07/17/2025
Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas
The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.
Wealth and Asset Management
07/17/2025
KGI names wealth management leaders in Singapore
The Asian bank has made two senior hires in the Lion City.
07/17/2025
Building Bespoke Portfolios with Agility
They want guidance tailored to their needs, access to niche opportunities, and investment partnerships that adapt to change.
07/17/2025
Geneva wealth manager buys Singapore multi-family office
Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.
07/17/2025
UBP First half-year results 2025
Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion
07/17/2025
Hong Kong’s AUM grew 13% with 81% increase in fund inflows: SFC’s 2024 survey on asset and wealth management business
In particular, the AUM of private banking and private wealth management business grew 15% year-on-year to $10.4 trillion (US$1.3 trillion).
07/17/2025
BLKB achieves a solid operating result in the first half of 2025 and expects consistently high distributions
BLKB achieved a solid operating result in the first half of 2025.
07/17/2025
Saffery Trust expands global offering with UK trust and corporate services
This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.
07/17/2025
Man Group to acquire Bardin Hill
Based in New York City, Bardin Hill is an opportunistic and performing credit manager.
07/17/2025
Who are the top bosses in wealth management?
Seven senior leaders in the sector feature in FN’s Most Influential in European Finance 2025 list
07/17/2025
Utmost launches Summer 2025 edition of Navigator exploring the rise of alternative assets
The Technical Spotlight of the Summer 2025 edition explores the rise of alternative assets and private markets
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
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.