Managers of Wealth

Carlyle CEO: Wealth is 'in our power zone'

Carlyle CEO Harvey Schwartz says he's been spending a lot of time with advisors to understand what they need so the firm can build the right solutions for them.

Ex-Credit Suisse yacht finance head launches new firm

Michel Buffat's new company, JetOcean Advisors, is based in canton Aargau.

Partners Group Welcomes White House Executive Order Advocating for Inclusion of Private Markets Investments in Defined Contribution Pension Funds

Retirement industry research has shown the potential positive impact of private markets exposure on a DC plan participant's retirement income.

RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors Best-In-State”

The ranking is based on interviews, professional credentials, advisor’s compliance records

Generali Group Consolidated Results as at 30 June 2025

We will build on this momentum, pursuing excellence in being a Lifetime Partner to our customers

UOB’s 1H25 operating profit up 3% YoY to S$4.0 billion

Underpinned by diversified customer franchise and resilient balance sheet

Objectway accelerates its growth path through an investment from Cinven

The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.

GAM Holding AG announces first half 2025 results

GAM reported an IFRS net loss after tax of CHF 40.7 million, which includes CHF 6.3m of reorganisation and other charges, and an underlying loss before tax of CHF 34.1 million.

DBS second-quarter profit before tax up 5% to SGD 3.39 billion, net profit rises 1% to SGD 2.82 billion

First-half total income and profit before tax reach new highs

How targeted support could be a new dawn for pension and wealth management

Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance

Progeny Group announces its results for the financial year ended 31 December 202

The Group satisfies both its Board and regulatory capital and liquidity requirements.

Jupiter launches fund range into Singapore

The asset manager's Asia head Madeline Han sees entering the Singapore retail market as way to boost and diversify inflows.

Valerie d'Argembeau on Long-Term Vision, Intentional Wealth Planning, and the Role of Communication

As a fifth-generation, family-owned institution, Bordier & Cie has long placed emphasis on helping families plan across decades, not just business cycles.

Quilter reports adjusted profit of £100 million and H1 2025 core net inflows of £4.5 billion representing 8% of opening AuMA (annualised)

Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.

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Wealth and Asset Management