Managers of Wealth

Citi Continues Global Roll Out and Enhancements to CitiDirect® Commercial Banking Platform

Since 2023, the platform has continued to evolve to meet the needs of clients and to integrate additional enhancements.

Bank CLER Half-Year Report 2025

This result is attributable to an increase in operating income, particularly from the mortgage, deposit, securities, and investment business.

Thurgauer Kantonalbank is doing well

The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.

BKB Group: Half-year financial statements 2025 with continued healthy earnings growth

This strong result was driven by the increase in clients related to the launch of the free basic offering and the forward-looking management of the balance sheet structure.

Aargauische Kantonalbank Half-year results 2025

AKB benefited from strong growth in its customer volumes in the first half of 2025.

Managing cash flows in a fragmented world

Companies are currently navigating with limited visibility, trying to find new reference points in the murk.

Deutsche Bank leads EU Banks in implementing China’s new foreign currency liberalisation framework

Bank fully implements China's new cross-border foreign currency framework. This offers multinational clients faster processing, reduced costs, and efficient compliance.

The return of the gold bugs

Yet despite ongoing attempts to reshape global trade – and even talk of a renewed gold arbitrage - prices have been flatlining for several months now.

Steward Partners Acquires Longbridge Wealth Advisors, Further Scaling Its Legacy Division

North Canton, Ohio-based team adds $481 million in assets to Steward Partners

Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires

German lender plots more hires as it looks to expand ultra high net worth team

St.Galler Kantonalbank increases profit in the first half of the year

Customer loans increased by 1.1% to CHF 34.1 billion in the first half of the year.

BEKB asserts itself as a successful bank in a challenging market environment

Lending continues to be risk-conscious and responsible.

HSBC launches wealth academy in Malaysia

The academy complements HSBC’s expanding wealth management presence in Malaysia.

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

Quilter retains signatory status to the UK Stewardship Code

The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.

Swiss National Bank publishes banknote designs

In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.

Zoe Wealth Platform Aims to Revolutionize RIA Workflows With First Actionable Salesforce Integration

This update brings advisor workflows and real-time account data from the Zoe Wealth Platform directly into the Salesforce CRM.

Backing Britain’s entrepreneurs: our UK CEO, Mark Goddard, on the next generation of wealth creators

The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.

Citigroup names new co-head of mergers and acquisitions from JPMorgan

Guillermo Baygual will work alongside Drago Rajkovic, another ex-JPMorgan executive who joined Citigroup in June, an internal memo said.

Utmost Wealth Solutions: HY 2025 Trading Update

Utmost Wealth Solutions records £5.3bn in gross inflows, grows AUA to £107.1bn and extends its market leading position in HY 2025

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Wealth and Asset Management