05/22/2025
JPMAM actively seeking strategic partnerships in wealth management
The partnership is part of a broader relationship that also includes providing Coutts’s clients with information through JPMAM’s Market Insights program.
Wealth and Asset Management
05/22/2025
How to make your business transfer a success story in Switzerland
The first step in any business transfer is selecting the most appropriate structure.
05/22/2025
Evelyn Partners launches the City of London’s Finest Corporate Padel Tournament
Wealth Manager becomes founding title partner of the invitation-only Evelyn Partners Padel Cup - bringing the competitive sport to the heart of the City through a multi-year partnership with TTB Sport all in aid of a good cause
05/22/2025
Upgrade Lands at a Crucial Moment For UBS
The upgrade lands at a moment when UBS shares have drifted lower in a skittish market, giving investors a timely reminder that the bank’s turnaround story still has momentum.
05/22/2025
UBS announces new GWM unit
Ex-Credit Suisse head set to head newly created the UBS 'Strategic Clients and Global Connectivity Unit.'
05/22/2025
Fitch Revises UBS Group's Outlook to Positive; Affirms IDR at 'A'
The Positive Outlook also reflects Fitch's expectation that UBS will restore profitability to its sound pre-acquisition levels within the next few years
05/22/2025
UBS Global Family Office Report 2025: all eyes on the global trade war
A global trade war ranked as the biggest investment risk for family offices in 2025, followed by major geopolitical conflict, and higher inflation.
05/22/2025
“We are not entering an era of change, but a change of era” – interview with Marc Palahí, our Chief Nature Officer
This means our environment can no longer absorb the shocks created by our economy, and that our economy, having failed to value nature, must now bear the cost of destroying nature.
05/22/2025
Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards
The awards are judged by a panel of experienced industry professionals – accountants, lawyers, trust companies in the sector – as well as voted for by industry professionals and peers.
05/22/2025
Standard Chartered targets Kenya’s affluent market with new wealth strategy
Move part of global strategy to grow bank's wealth management business
05/22/2025
Impax launches £10m buyback as it reels from SJP blow
The sustainable investment firm hopes it has turned the corner after a £10bn first half outflow following the loss of two big SJP mandates.
05/21/2025
Hong Kong: The Premier Hub for Wealth Management Expansion in Asia
The fast-growing wealth management firm WRISE Group eyes further growth opportunities in Hong Kong and the broader Asian market.
05/21/2025
SS&C aims to exploit changing demographics of wealth
For Bill Stone, chief executive officer of SS&C Technologies, artificial intelligence (AI) will be the single most transformative catalyst for the wealth management industry.
05/21/2025
How to successfully transfer family wealth to the next generation – without conflict
While intergenerational asset transfer is often perceived as a technical process involving tax planning and wealth distribution, it is, in reality, fraught with human challenges.
05/21/2025
Osaic Unveils Vision for the Future of Wealth Management at NXT 2025
Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice
05/21/2025
Julius Baer: Interim Management Statement for the first four months of 2025
In the first four months of 2025, against the backdrop of continued de-risking of the client book, the Group achieved strong high-quality net new money inflows of CHF 4.2 billion (2.5% annualised).
05/21/2025
EdRAM launches ‘Global Resilience’ fund to tackle changing world
New strategy will invest in a portfolio of 50 structurally resilient companies.
05/21/2025
Private bank Bergos with a setback – and new momentum
Assets under management excluding custody accounts increased by 7.5 percent to CHF 6.94 billion.
05/21/2025
EFG Record net profit
Revenue margin was 97 basis points in the first four months of 2025, compared to 96 basis points for the first four months of 2024 and for the full year 2024
05/21/2025
Close Brothers: Scheduled Trading Update
All statements in this release relate to the period from 1 February 2025 to 30 April 2025 (“the quarter”) unless otherwise stated.