07/17/2025
Mirabaud’s Aeshlimann embraces client evolution amid targeted growth plans
Mirabaud Group senior managing director Lionel Aeschlimann details his growth plans including the digitalisation of the wealth management business
Wealth and Asset Management
07/17/2025
Octopus team sets up sustainability firm Groundswell
Supporting asset management and private market companies move from a siloed sustainability function to an integrated capability
07/16/2025
Building Wealth And Protecting It For Business Owners And High Earners
These stories aren’t just headlines—they’re real, painful reminders of why financial literacy and constant oversight matter at every stage of the wealth lifecycle —from accumulation to preservation to transfer.
07/16/2025
Zuger Kantonalbank presents successful half-year results 2025
This growth was evident across all business areas and underscores the bank's broad-based profitability.
07/16/2025
Signa proceedings: Charges against René Benko for fraudulent bankruptcy
Charges of fraudulent bankruptcy on facts from the insolvency proceedings of René Benko
07/16/2025
Sneha Shah: The wealth community in a digital-first world
The recipients of this influx of wealth are primarily millennials and Gen Z
07/16/2025
Atlas acquires RIA firm Central Wealth Management
As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas
07/16/2025
Partners Group reports solid AuM development in H1 and reconfirms full-year guidance
On the client side, we saw solid demand, despite a broadly muted fundraising environment.
07/16/2025
Nature-positive investments gain traction
The private sector is providing some leadership, successfully turning nature-based challenges into business and investment opportunities.
07/16/2025
Morgan Stanley profits rise 15% as wealth and trading divisions shine
Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter
07/16/2025
Private banks reserve semi-liquids for wealthier clients
Alts selectors are under no illusions that liquidity is guaranteed in evergreen private markets funds.
07/16/2025
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
The funding comes as Eton Solutions experiences rapid growth.
07/15/2025
Quants and the Future of Wealth Management and Financial Advice
Advisors increasingly need to address multiple, sometimes competing financial goals across retirement planning, liquidity needs, and legacy aspirations.
07/15/2025
New Chapter for Taiwanese Wealth Management
The initiative is part of a broader strategy to enhance Taiwan’s global standing as a regional wealth management center and to nurture homegrown financial expertise.
07/15/2025
Willow Bend Wealth Management, a $300 million Texas Practice Joins Merritt Point Wealth Advisors
This partnership marks a key milestone in Merritt Point’s continued expansion and long-term commitment to supporting elite independent financial advisors across the country.
07/15/2025
UK private banker Coutts ‘tilted towards risk’
The bank opted for US and Japanese stocks and styed the course as markets swung wildly.
07/15/2025
Asia and the Middle East both see significant growth in 2024 of HNW international life insurance new business sales
The study shows that HNW international life insurance new business sales in Asia grew by 6% to £7.8 billion in 2024, up from £7.4 billion in 2023.
07/15/2025
Zuger Kantonalbank presents successful half-year results 2025
This growth was evident across all business areas and underscores the bank's broad-based profitability.
07/15/2025
SJP to implement new charging structure next month
The move appeared to have been prompted by the Financial Conduct Authority’s increased focus on fair value for customers as part of its Consumer Duty work.
07/15/2025
Celebrating its 20th anniversary: Fondation Lombard Odier launches funding programme for international environmental projects
Building on two decades of experience in targeted project funding, from 2025 the foundation will support international initiatives that combine climate protection with tangible social benefits.