08/19/2025
The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
The biggest intergenerational wealth transfer in history is about to happen.
Wealth and Asset Management
08/19/2025
LGT reports strong rise in profit in the first half of 2025
Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.
08/19/2025
Apollo lists 5 evergreen private funds on iCapital Marketplace
iCapital has expanded its partnership with Apollo to bring more private market funds to wealth managers.
08/19/2025
Swiss Structured Product Industry Report Q2 2025
In Q2 2025 the total turnover of USD products amounted to CHF 24 bn, representing a turnover share of 42%
08/19/2025
Italy's Mediobanca gets ECB approval for Banca Generali deal
Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.
08/19/2025
FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice
The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale.
08/19/2025
Julius Baer to review fees for UK clients
Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.
08/19/2025
BCGE Group: Reasonable result thanks to strong business momentum
In view of the current interest rate environment In view of the current interest rate environment and the weaker economy
08/19/2025
Supporting the next generation through investment and philanthropy
He bundled different proprietary software aimed
08/18/2025
BNZ Private Bank investments: WealthNet upgrade
WealthNet provides online real-time access to all your investment and reporting in one convenient location.
08/18/2025
Costs of privately schooling next generation set to nearly double
With A-level results day approaching, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inflation on private school fees for the next generation.
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.
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.