04/22/2025
Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer
The combined company will thus be strengthened for a new chapter of focused, profitable growth.
Wealth and Asset Management
04/22/2025
Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG
In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.
04/22/2025
SNB: After a decent first quarter, things are getting rough
UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.
04/22/2025
Unlocking the power of unified managed households (UMH)
The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.
04/22/2025
Shackleton acquires asset management business from Irwin Mitchell
The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.
04/22/2025
Hargreaves Lansdown co-founder returns to board after £5.4bn takeover
The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.
04/22/2025
Generali and Partners Group launch private credit secondaries fund
The firms are tapping into the ‘rapidly expanding’ credit secondaries market.
04/22/2025
Peapack Private Bank & Trust Now Open in NYC
This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.
04/17/2025
Söderberg & Partners invests in four more UK IFA firms
The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’
04/17/2025
Wealthy families embrace systemic rethink to impact investing
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
04/17/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish
The survey explored investor views on sector opportunities for the second quarter of 2025
04/17/2025
Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team
The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.
04/17/2025
UBS Loses Crown as Most Valuable Continental European Bank
The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.
04/17/2025
Manulife Wealth introduces Unified Managed Account Program
The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.
04/17/2025
South Africa: Unlock the power of connected wealth with Nedbank Private Wealth
Connected Wealth is ultimately about ensuring that wealth serves a greater purpose
04/17/2025
UBS executives: Wealth ‘referral awards’ don’t work
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients
04/16/2025
Julius Baer Manager Leads New British Asset Manager in Geneva
The new asset manager is set to start operations in early 2025, upon its license approval by Finma.
04/16/2025
Citi wealth says 'strategy is working' as net new assets surge
The division reported a 489% surge in its new investment assets in the fourth quarter.
04/16/2025
Five Arrows announces final close for sixth secondaries fund at €2 billion, materially surpassing its target
This fundraise highlights the attractiveness of FASO’s distinct positioning in the GP-led secondaries market, and the growing appetite for these types of investments among investors.
04/16/2025
CITI First Quarter 2025 Results and Key Metrics
Percentage comparisons throughout this press release are calculated for the first quarter 2025 versus the first quarter 2024, unless otherwise specified.