08/06/2025
Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.
08/06/2025
Strengthening commitment to globally minded families in MENA
08/06/2025
Additional team members are expected to join in the coming weeks.
08/06/2025
July is traditionally a quiet month on the Swiss capital market due to the holiday season.
08/06/2025
They discuss how Q1 saw large inflows into the market
08/06/2025
The Budget included the announcement that 100% BPR and APR will be capped to the first GBP 1 million of combined agricultural and business assets for every person or pre-existing trust from 6 April 2026.
08/06/2025
She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.
08/06/2025
Targets for 2025 raised
08/06/2025
Solid financial performance: Net profit EUR 606 million and return on equity 9.4%
08/06/2025
AlTi Global, which has two Swiss offices, has retained JP Morgan to serve as its financial adviser.
08/06/2025
Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.
08/05/2025
Private Wealth Advantage brings together deep local expertise from CBA’s Private Bank and global insights from J.P. Morgan Asset Management.
08/05/2025
Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams.
08/05/2025
Beyond near-term ideas in equity income, quality stocks, and structured strategies, we explore the potential long-term merits of a systematic strategy for phasing into markets.
08/05/2025
Marc-Antoine Loude has launched Evolvys, following a stint as head of executives and entrepreneurs within French-speaking Switzerland at Credit Suisse.
08/05/2025
A Partnership Built on Shared Values of Excellence, Teamwork, and Results
08/05/2025
Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.
08/05/2025
The 12 year HSBC veteran has moved over to the US bank in Hong Kong.
08/05/2025
This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.
08/04/2025
The Ultra High Net Worth Institute recently unveiled its “Wealthesaurus”— a list of over 80 terms commonly used and abused in the wealth management business.