Managers of Wealth

UBS Expands Wealth Front Office in Hong Kong

In the role, he reports to Adeline Chien, head wealth management Hong Kong Domestic and South East Asia Hong Kong.

VZ Group increases earnings by 9.9 percent

In the first half of the year, the balance sheet grew by around CHF 500 million, from CHF 7.5 billion to CHF 8.0 billion.

Glarner Kantonalbank reports half-year profit of CHF 9.4 million

Glarus Cantonal Bank looks back on a solid first half of 2025.

Permira ramps up efforts to find Evelyn Partners buyer - reports

Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.

UBS Global Wealth Management empowers next generation of female leaders in Jersey

Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.

Franklin Templeton Eyes Private Banking Growth in Asia with Private Markets Focus

The firm has expanded its private markets platform through acquisitions

Tweed Wealth Management expands sports division with London launch

The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.

Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning

Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.

Staying invested remains a strategic lever

American exceptionalism continues to hold its ground amid macroeconomic uncertainty.

IFA consolidator Absolute Financial Group launches with Inflexion backing

Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.

MSCI Forges Strategic Collaboration with PNC Bank to Expand Personalized Wealth Management

MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution.

Citi Continues Global Roll Out and Enhancements to CitiDirect® Commercial Banking Platform

Since 2023, the platform has continued to evolve to meet the needs of clients and to integrate additional enhancements.

Bank CLER Half-Year Report 2025

This result is attributable to an increase in operating income, particularly from the mortgage, deposit, securities, and investment business.

Thurgauer Kantonalbank is doing well

The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.

BKB Group: Half-year financial statements 2025 with continued healthy earnings growth

This strong result was driven by the increase in clients related to the launch of the free basic offering and the forward-looking management of the balance sheet structure.

Aargauische Kantonalbank Half-year results 2025

AKB benefited from strong growth in its customer volumes in the first half of 2025.

Managing cash flows in a fragmented world

Companies are currently navigating with limited visibility, trying to find new reference points in the murk.

Deutsche Bank leads EU Banks in implementing China’s new foreign currency liberalisation framework

Bank fully implements China's new cross-border foreign currency framework. This offers multinational clients faster processing, reduced costs, and efficient compliance.

The return of the gold bugs

Yet despite ongoing attempts to reshape global trade – and even talk of a renewed gold arbitrage - prices have been flatlining for several months now.

Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division

North Canton, Ohio-based team adds $481 million in assets to Steward Partners

1
2
3
…
26
27
28
29
30
31
32
33
34
35
36
…
1582
1583
1584

Wealth and Asset Management