05/06/2025
Brookfield Asset Management Announces Record First Quarter Results
Closed $6 Billion in the First Quarter for Real Estate Flagship—Currently at $16 Billion; Now Set to Be Our Largest Real Estate Strategy
Wealth and Asset Management
05/05/2025
Julius Baer’s CEO Faces Herculean Task
That spirit extends to the ambitious transformation plan the new CEO has set for the Zurich-based wealth manager.
05/05/2025
Ranked: Countries With The Highest Income And Wealth Equality, 2025
While income inequality is commonly used to gauge inequality, it’s also important to consider consumption and wealth.
05/05/2025
NBO recognised by Euromoney for private banking & wealth management excellence
These awards underscore NBO’s commitment to delivering tailored financial solutions and comprehensive wealth management strategies
05/05/2025
Shaping Swiss private banking in Luxembourg
Julius Baer Europe, headquartered in Luxembourg, now offers its wealth management capabilities to residents of the grand duchy.
05/05/2025
Doha emerges as leading wealth destination
The report is the first of a three-part series looking at real estate markets in emerging wealth hubs in the GCC such as Riyadh and Jeddah.
05/05/2025
Santander announces the sale of 49% of Santander Polska to Erste Group Bank, and agrees strategic cooperation across CIB and payments
Santander Polska’s shares will trade ex-dividend on 12 May 2025.
05/02/2025
Private markets and wealth management: a growing connection
This momentum reflects a broader shift in investor behaviour, where diversification, stability, and return potential are central to portfolio strategies.
05/02/2025
Who owns the UK’s wealth managers?
Star manager Nick Train has bet big on the sector, while Norway’s sovereign wealth fund and Scottish group Baillie Gifford have stakes in wealth giant SJP
05/02/2025
Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
05/02/2025
Apollo Closes on $8.5 Billion for Accord+ Strategy, including $4.8 Billion for Second Vintage Fund
Brings Total Assets Raised Across Hybrid and Opportunistic Credit Business to $40 Billion
05/02/2025
Heavy Loss For Swiss Private Bank Reyl in 2024
This positive development was driven mainly by market performance, as the bank recorded net outflows of 823 million francs.
05/02/2025
Standard Chartered PLC –first quarter results
The subsequent imposition of trade tariffs has increased global economic and geopolitical complexity, and we remain watchful of the external environment.
05/02/2025
Hypo Vorarlberg in St.Gallen again achieves double-digit growth
Operating profit of CHF 6.8 million is significantly higher than the previous year and represents the best operating result in the history of Hypo St.Gallen.
05/02/2025
NatWest private bank profit jumps 133% in Q1
The profit spike coincides with the launch of a new online investment advice service for the private bank's clients.
05/02/2025
Banque Cramer & Cie : Sharp increase in results for 2023
This increase was due in particular to net new inflows from clients totalling CHF 398 million.
05/02/2025
Fidelius takes stake in IFA Vobis
Vobis has over £140m in assets under management
05/02/2025
Warren Buffett’s 10 Wealth-Building Principles
By studying his methods, everyday investors can apply these principles to their financial journeys.
05/02/2025
General Meeting of SGKB: All proposals of the Board of Directors approved
All proposals of the Board of Directors were approved.
05/02/2025
Franklin Templeton and Lexington launch $875m PE secondaries fund
The Luxembourg-based fund is launching a strategic move to expand private equity secondaries for international wealth investors, leveraging global demand.