04/30/2025
Amundi clocks €31bn in Q1 inflows with UK expansion a key driver
French asset management giant now has assets under management of €2.2tn, a new record for the company.
Wealth and Asset Management
04/30/2025
GIB Group, Stanhope team up to offer wealth advisory across GCC region
This collaboration aims to offer institutional and eligible private clients a full spectrum of services.
04/30/2025
SCB Julius Baer Celebrates Consecutive Wins in International Wealth Management Excellence, Reaffirming Leadership in Thailand
For the third consecutive year (2022-2024), the firm has been recognized by Asian Private Banker, a leading wealth management information and solution provider in Asia, and Euromoney, a renowned financial magazine in Europe.
04/30/2025
Ticino private bank records decline in profits
The bank's results were primarily impacted by the more expansionary monetary policy of major central banks, which led to a narrowing of interest margins
04/30/2025
Alternatives group acquires stake in global wealth manager
Middle Eastern investment manager Lunate has acquired a stake in Azura Partners, which will redomicile to Abu Dhabi.
04/30/2025
CaixaBank earns €1.47 billion in the first quarter, up 6.9% in comparable terms
The company has begun to roll out its new strategic plan, focused on ramping up growth and transforming and investing in the business.
04/30/2025
NBK Wealth receives three prestigious awards from Euromoney Private Banking Awards 2025
Kuwait's Best Private Bank Kuwait’s Best for UHNW Clients … and Kuwait’s Best in Digital Solutions
04/30/2025
FCA: ‘not the right time to extend SDR to wealth management’
It comes after the FCA announced in February it would further delay its decision on portfolio management.
04/30/2025
Cracks emerge in wealth managers’ investment case
It remains to be seen whether trading fees and cash interest can overcome regulatory scrutiny and a price war
04/30/2025
UBS, Barclays and SocGen reap trading windfall from market turmoil
Banks become the latest to benefit from volatility triggered by Donald Trump’s aggressive trade policy
04/30/2025
Aberdeen: Investors pull net £6.4bn in Q1
A £6bn quant strategy funding win in April offset the outflows elsewhere
04/30/2025
Canaccord Genuity Wealth Management rebrands as Canaccord Wealth
The rebrand includes a refreshed logo, a new colour palette and a proprietary modern typeface — all designed to reflect the firm’s evolving identity.
04/30/2025
Evelyn Partners International Sponsors Young Women’s Golf Sensation
Jersey athlete Anabelle Lucas-Villar says three-year sponsorship will go towards overseas travel costs as she looks to elevate her elite game off the island
04/29/2025
Presage Global named a finalist in two categories for the Twelfth Annual Family Wealth Report Awards 2025
Presage Global is a finalist in two categories at the 2025 Family Wealth Report Awards for excellence in risk management and family office advisory services.
04/29/2025
Baby Boomers hold more than half of the UK’s housing wealth
Savills also estimates the demographic still has around £60bn in outstanding mortgage borrowing
04/29/2025
Wealth of Swiss Private Households Increased in 2024
This increase was due to both transactions and capital gains. Households invested during every quarter.
04/29/2025
UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management.
04/29/2025
Deutsche Bank reports 39% year-on-year rise in first-quarter profit before tax to € 2.8 billion
Profit before tax of € 2.8 billion, up 39% over first quarter of 2024
04/29/2025
Vontobel drops ‘sustainable’ from name of $2.7bn EM equity fund
The fund house cites continued support of environmental and social aims despite an ESMA-driven change to strategy branding.
04/29/2025
HSBC Holdings plc 1Q 2025 Earnings Release
Excluding notable items, annualised RoTE in 1Q25 was 18.4%, a rise of 2 percentage points compared with 1Q24.