Carlyle enters $2.8bn deal to acquire majority of MAI Capital
Carlyle has agreed to acquire a controlling interest in MAI Capital Management, valuing the firm at over $2.8bn. The private equity firm…
01 Apr 2026
CMB Monaco deploys integrated Avaloq and Aladdin Wealth platform
CMB Monaco has gone live on the integrated Avaloq and Aladdin Wealth platform, streamlining its front-to-back office operations. The transition provides the bank with a unified platform that supports workflows…
31 Mar 2026
J. Safra Sarasin posts 3.5% profit growth in 2025
J. Safra Sarasin Group has reported a net profit of SFr 522.3m ($653m) in 2025, up 3.5% from SFr 504.5m in the previous year. Assets under management totalled SFr 228.5bn at the end of December 2025, growing by 2.1% from the year before, helped by new…
31 Mar 2026
Schroders names Patrick Schwyzer client group head for Europe
Schroders has appointed Patrick Schwyzer as its new head of Client Group, Europe. Schwyzer, who joins the firm from UBS (previously Credit Suisse), brings over 20 years of experience in…
30 Mar 2026
Team to acquire Epic investment mandates and Epic Guernsey business
Team, a Jersey-based wealth and asset management group, has agreed to acquire eight investment mandates from Epic Markets and Epic Funds Services Guernsey for a combined £1.88m ($2.48m). The transaction…
30 Mar 2026
UBS executive vice chair Ros L’Esperance to leave at month-end
Ros L’Esperance, one of UBS’s most senior investment bankers, will depart the Swiss bank at the end of the month, Reuters reported, citing an internal memo it reviewed. According to…
30 Mar 2026
Variable pay dominates – high-net-worth individuals expect non-salary income to play a bigger role: Investec
High-net-worth individuals increasingly expect a greater proportion of their total annual income to come from non-salary sources, such as carry distributions, bonuses, dividends and business sale proceeds, according to research…