UBS Lobbying Seen as Counterproductive
UBS’s confrontational stance in the dispute over the revision of capital market requirements is viewed in parliamentary circles as unhelpful.
Wealth and Asset Management
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VP Bank increases its annual profit to CHF 47 million
In the 2025 financial year, VP Bank implemented the strategic measures it had announced.
Private Banks Pivot To Serve The ‘Everyday Millionaire’
The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band.
Management Consulting Firm Alvarez & Marsal Launches RIA
The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.
Aberdeen delivers annual profit beat boosted by interactive investor
Adjusted operating profit increased 3.5% to GBP264 million from GBP255 million, slightly ahead of GBP261 million consensus.
7IM strengthens advice arm with CPN deal
It also manages two OEIC funds with approximately £400m of assets under management via CPN Investment Management LLP.
Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program
New turnkey model portfolios offer exposure to private markets, available to eligible RIAs and broker-dealers through Envestnet
Walker Crips looks to grow business as PhillipCapital takeover completes
We are looking to expand headcount and to be in more geographies within the UK
UAE attracts global wealth as private banking enters new growth phase
Private banking enters new growth cycle as HNWIs bank on Mena region
Further recognition for Hawksford Private Client Services Head
With a formidable reputation both as a trustee and a director on complex trust structures, family offices and multinational companies, Darren’s career spans some 30 years – the last 20 of which have been spent in senior fiduciary services role
Van Lanschot Kempen launches second private equity fund focused on North America
Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.
J. Safra Sarasin Group completes the acquisition of majority stake in Saxo Bank
Daniel Belfer, CEO of Bank J. Safra Sarasin, will be appointed CEO of Saxo Bank.