Managers of Wealth

Oberon Investments Group Results for the year ended 31 March 2025

Record revenues, strong growth into the new year, underpinned by investment in new teams and systems

Nearly two out of five savers plan to switch more cash into fixed rate accounts

Savers plan to transfer an average £15,800 into fixed rates.

BIL Suisse’s profits bounce back

A decrease in operating expenses and improved results from interest operations boosted the Swiss division of Banque Internationale à Luxembourg.

UBS's second-quarter 2025 results

UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn

UBS Switzerland Feels the Pinch as Interest Income Slides

That represents a drop in profitability as revenues fell 8 percent year-on-year, largely due to lower net interest income.

AE Wealth Management Achieves $40 Billion in AUM Milestone

This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.

Banca Generali: 1H 2025 Financial Results

This confirms the resilience and sustainability of our business model based on the quality of our bankers, which is being further reinforced through the expansion of our solutions.

CaixaBank reports a net profit of €2.95 billion in the first half of 2025, up 10.3%

This transformation includes adopting new technologies and developing pioneering initiatives such as the Facilitea portals to sell and rent homes and cars, and the launch of the Generación + platform, focused on our senior customer segment.”

Rathbones Group plc (“Rathbones” or the “Group”) announces results for the six months ended 30 June 2025

Rathbones enters the second half of 2025 in a position of financial strength and following a new capital allocation framework, and underpinned by a robust balance sheet, we are taking measured steps to return surplus capital to shareholders.

HSBC Suisse investigated by Swiss and French courts

The investigations against the Swiss subsidiary are currently at an early stage.

Basellandschaftliche Kantonalbank: Government Council prepares the interim appointment of an external Bank Council Chairman

It is within the competence of parliament to decide in which district committees the political review of the BLKB stake in radicant holding ag should take place.

Titan Wealth acquires two more firms as AUMA grows to £37bn

The deal is subject to regulatory approval and the two firms will become part of the Titan Wealth Group.

Man Group Half year results for the six months ended 30 June 2025

Sustained growth in our credit platform, with total AUM of $42.7 billion as at 30 June 2025

Butterfield Reports Second Quarter 2025 Results

Quarterly cash dividend rate increased by 14% to $0.50 per share for the quarter ended June 30, 2025

Berenberg Sharpens Its Profile in Switzerland

The Hamburg-based private bank Privatbank Berenberg is no longer an unknown player in Switzerland.

RBC WM boosts Hong Kong and Singapore private banking teams

The Canadian wealth manager has recruited seven new senior bankers in Hong Kong and Singapore.

Barclays Private Bank profits boosted 18% in H1

Assets at the division increased by £4.5bn to £213.4bn in the first half.

CaixaBank Private Banking surpasses €50 billion under independent advisory, consolidating its leadership in Europe

The service now has nearly 14,500 clients

New Wealth Management Research Finds Transition Support Services Critical to Retaining Assets During Advisor Moves

Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip

Swiss fund market grows thanks to new money inflows

The devaluation of the US dollar had a negative impact on the performance of Swiss funds.

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Wealth and Asset Management