Morgan Stanley’s 'key driver' is wealth management, analyst notes
The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.
Wealth and Asset Management
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Peter Rutter secures £1bn for new funds after Royal London exit
Rutter's new firm Life Cycle Investment Partners has launched two new funds for UK investors.
Abrdn investment manager launches Buckingham Research investment consultancy
Buckingham Research aims to help IFAs manage outsourced and in-house investment solutions
Barclays Private Bank's UAE CEO: 'This is the year of execution'
The UAE business has performed well in terms of AUM growth since the pandemic made Dubai a hot destination for wealth migration, Barclays boss says.
Japan’s Mitsui Boosts Australian Family’s Wealth By $5.3 Billion
Mitsui was an early investor in Australian resources
Standard Chartered adopts ICC’s Sustainable Trade Finance Principles
First international bank to fully align to the industry principles
Bellevue Group achieves consolidated profit of CHF 9.2 million – market-related reallocation of client funds
Bellevue's strong balance sheet creates resilience for difficult market phases and allows the group and its range of products to be further developed in a targeted manner.
Deutsche Bank Shakes Up Swiss Bond Market
With a growing emphasis on ESG bonds and a strong regulatory foundation, the Swiss bond market is expected to remain a reliable cornerstone for investors.
EFG International announces divestment of synthetic life insurance portfolio
The sale is expected to have a slightly positive impact on EFG’s earnings in the first half of 2025.
Naomi Rive named in Private Client Global Elite Directory 2025
The individuals featured in this directory are nominated by their peers
Evelyn Partners strengthens its valuations and modelling practice with senior London-based appointment
She brings significant experience from both the UK and US, having worked in New York for 6 years.