Managers of Wealth

RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors Best-In-State”

The ranking is based on interviews, professional credentials, advisor’s compliance records

Generali Group Consolidated Results as at 30 June 2025

We will build on this momentum, pursuing excellence in being a Lifetime Partner to our customers

UOB’s 1H25 operating profit up 3% YoY to S$4.0 billion

Underpinned by diversified customer franchise and resilient balance sheet

Objectway accelerates its growth path through an investment from Cinven

The majority investment marks the start of a new phase of growth for Objectway, leveraging its resilient and scalable business model, its end-to-end solution-as-a-service platform, and long-term partnerships with a blue-chip customer base.

GAM Holding AG announces first half 2025 results

GAM reported an IFRS net loss after tax of CHF 40.7 million, which includes CHF 6.3m of reorganisation and other charges, and an underlying loss before tax of CHF 34.1 million.

DBS second-quarter profit before tax up 5% to SGD 3.39 billion, net profit rises 1% to SGD 2.82 billion

First-half total income and profit before tax reach new highs

How targeted support could be a new dawn for pension and wealth management

Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance

Progeny Group announces its results for the financial year ended 31 December 202

The Group satisfies both its Board and regulatory capital and liquidity requirements.

Jupiter launches fund range into Singapore

The asset manager's Asia head Madeline Han sees entering the Singapore retail market as way to boost and diversify inflows.

Valerie d'Argembeau on Long-Term Vision, Intentional Wealth Planning, and the Role of Communication

As a fifth-generation, family-owned institution, Bordier & Cie has long placed emphasis on helping families plan across decades, not just business cycles.

Quilter reports adjusted profit of £100 million and H1 2025 core net inflows of £4.5 billion representing 8% of opening AuMA (annualised)

Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.

AES appoints Andrew Bates as CEO of AES Private Wealth and Family Office

Strengthening commitment to globally minded families in MENA

Sterlington Welcomes Leading Private Wealth Team from Morgan Lewis

Additional team members are expected to join in the coming weeks.

Bond Market in July: PSP Brings Floaters Back to Switzerland

July is traditionally a quiet month on the Swiss capital market due to the holiday season.

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.

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Wealth and Asset Management