Managers of Wealth

PKB-owned bank is negotiating a merger

Cassa Lombarda is 99.5% owned by PKB Private Bank, which is headquartered in Lugano.

HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham

The move to Finsbury Circus reflects the Bank’s confidence in the City of London.

Amundi full-year results: Net inflows double while AUM reaches record highs

Amundi’s total AUM increased by 10% over the year, and by 2.2% over the last quarter

Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group

Tennessee-based firm strengthens Mercer Advisors' Southeast presence

People are only just realising what HSBC bank actually stands for

HSBC has been around for a long time - but some people might be surprised to learn that the name actually stands for something

IQ-EQ acquires Agama Group, gaining regulatory compliance service offering in continental Europe

Agama Group provides essential regulatory compliance, internal control and operations support to asset managers and funds across private equity, real estate and other asset classes.

UBS GWM targets $200bn in yearly net new assets

Bank says Credit Suisse integration remains on track to complete by the end of 2026.

Is J. Safra Sarasin Taking over Saxo Bank?

Other interested parties had withdrawn from the bidding process after no agreement could be reached.

Jan Schoch's 120 million bet

The picturesque Appenzell landscape presents itself from its wintry side.

Fidelity continues to expand in Switzerland

The appointment follows the recent appointment of Pascal Schuler as Head of Sales Switzerland.

Lombard Odier closes hedge fund underweight to improve diversification

The private banking group highlights non-directional hedge fund strategies in its latest outlook.

Apollo reports spike in alt sales through wealth management group

Apollo is aiming by 2029 to have at least $150 billion in assets

Goldman Sachs Asset Management launches duo of EMEA active ETFs

Goldman Sachs expands active ETF offerings with duo of EMEA bond ETFs

StanChart Launches Private Banking Campaign

The campaign will include a series of ads across international and regional media in Asia and the Middle East via multiple print and digital channels.

336 Financial Management joins Fairstone ‘downstream’ buy-out programme

The deal takes Fairstone to a milestone 29 new partnerships across UK, Ireland over last 24 months

Evelyn Partners becomes Founding Partner of Edinburgh Futures Institute’s new financial services hub

New Compassion in Financial Services Hub aims to create a more inclusive, sustainable and compassionate financial system

Very successful 2024 financial year for Valiant

The solid interest business, the improved result from commission business and services

LLB new on Zurich's Bahnhofstrasse

This move marks a significant step for the development of LLB Switzerland

Professional development a ‘core focus’ for wealth managers

Two recent reports – one from EY and one from recruitment firm Robert Half – have both tipped professional development as being a key focus for employees in 2025.

Gold funds surge in January as tariff fears mount

Precious metal funds topped the charts while India funds tanked

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Wealth and Asset Management