02/12/2025
Swiss Life expands its investment business for private clients with the acquisition of ZWEI Wealth
With its open platform, ZWEI Wealth offers its customers the appropriate asset management from over 500 affiliated banks
Wealth and Asset Management
02/12/2025
St.Galler Kantonalbank on track
SGKB acquired CHF 3.1 billion in new managed assets (net new money).
02/12/2025
Eight Hightower Advisors Named to Forbes’ 2025 “Top Women Wealth Advisors Best-in-State” List
This prestigious ranking highlights the top female advisors in the nation, who collectively manage more than $12.7 billion in assets as of September 30, 2024.
02/12/2025
Evelyn Partners Group Limited Trading update for the three months ended 31 December 2024
Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high.
02/12/2025
Deutsche Bank wins multiple Bond House of the Year titles
Bank won Euro Bond, Reverse Yankee Bond, Swiss Franc Bond and Asia High-Yield Bond House of the Year at the IFR 2024 Awards
02/12/2025
Bluespring Wealth buys Kentucky’s Reliant Wealth Planning
The acquisition adds over $560m in assets under management to Bluespring's portfolio.
02/12/2025
Jupiter announces its first active ETF for global government bonds
Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.
02/12/2025
UK’s wealth exodus to continue as token tax tweak falls flat: deVere
deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.
02/12/2025
Brookfield Asset Management Announces Record 2024 Results and 15% Dividend Increase
Quarterly Fee-Related Earnings up 17% Year-Over-Year to a Record $677 Million
02/12/2025
APEX Global regulatory update Q4 2024
In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.
02/11/2025
BlackRock sees opportunity in european credit
Despite sluggish growth, the Euro Area remains resilient.
02/11/2025
Wealthy Brits more likely to attribute wealth to investing in markets than property, according to Brown Shipley survey
35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments
02/11/2025
If You Build It, They Will Come: Winning Content Strategies For Wealth Managers
Wealth managers who deliver high-quality, client-centric content won’t just stand out in a competitive market—they’ll build lasting relationships with clients.
02/11/2025
The looming advisor shortage in US wealth management
Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.
02/11/2025
St James’s Place dethrones Fundsmith as UK’s largest fund
SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.
02/11/2025
Migros Bank accepts setback in interest business
Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.
02/11/2025
UBS CEO Reiterates Focus on Cost Cuts in US Wealth
The comments came as UBS’s headcount in the Americas
02/11/2025
Liechtenstein IAM backs ‘excellent opportunities’ in European stocks
Bruno Verstraete believes the perception of European economic weakness and the exceptionalism of the US appears to be shifting.
02/11/2025
Pictet announces full-year results for 2024
Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.
02/11/2025
Geology and pipelines set limits on Trump’s ‘drill, baby drill’
The Trump administration is promoting US fossil fuel production by reducing environmental regulations, accelerating drilling permits and opening up federal land for oil and gas extraction.