Managers of Wealth

Baby Boomers hold more than half of the UK’s housing wealth

Savills also estimates the demographic still has around £60bn in outstanding mortgage borrowing

Wealth of Swiss Private Households Increased in 2024

This increase was due to both transactions and capital gains. Households invested during every quarter.

UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor

Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management.

Deutsche Bank reports 39% year-on-year rise in first-quarter profit before tax to € 2.8 billion

Profit before tax of € 2.8 billion, up 39% over first quarter of 2024

Vontobel drops ‘sustainable’ from name of $2.7bn EM equity fund

The fund house cites continued support of environmental and social aims despite an ESMA-driven change to strategy branding.

HSBC Holdings plc 1Q 2025 Earnings Release

Excluding notable items, annualised RoTE in 1Q25 was 18.4%, a rise of 2 percentage points compared with 1Q24.

Private banks are winning over Gen Z clients using technology

A new wave of investors, young and tech-savvy, demand a digital-first approach

UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list

The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets.

Cross-border wealth: EFG International rewrites playbook for wealth transfer

In today’s increasingly interconnected world, wealth doesn’t recognise borders. But legal systems do. For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward.

CIC (Switzerland) records record results – for the second time in a row

This represents an increase of 15.4% over the previous year's profit, which was already exceptionally high.

Outflows into crypto-land: ZKB takes countermeasures

ZKB's own offering has been particularly well-received in private banking.

SG banks to report mixed NIM, strong wealth and trade income for Q1

NIMs for the quarter may be flat to declining quarter-on-quarter.

Wealth managers cut UK exposure despite cheap valuations

This is the view of James Burns, who runs £3bn of assets within the model portfolio service at Evelyn Partners.

Vanguard inks tripartite deal to boost adviser access to private markets

Both Wellington Management and Blackstone manage over US$1 trillion in assets each, with Blackstone covering alternative assets such as private equity, real estate, and credit.

Lombard Odier launches domestic advisory services in Brazil

In Brazil, it operates under a local securities advisory license with a small team of 12 professionals.

VP Bank’s Client-Centric Strategy: Strengthening Relationships Through Shared Experiences and Purposeful Partnerships

The immersive golf simulator event was designed to go beyond conventional client interactions by creating an authentic, and relaxed environment that allowed us to engage with clients on a deeper level.

BOS' Leong Guan Lim: EAM business is fastest growing unit

The bank has doubled its specialised unit to over 50 and made recent team head hires in Hong Kong, Singapore and Dubai as it looks to strengthen its EAM capabilities.

Inside the board seat squabble at heart of GAM/Fermat spat

Fallout between Swiss asset manager and one of its longest-running sub-advisors may have stemmed from governance battle on hedge fund vehicle.

TISE shareholders demonstrate strong support for proposed acquisition by Miami International Holdings

The Acquisition is to be implemented by means of a scheme of arrangement under Part VIII of the Companies (Guernsey) Law, 2008 (as amended) (the Scheme).

Traditional Zurich bank makes profit jump

The bottom line is that net profit increased from CHF 9.8 million (2023) to CHF 11.8 million, an increase of 18.7 percent.

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Wealth and Asset Management