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Wealth and Asset Management

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.

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

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