Managers of Wealth

Presentation of the 2024 full-year results for the Julius Baer Group

Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities

DeepSeek will have ‘deeper implications’, says BNP investment chief

BNP Paribas Wealth Management CIO Edmund Shing expected an AI-related correction, but perhaps not this early.

Jonathane Ricci and JR Wealth Management Introduce Values-Based Legacy Planning Service

Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.

Investec Bank launches new electronic trading platform

ZebrA-X will provide clients with access to a comprehensive suite of benchmark, liquidity-seeking algorithms, underpinned by Investec’s consultative execution team, connecting with a range of liquidity providers and venues.

Luzerner Kantonalbank annual result 2024

Thanks to growth in customer business and active interest rate management measures

Renaissance for real estate as an asset class

Where once only the wealthiest institutions or individuals could easily invest in prime global properties, the real estate landscape is changing.

2025 Private Markets Outlook: Insights for U.S. Wealth Advisors

As a result, private equity continues to attract investors seeking higher returns and diversification.

St James’s Place sees £4.3bn of net inflows amid ‘successful year’

Gross inflows stood at £18.4bn, compared with £15.4bn in 2023

JTC’s Global Expertise Recognised at Citywealth IFC Awards

In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.

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.

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.

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.

Zurich asset manager joins SSI Group

Huber & Partner is joining the asset manager SSI Group.

Cinerius-backed SSI Group buys Zurich IAM

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

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.

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.

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Wealth and Asset Management