03/20/2025
Edmond de Rothschild : 2024 Annual Results
In 2024, Edmond de Rothschild confirmed the strength of its business model, driven by its two core businesses private banking and asset management, across all regions.
Wealth and Asset Management
03/20/2025
Quilter WealthSelect reduces government bond exposure following successful ad hoc rebalance
With bond yields since moderating, this presented the portfolio management team with an opportunity to take some profits and lower the government bond exposure within the portfolios once more.
03/20/2025
Joint Press Release of Allianz, BlackRock, Generali Financial Holdings, Hannover Re, T&D Holdings and Viridium
Through this transaction, Cinven exits from its majority investment in Viridium after more than a decade of developing a highly successful insurance business.
03/20/2025
11 UBS advisors in the South Wealth Management Market named to the Barron’s Top 1200 Financial Advisors list
The 2025 Barron’s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
03/20/2025
Nine UBS Financial Advisors in Southern California and Hawaii named Top Women Wealth Advisors by Forbes
One of the advisors, Courtney Liddy, has been recognized by Forbes for the seventh year in a row as one of the Top 100 Women Wealth Advisors nationwide.
03/20/2025
The National Bank Eases Further
After that, most observers expected another small rate cut to follow in March.
03/19/2025
Deutsche Bank and DWS launch private credit cooperation
As part of the cooperation, DWS will have preferred access to certain asset-based finance and direct lending opportunities originated by Deutsche Bank.
03/19/2025
Citi Private Bank Launches Philanthropy Advisory Solutions in Asia
New philanthropy advisory solutions with two charity partners support rising client demand for philanthropy services
03/19/2025
Advyzon powers Indivisible Partners wealth platform
Indivisible Partners provides advisors with a curated set of “advanced” planning tools, open-architecture investment options.
03/19/2025
Three UBS Financial Advisors in Pacific Desert Market named to Financial Planning Top 40 under 40
They are considered by Financial Planning to be among the industry's top-producing young financial advisors at wirehouses and regional firms.
03/19/2025
Evelyn Partners to host Personal Injury and Court of Protection Masterclass for Legal Practitioners
The full-day event, which runs from 9am to 5pm will include two networking sessions with attendees also able to request certificates of attendance after the event.
03/19/2025
FirstBank targets high-net-worth individuals with new private banking service
This move comes as Ghana’s economy continues to recover from recent debt challenges, with a growing class of wealthy individuals seeking sophisticated financial services.
03/19/2025
Biggest Polish Bank PKO Is Hiring to Boost Wealth Management Arm
The lender estimates its 50,000 private-banking clients have 120 billion zloty ($31 billion) in assets.
03/19/2025
Private markets: Sarasin’s Alastair Baker highlights attractions of such alternative thinking for wealth managers
Private markets cover a wide range of investments such as private equity, private debt and venture capital, and have a long history.
03/19/2025
Quilter welcomes Forseti Wealth Partners to its advice network
Founded by experienced advisers James Harvey and Archie Wilson, the London-based firm specialises in wealth management and tax-efficient planning.
03/19/2025
Silverleaf Wealth Management raises $30 million
The firm remains founder-owned and has maintained stable growth over its 15-year history, supported by a strong asset base and cash flow profile.
03/19/2025
M&G plc full year 2024 results
We are now moving into a new phase for the Group, where we will deliver sustainable and diversified growth across Asset Management and Life.
03/19/2025
Nine UBS Advisors in the South Atlantic Wealth Management Market Named to the Barron’s Top 1200 Financial Advisors List
Among those recognized, UBS advisors Greg Cash and Mitchell Wickham of Wickham Cash Partners ranked No. 1 and No. 2, respectively, in North Carolina.
03/18/2025
HSBC and UBS expand India wealth management arms after IPO boom
Banks to offer bespoke services and cater to households outside big cities as record listings create new millionaires
03/18/2025
Julius Baer pays interim CEO $6.6 million in 2024
In 2023, Dreckmann’s predecessor, Philipp Rickenbacher, received compensation of 1.7 million Swiss francs in the wake of hefty losses the Swiss bank reported from its exposure to collapsed property group Signa.