Vontobel 9-month 2025 trading update
Assets under management increased to CHF 239.7 billion at the end of September 2025 from CHF 229.1 billion at year-end 2024.
Wealth and Asset Management
15471 articles found
Vontobel agrees to sell cosmofunding to Zürcher Kantonalbank
The transaction is expected to close in the first quarter of 2026, with no disruption to clients during the transition.
Aberdeen to increase its stake in Tritax to 100% in 2029
A number of new partners of Tritax Management are also being appointed to prepare for a smooth succession.
Societe Generale Results at 30 September 2025
Completion of the EUR 1bn additional share buy-back programme on 14 October 2025
LPL Losing Nearly $1B in Commonwealth Assets to Rival B/Ds
Cetera, Osaic and Raymond James announce advisors joining from Commonwealth this week as LPL is set to give an update on its quarterly earnings call on Thursday.
UBS Announces Cash Tender Offers for Debt Securities
Capitalized terms used and not otherwise defined in this announcement have the meanings given in the Offer to Purchase.
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies
Highvern named on eprivateclient Top Trust Companies 2025 list
The Top Trust Companies list is compiled following a comprehensive survey of over 100 leading private wealth service providers worldwide, making this recognition a true testament to the strength and dedication of our team.
Evelyn sets £3.5k minimum annual fee for new smaller bespoke clients
The fee of £875 per quarter will be applied to Evelyn bespoke clients with less than £350,000 to invest.
€2 million net worth seen as wealth benchmark in Luxembourg
Family wealth and property are perceived keys to prosperity and younger residents fear pension shortfall, survey indicates
Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication
Datos recognizes Broadridge’s Wealth InFocus, deployed with LPL Financial, as a technological breakthrough for deeper client relationships and accelerated digital adoption in wealth management
Net Positive Consortium in Wealth Management Wins Industry Award, Expands Resources, and Welcomes New Strategic Partner
The Consortium was honored with the WealthManagement.com Industry Award for Corporate Social Responsibility, standing out among an impressive field of nominees.