Barclays profit leaps by a quarter as investment activity booms
The UK bank also enjoyed a boost from taking control of Tesco Bank’s savings, loans and credit cards last year.
Wealth and Asset Management
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Wealth managers must stop selling trusts if they want to beat Saba
Saba has found little support in the UK for its campaign against seven investment trusts, but plenty of people are ready to sell their stakes.
APEX Global regulatory update Q4 2024
In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.
Brookfield Asset Management Announces Record 2024 Results and 15% Dividend Increase
Quarterly Fee-Related Earnings up 17% Year-Over-Year to a Record $677 Million
UK’s wealth exodus to continue as token tax tweak falls flat: deVere
deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.
Bluespring Wealth buys Kentucky’s Reliant Wealth Planning
The acquisition adds over $560m in assets under management to Bluespring's portfolio.
Jupiter announces its first active ETF for global government bonds
Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.
Deutsche Bank wins multiple Bond House of the Year titles
Bank won Euro Bond, Reverse Yankee Bond, Swiss Franc Bond and Asia High-Yield Bond House of the Year at the IFR 2024 Awards
Evelyn Partners Group Limited Trading update for the three months ended 31 December 2024
Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high.
Eight Hightower Advisors Named to Forbes’ 2025 “Top Women Wealth Advisors Best-in-State” List
This prestigious ranking highlights the top female advisors in the nation, who collectively manage more than $12.7 billion in assets as of September 30, 2024.
St.Galler Kantonalbank on track
SGKB acquired CHF 3.1 billion in new managed assets (net new money).
Swiss Life expands its investment business for private clients with the acquisition of ZWEI Wealth
With its open platform, ZWEI Wealth offers its customers the appropriate asset management from over 500 affiliated banks