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Wealth and Asset Management

04/30/2025

SCB Julius Baer Celebrates Consecutive Wins in International Wealth Management Excellence, Reaffirming Leadership in Thailand

For the third consecutive year (2022-2024), the firm has been recognized by Asian Private Banker, a leading wealth management information and solution provider in Asia, and Euromoney, a renowned financial magazine in Europe.

04/30/2025

Ticino private bank records decline in profits

The bank's results were primarily impacted by the more expansionary monetary policy of major central banks, which led to a narrowing of interest margins

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.

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