08/18/2025
Flossbach von Storch wants to become more visible in Switzerland
Volume has never been our primary concern, neither in Switzerland nor in Germany, our home market, nor anywhere else.
Wealth and Asset Management
08/18/2025
Titan Wealth losses rise to £44.7m as interest payments mount
The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.
08/18/2025
Standard Chartered has launched fourth VCC sub-fund
The fund seeks to capture the best ideas from PIMCO across the whole credit spectrum
08/18/2025
UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London
Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability
08/18/2025
Pictet AM's Olivier Monti: «The Future of Asset Management»
The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.
08/18/2025
Ex-EdR investment chief finds ‘freedom of choice’ at IAM
Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.
08/18/2025
AEK BANK: Significant increase in customer deposits and customer loans
The high demand for financing, especially in private residential construction
08/18/2025
Jonathan Sorrell becomes Rathbones CEO as Stockton steps down
Sorrell joins as the wealth firm tries to finish off the complex process of integrating Investec Wealth & Investment and get back to growth.
08/15/2025
Scotia Global Asset Management announces sub-adviser changes Français
There will be no change to the investment objectives of these funds as a result of these changes.
08/15/2025
UBS Expands Wealth Front Office in Hong Kong
In the role, he reports to Adeline Chien, head wealth management Hong Kong Domestic and South East Asia Hong Kong.
08/15/2025
VZ Group increases earnings by 9.9 percent
In the first half of the year, the balance sheet grew by around CHF 500 million, from CHF 7.5 billion to CHF 8.0 billion.
08/15/2025
Glarner Kantonalbank reports half-year profit of CHF 9.4 million
Glarus Cantonal Bank looks back on a solid first half of 2025.
08/15/2025
Permira ramps up efforts to find Evelyn Partners buyer - reports
Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.
08/15/2025
UBS Global Wealth Management empowers next generation of female leaders in Jersey
Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.
08/15/2025
Franklin Templeton Eyes Private Banking Growth in Asia with Private Markets Focus
The firm has expanded its private markets platform through acquisitions
08/15/2025
Tweed Wealth Management expands sports division with London launch
The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.
08/14/2025
Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning
Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.
08/14/2025
Staying invested remains a strategic lever
American exceptionalism continues to hold its ground amid macroeconomic uncertainty.
08/14/2025
IFA consolidator Absolute Financial Group launches with Inflexion backing
Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.
08/14/2025
MSCI Forges Strategic Collaboration with PNC Bank to Expand Personalized Wealth Management
MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution.