Managers of Wealth

Crisis Is His «Business»

The strategy is characterized by targeted management of interest rate and credit risks, with lower volatility than traditional corporate bond portfolios.

Making wealth management accessible with Skybound Wealth

CEO, Mike Coady on the benefits of tailored, cross-border financial advice for expats

Bergos inks private equity deal with US asset manager

Zurich-based Bergos forms partnership with Neuberger Berman to provide open-ended private equity vehicles.

Northern Trust Declares Quarterly Dividends on Common and Preferred Stock

Northern Trust Corporation also declared cash dividends of $2,300 per share of its Series D non-cumulative perpetual preferred stock (resulting in a distribution of $23.00 per depositary share)

Why Most Wealth Managers Fail To Attract The Ultra-Wealthy

Although there are successful methods, such as Ultimate Rainmaker, few wealth managers are willing to invest the necessary effort to master the process.

Private Equity Competition for RIAs on the Rise

Private equity, minority investments, and private credit offer additional options for growth-oriented RIAs

Big Bank Regulation: UBS and its Lost Influence

They represent a setback for UBS – despite intensive lobbying in Bern.

New fears spread among Swiss banks

It is a cumbersome word that is currently making the rounds in the technology departments of Swiss banks: operational resilience.

Stablecoins: The new generation of financial infrastructure

The vast growth in stablecoins highlights their evolving role as financial infrastructure.

City Asset Management chooses Third Financial as its platform partner

It has over £800 million in assets under management, which will transfer to Third Financial under an initial five-year partnership.

Vontobel delivers solid results in a challenging market environment

The firm is focussed on its strategic priorities and is well positioned to achieve its targets.

Bellevue Group reports a balanced result of CHF 0.2 million – Healthcare sector with promising potential – further performance improvements

Due to market conditions, client assets under management declined by 16%, or approximately CHF 940 million, to CHF 4.8 billion during the reporting period.

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Wealth and Asset Management

Crisis Is His «Business»

Making wealth management accessible with Skybound Wealth

Bergos inks private equity deal with US asset manager

Northern Trust Declares Quarterly Dividends on Common and Preferred Stock

Why Most Wealth Managers Fail To Attract The Ultra-Wealthy

Private Equity Competition for RIAs on the Rise

Big Bank Regulation: UBS and its Lost Influence

New fears spread among Swiss banks

Stablecoins: The new generation of financial infrastructure

City Asset Management chooses Third Financial as its platform partner

Vontobel delivers solid results in a challenging market environment

Bellevue Group reports a balanced result of CHF 0.2 million – Healthcare sector with promising potential – further performance improvements

Leonteq publishes half-year 2025 results

Deutsche Bank more than doubles first half 2025 profit before tax to € 5.3 billion

BNP Paribas Group: Results as of 30 June 2025

Lazard Reports Second-Quarter And First-Half 2025 Results

SCB Julius Baer Highlights Asia Pacific as the Fastest-Growing Wealth Region Globally

Farrer & Co once again recognised in Chambers High Net Worth Guide

Morgan Stanley under probe for wealth management client vetting issues – report

New member announcement: Allfunds