Wealth and Asset Management

Wealth and Asset Management

New guide to wealth terminology aims to ‘counteract some of the BS’ for investors

August 4, 2025

The Ultra High Net Worth Institute recently unveiled its “Wealthesaurus”— a list of over 80 terms commonly used and abused in the wealth management business.

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Wealth and Asset Management

Praxis’ Private Wealth teams recognised in Chambers High Net Worth Guide 2025

August 1, 2025

The recognition is an independent endorsement of Praxis’ technical expertise and consistent client-first delivery.

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Wealth and Asset Management

Strategic partnerships at the heart of Eurobank’s wealth management transformation

August 1, 2025

These initiatives reflect Eurobank’s commitment to deepening client engagement, professionalizing portfolio solutions and enhancing both service quality and overall client experience.

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Wealth and Asset Management

CIC (Switzerland) achieves a net result of CHF 25.2 million – despite a tense macroeconomic environment

August 1, 2025

This weakening is due to a lower interest margin – a consequence of interest rate cuts and the tense situation on the Swiss money market. I

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Wealth and Asset Management

OCBC Group First Half 2025 Net Profit at S$3.70 billion

August 1, 2025

Interim dividend of 41 cents declared

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Wealth and Asset Management

7IM works with fintech Tikker – supporting advice firms with operational resilience

August 1, 2025

The time taken between making an adjustment and executing it could span multiple trading windows.

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Wealth and Asset Management

Where Do Switzerland's Private Bankers Celebrate August 1st?

August 1, 2025

According to the paper, Renaud de Planta and, more recently, Bertrand Demole have left Switzerland

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Wealth and Asset Management

Brookfield Infrastructure Partners

August 1, 2025

Brookfield Infrastructure Reports Solid Second Quarter 2025 Results

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Wealth and Asset Management

Societe Generale: Second quarter and first half 2025 results

August 1, 2025

For the first half of 2025, an interim dividend of EUR 0.611 per share will be paid on 9 October 2025

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Wealth and Asset Management

SJP claws back £85m after reviewing ongoing advice compensation

August 1, 2025

This came after reviewing new industry guidance around ongoing financial advice services, issued by the FCA in February 2025.

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Wealth and Asset Management

Rathbones’ Asia and EM funds to launch by year end

July 31, 2025

Firm hired three fund managers in March

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Wealth and Asset Management

Investors put off by complicated wealth management tools

July 31, 2025

Two thirds of UK investors believe not enough people invest due to being unable to use complicated wealth management tools, according to research from wealth management platform Stratiphy.

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