Helvetia and Baloise have received further approvals for their planned merger and have set a date for closing the transaction
In April, Helvetia and Baloise announced their agreement to merge as equals.
Wealth and Asset Management
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HSBC UK Private Bank grows regional presence with Wealth Centre launch
It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.
Experienced trio launch Zurich independent asset manager
Owner-managed independent asset manager, Montvalor Partners, was launched this month by ex-Colin&Cie managing directors Marc Müller, Marcel Schällebaum, and Peter Strohm.
$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform
DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets
UBS Joins Forces with Supertri, BSK and JET to Drive Community Impact in Jersey
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
Multiple Shortlistings for JTC at the 2025/26 Citywealth IFC Awards
The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.
LGT WM takes profit hit in year of heavy spend
Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher.
SJP on the hunt for director to lead HNW push
Job ad looks for expert to shape proposition for clients with between £2m and £10m to invest.
Blackstone Opens Infrastructure Fund to Wealthy Europeans
The fund invests in everything from fiber cables to toll roads and energy projects and is Blackstone’s first product to be offered through the European Long-term Investment Funds framework, often referred to as Eltifs.
Citi CEO ‘Comfortable’ With Outcome of Probe Into Wealth Head
That investigation is now complete, though Citigroup has previously declined to comment on the outcome of the probe.
Lombard Odier: 81% of ME next gen heirs plan to ditch parents’ wealth advisors
With succession talks still stalled in many families, young Middle East heirs are signalling a sharp shift toward digital platforms and new advisors.
Lombard Odier: 81% of ME next gen heirs plan to ditch parents’ wealth advisors
With succession talks still stalled in many families, young Middle East heirs are signalling a sharp shift toward digital platforms and new advisors.