Managers of Wealth

Bank of Singapore's Hong Kong market head exits

The market head joined in 2018.

JTC and UBP Reach Agreement on JTC’s Proposed Acquisition of Kleinwort Hambros Trust Company Limited in the Channel Islands and the UK

In addition, KHT also provides offshore share scheme and pension scheme administration services to several high-quality global corporate clients, which enhances and supports JTC’s leading Employer Solutions service offering.

JTC and UBP reach agreement on JTC’s proposed acquisition of Kleinwort Hambros Trust Company Limited in the Channel Islands and the UK

The acquisition is subject to regulatory approvals and standard closing conditions.

GKB on track: Half-year results confirm expectations

The half-year results confirm the outlook for the 2025 fiscal year, with a consolidated profit of between CHF 210 and 230 million.

Janus Henderson-CEO: «Success in Switzerland Resonates Globally»

The key is that this strategy wasn’t developed in an ivory tower.

How Julius Baer runs discretionary mandate sales

Head of CIO office sales Beyazit Guzelyagdoken explains his first steps in a new role at the private banking group.

Ironbark AM fires up $225m raising for wealth M&A blitz

A teaser, seen by Street Talk, said Ironbark is looking to raise $225 million in primary and secondary capital from a long-term strategic partner with the guts to back its next phase of growth.

Investors put off by complicated wealth management tools

Two thirds of UK investors believe not enough people invest due to being unable to use complicated wealth management tools, according to research from wealth management platform Stratiphy.

Rathbones’ Asia and EM funds to launch by year end

Firm hired three fund managers in March

Brookfield Oaktree recruits from BlackRock for Greater China head role

Based in Hong Kong, the new hire will oversee the overall development of private wealth services in Greater China.

Nomura Reports First Quarter Financial Results

Global Markets net revenue stronger QoQ while Investment Banking net revenue was at highest level for Q1 since FY2016/17 when comparisons possible

Coutts: Q2 earnings season preview – modest expectations set the stage

Trade policy uncertainty has lowered the bar coming into this earnings season. But a resilient US economy and ongoing adoption of artificial intelligence (AI) could allow earnings to surprise on the upside.

Lido Advisors to Partner with Olympus Wealth Management

Salt Lake City-Based RIA Serves HNW & UHNW Business Owners & Families with Over $850M in RAUM

Oberon Investments Group Results for the year ended 31 March 2025

Record revenues, strong growth into the new year, underpinned by investment in new teams and systems

Nearly two out of five savers plan to switch more cash into fixed rate accounts

Savers plan to transfer an average £15,800 into fixed rates.

BIL Suisse’s profits bounce back

A decrease in operating expenses and improved results from interest operations boosted the Swiss division of Banque Internationale à Luxembourg.

UBS's second-quarter 2025 results

UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn

UBS Switzerland Feels the Pinch as Interest Income Slides

That represents a drop in profitability as revenues fell 8 percent year-on-year, largely due to lower net interest income.

AE Wealth Management Achieves $40 Billion in AUM Milestone

This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.

Banca Generali: 1H 2025 Financial Results

This confirms the resilience and sustainability of our business model based on the quality of our bankers, which is being further reinforced through the expansion of our solutions.

1
2
3
…
32
33
34
35
36
37
38
39
40
41
42
…
1582
1583
1584

Wealth and Asset Management