01/31/2025
2025 Private Markets Outlook: Insights for U.S. Wealth Advisors
As a result, private equity continues to attract investors seeking higher returns and diversification.
Wealth and Asset Management
01/31/2025
St James’s Place sees £4.3bn of net inflows amid ‘successful year’
Gross inflows stood at £18.4bn, compared with £15.4bn in 2023
01/31/2025
JTC’s Global Expertise Recognised at Citywealth IFC Awards
In addition, the firm was also a runner up in the ‘Trust Company of the Year – Caribbean’ category.
01/31/2025
MilleniumAssociates Enhances Its Global Advisory Board, Naming Neil Fatharly as Its Latest Member Amid Further Expansion Moves
The firm’s specialist Financial Services Practice focuses on transactions for the global financial services industry, particularly in the global wealth, asset management, private banking, fintech, and private equity sectors.
01/31/2025
BankMed (Suisse) SA becomes Banque Des Monts Blancs
The years 2023 and 2024 marked a pivotal turning point for the bank, which underwent a comprehensive repositioning and restructuring.
01/31/2025
Postfinance, UBS, ZKB: The most important messages from the CEOs
The program of the 23rd "Vision Bank - Vision Financial Center Switzerland" forum on the topic of "Evolution of banking models" organized by "Finance and Economy" (FuW) was packed.
01/31/2025
Zurich asset manager joins SSI Group
Huber & Partner is joining the asset manager SSI Group.
01/31/2025
Cinerius-backed SSI Group buys Zurich IAM
SSI Group acquires Huber & Partner, bringing its assets under management to CHF 2.3bn.
01/31/2025
How Ultra-High Net Worth Individuals Manage Wealth Across Generations
To avoid such outcomes, ultra-high-net-worth families often seek help from family offices or strategic wealth management professionals to protect their holdings.
01/31/2025
Danske Bank to become the first financial institution in the Nordic region to implement Aladdin Wealth™ into its personal customer investment services
Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.
01/31/2025
Fuel Ventures invests £4M in Prosper for AI wealth management
The investment round also attracted notable sports figures, including England cricket captains Ben Stokes and Jos Buttler, as well as Olympic and world champions Dame Jess Ennis-Hill & Dame Sarah Storey, among others.
01/31/2025
Wealth Management Firms Embrace Independence And Growth
Recent developments within the wealth management sector indicate significant shifts as firms restructure and expand to adapt to the needs of their clients.
01/31/2025
UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform
The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology
01/31/2025
Hamilton Lane: Infrastructure leads the way for allocation increases in 2025
Nearly half of wealth advisors plan to increase exposure to private infrastructure this year, according to a recent survey by Hamilton Lane.
01/31/2025
UBP profit rises 15% to CHF 257.4mn in 2024
UBP is headquartered in Geneva and specialises in wealth management for private and institutional clients.
01/31/2025
Nominations Open For 2025 Wealth Management Industry Awards
New submission categories celebrate innovation in AI, data management, estate planning, and more
01/31/2025
HSBC’s New Flagship Wealth Centre Is Elevating Financial Excellence In Malaysia
This state-of-the-art centre is set to redefine how Premier Elite customers manage their wealth, offering tailored financial solutions in an exclusive, inviting space.
01/31/2025
VP Bank event: Well equipped for highs and lows - Record pursuit on Mount Everest
On behalf of VP Bank, Felix Brill will provide an outlook on the economy and financial markets.
01/31/2025
Deutsche Bank reports 2024 profit before tax of € 5.3 billion and € 2.1 billion of proposed capital distributions to shareholders
Revenues grew by 4% year on year to € 30.1 billion, in line with guidance.
01/31/2025
Mark Andrews awarded 'Trustee of the Year' at Citywealth IFC Awards 2025
His strategic vision and innovative approach set a high standard, fostering a culture of excellence and growth within the team.