07/30/2025
UBS Switzerland Feels the Pinch as Interest Income Slides
That represents a drop in profitability as revenues fell 8 percent year-on-year, largely due to lower net interest income.
Wealth and Asset Management
07/30/2025
AE Wealth Management Achieves $40 Billion in AUM Milestone
This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.
07/30/2025
Banca Generali: 1H 2025 Financial Results
This confirms the resilience and sustainability of our business model based on the quality of our bankers, which is being further reinforced through the expansion of our solutions.
07/30/2025
CaixaBank reports a net profit of €2.95 billion in the first half of 2025, up 10.3%
This transformation includes adopting new technologies and developing pioneering initiatives such as the Facilitea portals to sell and rent homes and cars, and the launch of the Generación + platform, focused on our senior customer segment.”
07/30/2025
Rathbones Group plc (“Rathbones” or the “Group”) announces results for the six months ended 30 June 2025
Rathbones enters the second half of 2025 in a position of financial strength and following a new capital allocation framework, and underpinned by a robust balance sheet, we are taking measured steps to return surplus capital to shareholders.
07/30/2025
HSBC Suisse investigated by Swiss and French courts
The investigations against the Swiss subsidiary are currently at an early stage.
07/30/2025
Basellandschaftliche Kantonalbank: Government Council prepares the interim appointment of an external Bank Council Chairman
It is within the competence of parliament to decide in which district committees the political review of the BLKB stake in radicant holding ag should take place.
07/30/2025
Titan Wealth acquires two more firms as AUMA grows to £37bn
The deal is subject to regulatory approval and the two firms will become part of the Titan Wealth Group.
07/30/2025
Man Group Half year results for the six months ended 30 June 2025
Sustained growth in our credit platform, with total AUM of $42.7 billion as at 30 June 2025
07/29/2025
Butterfield Reports Second Quarter 2025 Results
Quarterly cash dividend rate increased by 14% to $0.50 per share for the quarter ended June 30, 2025
07/29/2025
Berenberg Sharpens Its Profile in Switzerland
The Hamburg-based private bank Privatbank Berenberg is no longer an unknown player in Switzerland.
07/29/2025
RBC WM boosts Hong Kong and Singapore private banking teams
The Canadian wealth manager has recruited seven new senior bankers in Hong Kong and Singapore.
07/29/2025
Barclays Private Bank profits boosted 18% in H1
Assets at the division increased by £4.5bn to £213.4bn in the first half.
07/29/2025
CaixaBank Private Banking surpasses €50 billion under independent advisory, consolidating its leadership in Europe
The service now has nearly 14,500 clients
07/29/2025
New Wealth Management Research Finds Transition Support Services Critical to Retaining Assets During Advisor Moves
Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip​
07/29/2025
Swiss fund market grows thanks to new money inflows
The devaluation of the US dollar had a negative impact on the performance of Swiss funds.
07/29/2025
BNP Paribas seeks to selectively expand global wealth footprint
Vincent Lecomte, chief of the wealth management unit at BNP Paribas, is setting his sights on next-gen investors, Asia’s surge, and staying ahead of fintech disruption
07/29/2025
Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset
Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.
07/28/2025
Insurance exec shares three basic wealth management strategies
Fast forward five years, post-pandemic, CK Wealth grows steadily, in step with the country’s and local insurance industry’s growth.
07/28/2025
Close Brothers sells Winterflood for £104m
US-headquartered Marex Group buys influential market maker business from bank with eye on expanding presence with UK wealth managers.