Managers of Wealth

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

Despite a more challenging environment in the quarter, Deutsche Bank again delivered a post-tax RoTE of above 10%

BNP Paribas Group: Results as of 30 June 2025

The meeting was chaired by Jean Lemierre and the Board examined the Group’s results for the second quarter 2025.

Lazard Reports Second-Quarter And First-Half 2025 Results

For the first half of 2025, Lazard reported net revenue of $1,444 million and adjusted net revenue1 of $1,413 million.

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

A key finding is the significant impact of the longevity trend on life and financial planning, aligning with a shifting definition of luxury from material consumption to invaluable experiences.

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

The rankings are based on client feedback and in-depth analysis of the best law firms and lawyers in the UK and London.

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

The inquiry is examining the firm's client risk assessments and related practices from October 2021 to September 2024.

New member announcement: Allfunds

One of the world’s leading WealthTech platforms, providing a fully integrated ecosystem

7IM overhauls transfers as part of major platform transformation

7IM launches automated transfer process for new transfers, cutting times by up to 25% and reducing adviser admin as part of its multi-year platform transformation programme.

Netwealth targets the ultra-wealthy with new platform

It is said the platform will support wholesale investors with “advanced capabilities, exclusive branding and a differentiated service experience”, and is set to launch in the second half of 2025.

Standard Chartered: UAE leads key markets in HNW allocation to sustainable investments

UAE investors allocate the highest share of their portfolios to sustainable investments among eight markets surveyed globally for new report

EFG International Reports Record Half-Year Profit of CHF 221 Million

Net new assets² totalled CHF 5.4 billion, corresponding to an annualised growth rate of 6.5%, above EFG’s target range of 4-6%

Mirabaud builds cautious digital update to traditional business

Lionel Aeschlimann says the future of wealth management and of Mirabaud, the traditional bank which he runs, will be digital, personal and built to last

Women’s Wealth Alliance tackles misconceptions around financial planning roles

Only 36% of women outside the sector would consider financial planning

DBS Private Bank, Hamilton Lane offer customised private assets solution in Asia

Amid current market turbulence, investing in private assets can offer investors meaningful diversification and enhance portfolio resilience

Citi Targets Middle East Money With Push to Hire Private Bankers

James Holder, who assumed leadership of the unit’s Middle East operations this year, said in an interview that he aims to recruit private bankers to serve territories including Dubai, Saudi Arabia and Abu Dhabi.

Standard Chartered reveals growing appetite for transition investing in latest Sustainable Banking Report

Data highlighted that interest in transition investing alongside sustainable investing more generally is overwhelmingly high at 87% and 83% respectively.

High-net-worth customers at banks surge amid popularity of wealth management

The development is explained by the surging popularity of private banking services provided by the lenders.

Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service’ in the Middle East

This collaboration will launch the Middle East’s first “Family Office as a Service” platform, combining Asas Capital’s regional expertise with Eton’s cutting-edge ERP technology to transform wealth management for ultra-high n

Goldman Sachs to Launch Private Credit Collective Investment Trust for the Defined Contribution Market

New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series

Report: Echelon records Q2 record for wealth management M&A

The RIA investment bank logged 102 announced deals in the wealth management space during this year's second quarter.

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Wealth and Asset Management