Off the Record: Roger Marsden, CEO of Succession Wealth
He talks about his journey from accounting to advice, the importance of culture, and why good planning makes all the difference.
Wealth and Asset Management
15347 articles found
Joint wins wealth manager Quilter
Now it’s been appointed as lead creative agency for wealth management company Quilter.
Bank BSU with Slightly Lower Profit in Half-Year
Growth in the mortgage business continued, and loans rose by 1.5 million francs.
Belgian asset manager shakes up the Swiss market
Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.
Marlborough to take over management of £125m Whitechurch assets
Following Ascot Lloyd’s acquisition of Whitechurch Securities last year
The Vaudoise Insurance Group achieves excellent half-year results
The non-life business grew by 7.2%, well above the market average.
Wealth manager launches division for creators and sports people
The Athletes & Creators division addresses the financial challenges faced by these professionals.
UBS directs mega IPO
IPOs have become so rare in Switzerland that they attract a lot of attention for this reason alone.
Why more women are scooping top jobs at Britain’s most prestigious wealth managers
Private banking and wealth management firms that cater to high-net-worth and ultra-high-net-worth clients are seeing a shift in leadership.
UK seeing far greater exodus of wealth than it is attracting under the FIG regime
For this cohort, the new FIG regime is attractive as they have four years tax free on overseas income and gains and are IHT exempt for 10 years.
CaixaBank exceeds €2.5 billion in financing for the hotel and tourist accommodation sector in the first half of 2025, with year-on-year growth close to 45%
This volume was formalized through a total of 2,357 credit operations signed across the country, representing a year-on-year increase of 24.2%.
Royal Bank of Canada reports third quarter 2025 result
All amounts are in Canadian dollars and are based on financial statements presented in compliance with International Accounting Standard 34 Interim Financial Reporting