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Wealth and Asset Management

08/19/2025

Apollo lists 5 evergreen private funds on iCapital Marketplace

iCapital has expanded its partnership with Apollo to bring more private market funds to wealth managers.

08/19/2025

Swiss Structured Product Industry Report Q2 2025

In Q2 2025 the total turnover of USD products amounted to CHF 24 bn, representing a turnover share of 42%

08/19/2025

Italy's Mediobanca gets ECB approval for Banca Generali deal

Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.

08/19/2025

FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale.

08/19/2025

Julius Baer to review fees for UK clients

Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.

08/19/2025

BCGE Group: Reasonable result thanks to strong business momentum

In view of the current interest rate environment In view of the current interest rate environment and the weaker economy

08/19/2025

Supporting the next generation through investment and philanthropy

He bundled different proprietary software aimed

08/18/2025

BNZ Private Bank investments: WealthNet upgrade

WealthNet provides online real-time access to all your investment and reporting in one convenient location.

08/18/2025

Costs of privately schooling next generation set to nearly double

With A-level results day approaching, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inflation on private school fees for the next generation.

08/18/2025

Flossbach von Storch wants to become more visible in Switzerland

Volume has never been our primary concern, neither in Switzerland nor in Germany, our home market, nor anywhere else.

08/18/2025

Titan Wealth losses rise to £44.7m as interest payments mount

The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.

08/18/2025

Standard Chartered has launched fourth VCC sub-fund

The fund seeks to capture the best ideas from PIMCO across the whole credit spectrum

08/18/2025

UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London

Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability

08/18/2025

Pictet AM's Olivier Monti: «The Future of Asset Management»

The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.

08/18/2025

Ex-EdR investment chief finds ‘freedom of choice’ at IAM

Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.

08/18/2025

AEK BANK: Significant increase in customer deposits and customer loans

The high demand for financing, especially in private residential construction

08/18/2025

Jonathan Sorrell becomes Rathbones CEO as Stockton steps down

Sorrell joins as the wealth firm tries to finish off the complex process of integrating Investec Wealth & Investment and get back to growth.

08/15/2025

Scotia Global Asset Management announces sub-adviser changes Français

There will be no change to the investment objectives of these funds as a result of these changes.

08/15/2025

UBS Expands Wealth Front Office in Hong Kong

In the role, he reports to Adeline Chien, head wealth management Hong Kong Domestic and South East Asia Hong Kong.

08/15/2025

VZ Group increases earnings by 9.9 percent

In the first half of the year, the balance sheet grew by around CHF 500 million, from CHF 7.5 billion to CHF 8.0 billion.

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