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Wealth and Asset Management

08/20/2025

Our ambition is to become the best medium-sized international private bank in Luxembourg

This growth has been made possible thanks to a clear strategy, an efficient structure, and a highly committed team.

08/20/2025

17 JTC Employees Make the Citywealth Leaders and International Powerwomen Top 100 Lists

The Citywealth Leaders List is a directory of the leading individuals in the international private client and wealth management sector.

08/20/2025

Emerging markets are poised to keep outperforming

The US dollar’s loss of momentum this year has provided a relief for many key emerging markets.

08/20/2025

Northern Trust Launches Fixed Income ETF Suites

New Active ETFs Feature Innovative Distributing Ladder Design

08/19/2025

California Team Leaves UBS to Create a New Independent, Planning-Driven Firm: Dial Square Private Wealth

Dial Square works with wealth creators who are looking to protect the assets they have already built, as well as clients on the rise who want to grow wealth and achieve new heights through a disciplined approach.

08/19/2025

The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great

The biggest intergenerational wealth transfer in history is about to happen.

08/19/2025

LGT reports strong rise in profit in the first half of 2025

Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.

08/19/2025

Apollo lists 5 evergreen private funds on iCapital Marketplace

iCapital has expanded its partnership with Apollo to bring more private market funds to wealth managers.

08/19/2025

Swiss Structured Product Industry Report Q2 2025

In Q2 2025 the total turnover of USD products amounted to CHF 24 bn, representing a turnover share of 42%

08/19/2025

Italy's Mediobanca gets ECB approval for Banca Generali deal

Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.

08/19/2025

FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale.

08/19/2025

Julius Baer to review fees for UK clients

Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.

08/19/2025

BCGE Group: Reasonable result thanks to strong business momentum

In view of the current interest rate environment In view of the current interest rate environment and the weaker economy

08/19/2025

Supporting the next generation through investment and philanthropy

He bundled different proprietary software aimed

08/18/2025

BNZ Private Bank investments: WealthNet upgrade

WealthNet provides online real-time access to all your investment and reporting in one convenient location.

08/18/2025

Costs of privately schooling next generation set to nearly double

With A-level results day approaching, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inflation on private school fees for the next generation.

08/18/2025

Flossbach von Storch wants to become more visible in Switzerland

Volume has never been our primary concern, neither in Switzerland nor in Germany, our home market, nor anywhere else.

08/18/2025

Titan Wealth losses rise to £44.7m as interest payments mount

The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.

08/18/2025

Standard Chartered has launched fourth VCC sub-fund

The fund seeks to capture the best ideas from PIMCO across the whole credit spectrum

08/18/2025

UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London

Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability

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Families could face £120,000 tax bill on inherited property under mooted CGT reforms

07-09-2026

Bellevue Asset Management gains experienced sales expert

07-09-2026

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Allspring and Pictet join CityHive’s ACT list

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Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

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07-09-2026

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07-16-2026

Leading US Regional Bank Selects Temenos SaaS to Modernize Core Banking

07-16-2026

To Retire Comfortably, Plan Participants Say They Need $1.2 Million

07-16-2026

CaixaBank releases platform capable of integrating payment services and business management

07-16-2026

Morgan Stanley Second Quarter 2026 Earnings Results

07-16-2026

Union Bancaire Privée: Business results for the first half of 2026

07-16-2026

Partners Group provides business update and reports record fundraising in H1; reconfirms full-year guidance

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QNB Appoints Husam-Eddin El-Gheriani as Private Banking Vice President

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