Managers of Wealth

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.

Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions

Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.

Commonwealth Private launches self-directed investment offering with J.P. Morgan

Private Wealth Advantage brings together deep local expertise from CBA’s Private Bank and global insights from J.P. Morgan Asset Management.

HSBC US Head of Wealth and Private Banking Racquel Oden Named to 2025 Forbes 50 Over 50 List of Visionary Women

Prior to joining HSBC, Oden held executive roles at JPMorgan Chase, Merrill Lynch, UBS, and Morgan Stanley, where she earned a reputation for driving growth and building inclusive leadership teams.

Global equity markets may face challenges over the summer months

Beyond near-term ideas in equity income, quality stocks, and structured strategies, we explore the potential long-term merits of a systematic strategy for phasing into markets.

Ex-Credit Suisse private bank exec launches Vaud advisory firm

Marc-Antoine Loude has launched Evolvys, following a stint as head of executives and entrepreneurs within French-speaking Switzerland at Credit Suisse.

Janney Named Official Wealth Management Partner of the Philadelphia Eagles

A Partnership Built on Shared Values of Excellence, Teamwork, and Results

Deutsche Bank chief approved controversial trade he was later asked to probe

Deutsche subsequently restated its accounts after changing the accounting treatment of the trades, from financing transactions to derivatives trades.

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Wealth and Asset Management