Wealth and Asset Management

Wealth and Asset Management

With its Strategy 2026+, Bank Cler focuses on sales excellence, investment expertise, balance sheet management and leadership skills

August 28, 2025

With Strategy 2026+, Bank Cler aims to further strengthen its market position and continue its profitable growth.

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Wealth and Asset Management

Wealth firm that launched in Covid shuts down

August 28, 2025

O-IM, which was launched by a JPM duo, has closed following the departure of its institutional clients to Europe.

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Wealth and Asset Management

Off the Record: Roger Marsden, CEO of Succession Wealth

August 28, 2025

He talks about his journey from accounting to advice, the importance of culture, and why good planning makes all the difference.

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Wealth and Asset Management

Joint wins wealth manager Quilter

August 28, 2025

Now it’s been appointed as lead creative agency for wealth management company Quilter.

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Wealth and Asset Management

Bank BSU with Slightly Lower Profit in Half-Year

August 27, 2025

Growth in the mortgage business continued, and loans rose by 1.5 million francs.

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Wealth and Asset Management

Belgian asset manager shakes up the Swiss market

August 27, 2025

Brussels-based asset manager Degroof Petercam Asset Management (DPAM) serves clients throughout Europe.

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Wealth and Asset Management

Marlborough to take over management of £125m Whitechurch assets

August 27, 2025

Following Ascot Lloyd’s acquisition of Whitechurch Securities last year

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Wealth and Asset Management

The Vaudoise Insurance Group achieves excellent half-year results

August 27, 2025

The non-life business grew by 7.2%, well above the market average.

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Wealth and Asset Management

Wealth manager launches division for creators and sports people

August 27, 2025

The Athletes & Creators division addresses the financial challenges faced by these professionals.

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Wealth and Asset Management

UBS directs mega IPO

August 27, 2025

IPOs have become so rare in Switzerland that they attract a lot of attention for this reason alone.

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Wealth and Asset Management

Why more women are scooping top jobs at Britain’s most prestigious wealth managers

August 27, 2025

Private banking and wealth management firms that cater to high-net-worth and ultra-high-net-worth clients are seeing a shift in leadership.

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Wealth and Asset Management

UK seeing far greater exodus of wealth than it is attracting under the FIG regime

August 27, 2025

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.

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