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.
Wealth and Asset Management
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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.
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.
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
SEI CEO plots wealth, private assets expansion
Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.
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
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
New bank with positive business development
Half-year financial statements as of June 30, 2025
275 Years of Rahn+Bodmer Co.: «Many Visitors Are Surprised by Us»
The institution was founded in 1750 as a silk trading house.
Pictet announces first half 2025 results
The Pictet Group’s total equity and total capital ratio remain strong.
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
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.