05/01/2025
Wealth team launches KRM Investment Counsel
A high-net-worth advisory group leaves Wintrust to embrace independence.
Wealth and Asset Management
05/01/2025
Ex-Credit Suisse duo launch AI insurance app
Roman Loosli and Lucas Widmar have launched an app that uses AI to cut insurance adviser costs.
05/01/2025
Hoxton Wealth sets out financial planning strategies for global expats in Qatar
When surveyed at the event, 57% of attendees said that their financial priority for being in Qatar was to accumulate wealth
05/01/2025
Wealth manager Stanhope Capital expands into Middle East
Stanhope partners with Gulf International Bank to offer wealth advisory across region
05/01/2025
Schroders assets under management hit by China outflows
The net outflow is entirely due to GBP8.5 billion in net outflows from joint ventures and associates, which Schroders says reflects money market outflows in China.
05/01/2025
UBS Americas Advisor Base Drops Amid U.S. Wealth Restructuring
UBS reports an advisor headcount slip of 1.4% since the end of last year, but says it expected attrition and signals a “robust” recruiting pipeline.
05/01/2025
BNP Paribas signs a new multi-year partnership agreement with IBM Cloud
This partnership has helped the bank to build a trusted and resilient technological infrastructure to support its digital transformation.
05/01/2025
Santander increases profit by 19% to €3,402 million and earnings per share by 26% in Q1, reaffirms 2025 targets
In addition, the bank added nine million new customers with the total number of customers the group serves reaching 175 million customers.
04/30/2025
UBS's first-quarter 2025 results
UBS reports 1Q25 net profit of USD 1.7bn with 6.2trn invested assets, demonstrating franchise strength and executing integration at pace
04/30/2025
Deutsche Bank recognised for excellence in corporate banking in Asia Pacific
The bank sweeps several awards for its exceptional corporate banking services across the region at The Asset Triple A Treasurise Awards 2025
04/30/2025
Amundi clocks €31bn in Q1 inflows with UK expansion a key driver
French asset management giant now has assets under management of €2.2tn, a new record for the company.
04/30/2025
GIB Group, Stanhope team up to offer wealth advisory across GCC region
This collaboration aims to offer institutional and eligible private clients a full spectrum of services.
04/30/2025
SCB Julius Baer Celebrates Consecutive Wins in International Wealth Management Excellence, Reaffirming Leadership in Thailand
For the third consecutive year (2022-2024), the firm has been recognized by Asian Private Banker, a leading wealth management information and solution provider in Asia, and Euromoney, a renowned financial magazine in Europe.
04/30/2025
Ticino private bank records decline in profits
The bank's results were primarily impacted by the more expansionary monetary policy of major central banks, which led to a narrowing of interest margins
04/30/2025
Alternatives group acquires stake in global wealth manager
Middle Eastern investment manager Lunate has acquired a stake in Azura Partners, which will redomicile to Abu Dhabi.
04/30/2025
CaixaBank earns €1.47 billion in the first quarter, up 6.9% in comparable terms
The company has begun to roll out its new strategic plan, focused on ramping up growth and transforming and investing in the business.
04/30/2025
NBK Wealth receives three prestigious awards from Euromoney Private Banking Awards 2025
Kuwait's Best Private Bank Kuwait’s Best for UHNW Clients … and Kuwait’s Best in Digital Solutions
04/30/2025
FCA: ‘not the right time to extend SDR to wealth management’
It comes after the FCA announced in February it would further delay its decision on portfolio management.
04/30/2025
Cracks emerge in wealth managers’ investment case
It remains to be seen whether trading fees and cash interest can overcome regulatory scrutiny and a price war
04/30/2025
UBS, Barclays and SocGen reap trading windfall from market turmoil
Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy