04/22/2025
UBS enters into an exclusive strategic collaboration with 360 ONE WAM on wealth management in India and international markets
Strategic collaboration will enhance the wealth management solutions available to global Indian clients
Wealth and Asset Management
04/22/2025
Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer
The combined company will thus be strengthened for a new chapter of focused, profitable growth.
04/22/2025
Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG
In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.
04/22/2025
SNB: After a decent first quarter, things are getting rough
UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.
04/22/2025
Unlocking the power of unified managed households (UMH)
The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.
04/22/2025
Shackleton acquires asset management business from Irwin Mitchell
The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.
04/22/2025
Hargreaves Lansdown co-founder returns to board after £5.4bn takeover
The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.
04/22/2025
Generali and Partners Group launch private credit secondaries fund
The firms are tapping into the ‘rapidly expanding’ credit secondaries market.
04/22/2025
Peapack Private Bank & Trust Now Open in NYC
This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.
04/17/2025
Söderberg & Partners invests in four more UK IFA firms
The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’
04/17/2025
Wealthy families embrace systemic rethink to impact investing
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
04/17/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish
The survey explored investor views on sector opportunities for the second quarter of 2025
04/17/2025
Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team
The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.
04/17/2025
UBS Loses Crown as Most Valuable Continental European Bank
The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.
04/17/2025
Manulife Wealth introduces Unified Managed Account Program
The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.
04/17/2025
South Africa: Unlock the power of connected wealth with Nedbank Private Wealth
Connected Wealth is ultimately about ensuring that wealth serves a greater purpose
04/17/2025
UBS executives: Wealth ‘referral awards’ don’t work
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
04/16/2025
Julius Baer Manager Leads New British Asset Manager in Geneva
The new asset manager is set to start operations in early 2025, upon its license approval by Finma.
04/16/2025
Citi wealth says 'strategy is working' as net new assets surge
The division reported a 489% surge in its new investment assets in the fourth quarter.
04/16/2025
Five Arrows announces final close for sixth secondaries fund at €2 billion, materially surpassing its target
This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.