Managers of Wealth

Swiss equities in focus

They discuss how Q1 saw large inflows into the market

UK inheritance tax reforms: why family governance is key to business succession

The Budget included the announcement that 100% BPR and APR will be capped to the first GBP 1 million of combined agricultural and business assets for every person or pre-existing trust from 6 April 2026.

Bellevue strengthens sales team in Germany

She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.

Commerzbank with record figures in the first half of the year

Targets for 2025 raised

ABN AMRO posts net profit of EUR 606 million in Q2 2025

Solid financial performance: Net profit EUR 606 million and return on equity 9.4%

$76bn wealth manager pursuing take-private sale: Sources

AlTi Global, which has two Swiss offices, has retained JP Morgan to serve as its financial adviser.

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.

Commonwealth Private launches self-directed investment offering with J.P. Morgan

Private Wealth Advantage brings together deep local expertise from CBA’s Private Bank and global insights from J.P. Morgan Asset Management.

HSBC US Head of Wealth and Private Banking Racquel Oden Named to 2025 Forbes 50 Over 50 List of Visionary Women

Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams.

Global equity markets may face challenges over the summer months

Beyond near-term ideas in equity income, quality stocks, and structured strategies, we explore the potential long-term merits of a systematic strategy for phasing into markets.

Ex-Credit Suisse private bank exec launches Vaud advisory firm

Marc-Antoine Loude has launched Evolvys, following a stint as head of executives and entrepreneurs within French-speaking Switzerland at Credit Suisse.

Janney Named Official Wealth Management Partner of the Philadelphia Eagles

A Partnership Built on Shared Values of Excellence, Teamwork, and Results

Deutsche Bank chief approved controversial trade he was later asked to probe

Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.

HSBC Hong Kong desk head joins JP Morgan Private Bank

The 12 year HSBC veteran has moved over to the US bank in Hong Kong.

Wealth Enhancement Announces Acquisition of Manwaring Wealth Management, an Independent RIA with Over $164 Million in Client Assets

This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.

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Wealth and Asset Management