Managers of Wealth

Citigroup: Changing the Game

The Business of Sports

UBS Lobbying Seen as Counterproductive

UBS’s confrontational stance in the dispute over the revision of capital market requirements is viewed in parliamentary circles as unhelpful.

VP Bank increases its annual profit to CHF 47 million

In the 2025 financial year, VP Bank implemented the strategic measures it had announced.

Private Banks Pivot To Serve The ‘Everyday Millionaire’

The data couldn’t be clearer; the fastest-expanding pool of new clients for wealth management is in the $1 million to $5 million band.

Management Consulting Firm Alvarez & Marsal Launches RIA

The new wealth management firm has assembled a team of 20 professionals from Citi, Greenway Wealth Management, Interactive Brokers and Fidelity, among others.

Aberdeen delivers annual profit beat boosted by interactive investor

Adjusted operating profit increased 3.5% to GBP264 million from GBP255 million, slightly ahead of GBP261 million consensus.

7IM strengthens advice arm with CPN deal

It also manages two OEIC funds with approximately £400m of assets under management via CPN Investment Management LLP.

Fidelity® Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program

New turnkey model portfolios offer exposure to private markets, available to eligible RIAs and broker-dealers through Envestnet

Walker Crips looks to grow business as PhillipCapital takeover completes

We are looking to expand headcount and to be in more geographies within the UK

UAE attracts global wealth as private banking enters new growth phase

Private banking enters new growth cycle as HNWIs bank on Mena region

Further recognition for Hawksford Private Client Services Head

With a formidable reputation both as a trustee and a director on complex trust structures, family offices and multinational companies, Darren’s career spans some 30 years – the last 20 of which have been spent in senior fiduciary services role

Van Lanschot Kempen launches second private equity fund focused on North America

Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.

J. Safra Sarasin Group completes the acquisition of majority stake in Saxo Bank

Daniel Belfer, CEO of Bank J. Safra Sarasin, will be appointed CEO of Saxo Bank.

BOV Asset Management funds deliver positive results in a volatile year

Global markets experienced significant ups and downs throughout the year. Nevertheless, both equity and bond markets finished 2025 in positive territory.

Raiffeisen Switzerland sells large portion of its Leonteq shares

Closure of the transaction is subject to regulatory approval and is expected no later than in the third quarter of 2026.

Annual results 2025 of the Swiss National Bank

This allows for a dividend payment of CHF 15 per share, which corresponds to the maximum amount stipulated by law, as well as a profit distribution to the federal government and the cantons totaling CHF 4 billion.

UBS plans to keep Ermotti on as CEO for longer, NZZ reports

Ermotti, who oversaw the Swiss bank's 2023 emergency takeover of Credit Suisse, is set to step down by the middle of 2027

7IM launches Amicus Wealth Management following merger

The merger follows 7IM’s acquisition of Amicus Wealth in December 2023.

Wealth firms double down on AI as Sowell and Guardian forge new tech alliances

Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.

A new wave of innovation in evergreen private credit funds: run-off and rolling vintage structures

Institutional investors dramatically scaled up their allocations, attracted by contractual cash flows, downside protection, and illiquidity premiums of 200–400 bps over public debt.

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Wealth and Asset Management