crypto-land: ZKB takes countermeasures
ZKB's own offering has been particularly well-received in private banking.
04/29/2025
SG banks to report mixed NIM, strong wealth and trade income for Q1
NIMs for the quarter may be flat to declining quarter-on-quarter.
04/28/2025
Wealth managers cut UK exposure despite cheap valuations
This is the view of James Burns, who runs £3bn of assets within the model portfolio service at Evelyn Partners.