09/01/2025
St James’s Place shares: More to come from this FTSE 100 wealth manager?
The firm beat expectations on funds under management, driven by better than expected inflows and supportive market conditions.
Wealth and Asset Management
09/01/2025
Nikko AM becomes Amova AM
Rebranding of Japan-based asset manager
09/01/2025
Amundi Expands Income Strategy Availability in Asia
The fund invests in the Amundi Funds Income Opportunities and aims to provide stable, long-term income through dynamic asset allocation and hedging across various asset classes and regions.
08/29/2025
Citi wealth boss Andy Sieg denies claims he threw tirades, made execs cry: ‘Not accurate’
“The quality of talent that has risen up inside Citi and joined our part of the business from outside has been phenomenal. So we’re moving ahead full speed.”
08/29/2025
LPL Financial Welcomes Concentric Wealth Management
They reported serving approximately $715 million in advisory, brokerage and retirement plan assets* and join LPL from Avantax by Cetera.
08/29/2025
Bank Frick generates net profit of CHF 4.5 million
In this challenging market environment, Bank Frick achieved a net profit of CHF 4.5 million.
08/29/2025
ARC finds only 18% of wealth firms considering private markets
Most UK wealth firms that have not invested in private markets are unlikely to start allocating in the next 18 months.
08/29/2025
Del Vecchio’s Billionaire Heir Gets €350 Million From Indosuez
Indosuez Wealth Management, a subsidiary of the French lender, provided €350 million ($408 million) to LMDV Capital “to support selective investments in the industrial and real estate sectors, enhancing its existing portfolio as well as develop
08/29/2025
SEI CEO plots wealth, private assets expansion
Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.
08/29/2025
UBS Advisor Daniel Green Named to the Forbes Top Next-Gen Wealth Advisors Best-in-State List
Daniel ranked #2 Next-Gen advisor in Tennessee by Forbes
08/29/2025
Van Lanschot Kempen: net profit of €67.8 million in H1 2025, with strong net AuM inflows of €4.6 billion
Total AuM increased by 1% to €150.6 billion (2024: €149.3 billion); €4.6 billion net inflow more than offset negative market performance of €3.3 billion
08/29/2025
New bank with positive business development
Half-year financial statements as of June 30, 2025
08/29/2025
275 Years of Rahn+Bodmer Co.: «Many Visitors Are Surprised by Us»
The institution was founded in 1750 as a silk trading house.
08/29/2025
Pictet announces first half 2025 results
The Pictet Group’s total equity and total capital ratio remain strong.
08/29/2025
Zürcher Kantonalbank once again achieves a very pleasing half-year result
The bank has strong capitalisation; the values are well above the regulatory minimum requirements
08/29/2025
acrevis Bank AG: Well underway in the first half of 2025
In addition to this continuous growth in business volume, future-oriented developments were successfully pursued – always with the goal of offering added value to its more than 57,000 clients.
08/29/2025
Schwyzer Kantonalbank Good half-year results in a volatile environment
The key interest rate reduction impacted earnings in the interest rate differential business, and the gross interest margin is at a significantly lower level compared to the previous period.
08/29/2025
AUM and asset flows update for the six months ended 30 June 2025
Evelyn Partners generated £3.7 billion of gross new assets in H1 2025, with AUM reaching an all-time high of £64.6 billion
08/28/2025
Wealthspire Advisors to Acquire Northern California-Based Marin Financial Advisors
The relationship-focused firm joins Wealthspire to preserve continuity and expand client support
08/28/2025
Altruist Welcomes Bone Fide Wealth, a $100M Millennial-Focused RIA, to Its Platform
Forward-thinking New York advisory firm chooses Altruist's modern custodian platform to enhance client experience and empower the next generation of investors