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Wealth and Asset Management

04/30/2025

Alternatives group acquires stake in global wealth manager

Middle Eastern investment manager Lunate has acquired a stake in Azura Partners, which will redomicile to Abu Dhabi.

04/30/2025

CaixaBank earns €1.47 billion in the first quarter, up 6.9% in comparable terms

The company has begun to roll out its new strategic plan, focused on ramping up growth and transforming and investing in the business.

04/30/2025

NBK Wealth receives three prestigious awards from Euromoney Private Banking Awards 2025

Kuwait's Best Private Bank Kuwait’s Best for UHNW Clients … and Kuwait’s Best in Digital Solutions

04/30/2025

FCA: ‘not the right time to extend SDR to wealth management’

It comes after the FCA announced in February it would further delay its decision on portfolio management.

04/30/2025

Cracks emerge in wealth managers’ investment case

It remains to be seen whether trading fees and cash interest can overcome regulatory scrutiny and a price war

04/30/2025

UBS, Barclays and SocGen reap trading windfall from market turmoil

Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy

04/30/2025

Aberdeen: Investors pull net £6.4bn in Q1

A £6bn quant strategy funding win in April offset the outflows elsewhere

04/30/2025

Canaccord Genuity Wealth Management rebrands as Canaccord Wealth

The rebrand includes a refreshed logo, a new colour palette and a proprietary modern typeface — all designed to reflect the firm’s evolving identity.

04/30/2025

Evelyn Partners International Sponsors Young Women’s Golf Sensation

Jersey athlete Anabelle Lucas-Villar says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game off the island

04/29/2025

Presage Global named a finalist in two categories for the Twelfth Annual Family Wealth Report Awards 2025

Presage Global is a finalist in two categories at the 2025 Family Wealth Report Awards for excellence in risk management and family office advisory services.

04/29/2025

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

04/29/2025

Wealth of Swiss Private Households Increased in 2024

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

04/29/2025

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.

04/29/2025

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

04/29/2025

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.

04/29/2025

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.

04/29/2025

Private banks are winning over Gen Z clients using technology

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

04/29/2025

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.

04/29/2025

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.

04/29/2025

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.

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