Managers of Wealth

UBS attests SNB an "extraordinary year"

The balance sheet profit has therefore probably reached the necessary size for the federal government and the cantons to expect a distribution.

CaixaBank Group and Asset Management Divisions Reinforce Commitment to Responsible Investing

In 2024, a total of 3,051 signatories reported, managing “nearly $89 trillion in assets, underscoring the international significance of this initiative.”

Santander’s Asset Management Business Closes the Year at Record Levels

This performance suggests that by 2024, the company could exceed €17 billion in net inflows, compared to €9 billion in 2023.

Vontobel completes acquisition of client book from IHAG Privatbank

The transaction has a positive impact on Vontobel’s group net profit from day one

Wealth managers warn investors to watch out for these 3 major themes in 2025

Despite the uncertainty that comes with changing times, one piece of personal finance advice remains eternal: Don’t let emotions take over your financial planning.

Pemberton Capital Advisors Optimises Portfolio Management with Broadridge Technology

Broadridge tech optimises Pemberton’s operational efficiencies and drives growth in its CLO and private debt business

Stock Market Turnover In 2024: Up In Switzerland, Down In Spain

The data on trading activity is an important indicator of investor sentiment and therefore of interest to the Swiss financial sector as a whole.

The Shifting Landscape of UHNW Client Priorities and the Growing Importance of Global Mobility

With a record-breaking number of millionaires relocating and an increasingly complex regulatory environment, the demand for comprehensive, personalized solutions continues to rise.

Hubbis Asian Private Wealth Management Year-End Review 2024: Insights from EFG's Albert Chiu

This successful hiring highlights the benefits of our focused business model, high brand recognition and strong standing in our local markets.

Insignia Financial gets $1.8bn buyout bid from CC Capital

The latest offer is contingent on satisfactory due diligence, a unanimous board recommendation, and regulatory approvals.

JM Finn shortlisted for three Citywealth Magic Circle 2025 award categories

Our firm is nominated for Private Client Asset Manager of the Year, and for individual categories the Tomorrow Club and Wealth Professional Awards.

This Is the Vision and the Investment Themes That Private Banks Will Prioritize in 2025

Investment ideas are closely aligned with their macro perspectives.

The Humphreys Group Announces Strategic Partnership with Treehouse Wealth Advisors

Bay Area wealth management firms join forces to provide expanded financial services

NMA Top 100 firm signs portfolio deal with Sarasin

MPA signs its second partnership deal with an asset manager since September to deliver model portfolio ranges.

SimplyBiz founder Ken Davy given OBE

New Year's honour handed out for services to rugby league side Huddersfield Giants.

L’Exception Sold to Asset Management Firm AA Investments

It caps a rocky year for multibrand e-commerce platforms.

Deutsche Bank aims to boost fixed income trading in Americas

Ram Nayak, co-head of Deutsche Bank's investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.

$124tn in wealth will change hands by 2048

Nearly $100 trillion will be transferred from Baby Boomers and older generations, representing 81% of all transfers.

Mirae Asset co-CEOs Kim Mi-seob and Heo Sun-ho target global growth with AI

Specifically, Mirae Asset Securities plans to continuously pursue asset growth and revenue expansion by enhancing personalized comprehensive asset management for WM clients.

Why wealth preservation matters

With every market rise, there is an eventual, inevitable fall.

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Wealth and Asset Management