Managers of Wealth

LPL Financial Welcomes Concentric Wealth Management

They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.

Bank Frick generates net profit of CHF 4.5 million

In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.

ARC finds only 18% of wealth firms considering private markets

Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.

Del Vecchio’s Billionaire Heir Gets €350 Million From Indosuez

Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop

SEI CEO plots wealth, private assets expansion

Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.

UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List

Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes

Van Lanschot Kempen: net profit of €67.8 million in H1 2025, with strong net AuM inflows of €4.6 billion

Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion

New bank with positive business development

Half-year financial statements as of June 30, 2025

275 Years of Rahn+Bodmer Co.: «Many Visitors Are Surprised by Us»

The institution was founded in 1750 as a silk trading house.

Pictet announces first half 2025 results

The Pictet Group’s total equity and total capital ratio remain strong.

Zürcher Kantonalbank once again achieves a very pleasing half-year result

The bank has strong capitalisation; the values are well above the regulatory minimum requirements

acrevis Bank AG: Well underway in the first half of 2025

In addition to this continuous growth in business volume, future-oriented developments were successfully pursued – always with the goal of offering added value to its more than 57,000 clients.

Schwyzer Kantonalbank Good half-year results in a volatile environment

The key interest rate reduction impacted earnings in the interest rate differential business, and the gross interest margin is at a significantly lower level compared to the previous period.

AUM and asset flows update for the six months ended 30 June 2025

Evelyn Partners generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of £64.6 billion

Wealthspire Advisors to Acquire Northern California-Based Marin Financial Advisors

The relationship-focused firm joins Wealthspire to preserve continuity and expand client support

Altruist Welcomes Bone Fide Wealth, a $100M Millennial-Focused RIA, to Its Platform

Forward-thinking New York advisory firm chooses Altruist's modern custodian platform to enhance client experience and empower the next generation of investors

Noah Holdings Limited Announces Strategic Investment in Digital Yield Fund

This digital yield fund is managed by Olive, the overseas asset management arm of Noah, and is the first stablecoin yield fund established by Olive in cooperation with Coinbase.

Metalpha Partners with AMINA Bank the Swiss crypto-focused bank to Advance Digital Asset Wealth Management in Hong Kong

Strategic collaboration launches with Principal Fund I, a crypto equity fund capitalising on the surge in crypto-related public companies

Saxo Bank results: Steady growth in net profits and record client numbers

In the first half of 2025, the Saxo Bank Group delivered good, stable growth, with net profits reaching EUR 73 million and a total income of EUR 335 million.

Asset Management: French Boutique Sets Sights on Zurich Growth

The company has long maintained relationships in Switzerland, especially in the French-speaking part.

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Wealth and Asset Management