08/08/2025
Ex-Credit Suisse yacht finance head launches new firm
Michel Buffat's new company, JetOcean Advisors, is based in canton Aargau.
Wealth and Asset Management
08/08/2025
Partners Group Welcomes White House Executive Order Advocating for Inclusion of Private Markets Investments in Defined Contribution Pension Funds
Retirement industry research has shown the potential positive impact of private markets exposure on a DC plan participant's retirement income.
08/07/2025
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
08/07/2025
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
08/07/2025
UOB’s 1H25 operating profit up 3% YoY to S$4.0 billion
Underpinned by diversified customer franchise and resilient balance sheet
08/07/2025
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.
08/07/2025
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.
08/07/2025
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
08/07/2025
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
08/07/2025
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.
08/07/2025
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.
08/07/2025
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.
08/06/2025
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.
08/06/2025
AES appoints Andrew Bates as CEO of AES Private Wealth and Family Office
Strengthening commitment to globally minded families in MENA
08/06/2025
Sterlington Welcomes Leading Private Wealth Team from Morgan Lewis
Additional team members are expected to join in the coming weeks.
08/06/2025
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.
08/06/2025
Swiss equities in focus
They discuss how Q1 saw large inflows into the market
08/06/2025
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.
08/06/2025
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.
08/06/2025
Commerzbank with record figures in the first half of the year
Targets for 2025 raised