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Wealth and Asset Management

01/31/2025

MilleniumAssociates Enhances Its Global Advisory Board, Naming Neil Fatharly as Its Latest Member Amid Further Expansion Moves

The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.

01/31/2025

BankMed (Suisse) SA becomes Banque Des Monts Blancs

The years 2023 and 2024 marked a pivotal turning point for the bank, which underwent a comprehensive repositioning and restructuring.

01/31/2025

Postfinance, UBS, ZKB: The most important messages from the CEOs

The program of the 23rd "Vision Bank - Vision Financial Center Switzerland" forum on the topic of "Evolution of banking models" organized by "Finance and Economy" (FuW) was packed.

01/31/2025

Zurich asset manager joins SSI Group

Huber & Partner is joining the asset manager SSI Group.

01/31/2025

Cinerius-backed SSI Group buys Zurich IAM

SSI Group acquires Huber & Partner, bringing its assets under management to CHF 2.3bn.

01/31/2025

How Ultra-High Net Worth Individuals Manage Wealth Across Generations

To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.

01/31/2025

Danske Bank to become the first financial institution in the Nordic region to implement Aladdin Wealth™ into its personal customer investment services

Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.

01/31/2025

Fuel Ventures invests £4M in Prosper for AI wealth management

The investment round also attracted notable sports figures, including England cricket captains Ben Stokes and Jos Buttler, as well as Olympic and world champions Dame Jess Ennis-Hill & Dame Sarah Storey, among others.

01/31/2025

Wealth Management Firms Embrace Independence And Growth

Recent developments within the wealth management sector indicate significant shifts as firms restructure and expand to adapt to the needs of their clients.

01/31/2025

UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform

The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology

01/31/2025

Hamilton Lane: Infrastructure leads the way for allocation increases in 2025

Nearly half of wealth advisors plan to increase exposure to private infrastructure this year, according to a recent survey by Hamilton Lane.

01/31/2025

UBP profit rises 15% to CHF 257.4mn in 2024

UBP is headquartered in Geneva and specialises in wealth management for private and institutional clients.

01/31/2025

Nominations Open For 2025 Wealth Management Industry Awards

New submission categories celebrate innovation in AI, data management, estate planning, and more

01/31/2025

HSBC’s New Flagship Wealth Centre Is Elevating Financial Excellence In Malaysia

This state-of-the-art centre is set to redefine how Premier Elite customers manage their wealth, offering tailored financial solutions in an exclusive, inviting space.

01/31/2025

VP Bank event: Well equipped for highs and lows - Record pursuit on Mount Everest

On behalf of VP Bank, Felix Brill will provide an outlook on the economy and financial markets.

01/31/2025

Deutsche Bank reports 2024 profit before tax of € 5.3 billion and € 2.1 billion of proposed capital distributions to shareholders

Revenues grew by 4% year on year to € 30.1 billion, in line with guidance.

01/31/2025

Mark Andrews awarded 'Trustee of the Year' at Citywealth IFC Awards 2025

His strategic vision and innovative approach set a high standard, fostering a culture of excellence and growth within the team.

01/30/2025

Raymond James quarterly profit soars on capital market, wealth management strength

Bankers now expect global deal volumes to surpass $4 trillion this year, the highest in four years.

01/30/2025

Jersey Wins ‘IFC of the Year’ at 2025 Citywealth Awards

Now in their fourteenth year, the awards aim to recognise excellence amongst advisers and managers in the private wealth sector across major IFCs.

01/30/2025

Wealth management firm set to Prosper with new funding

London-based platform Prosper raises £4m in Fuel Ventures-led round and will launch private market investment offering

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