Managers of Wealth

Hypo Vorarlberg in St.Gallen again achieves double-digit growth

Operating profit of CHF 6.8 million is significantly higher than the previous year and represents the best operating result in the history of Hypo St.Gallen.

NatWest private bank profit jumps 133% in Q1

The profit spike coincides with the launch of a new online investment advice service for the private bank's clients.

Banque Cramer & Cie : Sharp increase in results for 2023

This increase was due in particular to net new inflows from clients totalling CHF 398 million.

Fidelius takes stake in IFA Vobis

Vobis has over £140m in assets under management

Warren Buffett’s 10 Wealth-Building Principles

By studying his methods, everyday investors can apply these principles to their financial journeys.

General Meeting of SGKB: All proposals of the Board of Directors approved

All proposals of the Board of Directors were approved.

Franklin Templeton and Lexington launch $875m PE secondaries fund

The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.

Basel boss signals 'Swiss finish' to capital rules is not unfair on UBS

UBS has estimated it could need $40 billion in additional capital compared to where it stood before the emergency takeover of its former rival.

B. Riley Discloses Finra Exam of Wealth Management Business

Depending on what’s uncovered, these exams sometimes lead to sanctions or fines, but the existence of a probe doesn’t necessarily mean there’s been any wrongdoing.

Wealth team launches KRM Investment Counsel

A high-net-worth advisory group leaves Wintrust to embrace independence.

Ex-Credit Suisse duo launch AI insurance app

Roman Loosli and Lucas Widmar have launched an app that uses AI to cut insurance adviser costs.

Hoxton Wealth sets out financial planning strategies for global expats in Qatar

When surveyed at the event, 57% of attendees said that their financial priority for being in Qatar was to accumulate wealth

Wealth manager Stanhope Capital expands into Middle East

Stanhope partners with Gulf International Bank to offer wealth advisory across region

Schroders assets under management hit by China outflows

The net outflow is entirely due to GBP8.5 billion in net outflows from joint ventures and associates, which Schroders says reflects money market outflows in China.

UBS Americas Advisor Base Drops Amid U.S. Wealth Restructuring

UBS reports an advisor headcount slip of 1.4% since the end of last year, but says it expected attrition and signals a “robust” recruiting pipeline.

BNP Paribas signs a new multi-year partnership agreement with IBM Cloud

This partnership has helped the bank to build a trusted and resilient technological infrastructure to support its digital transformation.

Santander increases profit by 19% to €3,402 million and earnings per share by 26% in Q1, reaffirms 2025 targets

In addition, the bank added nine million new customers with the total number of customers the group serves reaching 175 million customers.

UBS's first-quarter 2025 results

UBS reports 1Q25 net profit of USD 1.7bn with 6.2trn invested assets, demonstrating franchise strength and executing integration at pace

Deutsche Bank recognised for excellence in corporate banking in Asia Pacific

The bank sweeps several awards for its exceptional corporate banking services across the region at The Asset Triple A Treasurise Awards 2025

Amundi clocks €31bn in Q1 inflows with UK expansion a key driver

French asset management giant now has assets under management of €2.2tn, a new record for the company.

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Wealth and Asset Management