07/31/2025
GKB on track: Half-year results confirm expectations
The half-year results confirm the outlook for the 2025 fiscal year, with a consolidated profit of between CHF 210 and 230 million.
Wealth and Asset Management
07/31/2025
Janus Henderson-CEO: «Success in Switzerland Resonates Globally»
The key is that this strategy wasn’t developed in an ivory tower.
07/31/2025
How Julius Baer runs discretionary mandate sales
Head of CIO office sales Beyazit Guzelyagdoken explains his first steps in a new role at the private banking group.
07/31/2025
Ironbark AM fires up $225m raising for wealth M&A blitz
A teaser, seen by Street Talk, said Ironbark is looking to raise $225 million in primary and secondary capital from a long-term strategic partner with the guts to back its next phase of growth.
07/31/2025
Investors put off by complicated wealth management tools
Two thirds of UK investors believe not enough people invest due to being unable to use complicated wealth management tools, according to research from wealth management platform Stratiphy.
07/31/2025
Rathbones’ Asia and EM funds to launch by year end
Firm hired three fund managers in March
07/30/2025
Brookfield Oaktree recruits from BlackRock for Greater China head role
Based in Hong Kong, the new hire will oversee the overall development of private wealth services in Greater China.
07/30/2025
Nomura Reports First Quarter Financial Results
Global Markets net revenue stronger QoQ while Investment Banking net revenue was at highest level for Q1 since FY2016/17 when comparisons possible
07/30/2025
Coutts: Q2 earnings season preview – modest expectations set the stage
Trade policy uncertainty has lowered the bar coming into this earnings season. But a resilient US economy and ongoing adoption of artificial intelligence (AI) could allow earnings to surprise on the upside.
07/30/2025
Lido Advisors to Partner with Olympus Wealth Management
Salt Lake City-Based RIA Serves HNW & UHNW Business Owners & Families with Over $850M in RAUM
07/30/2025
Oberon Investments Group Results for the year ended 31 March 2025
Record revenues, strong growth into the new year, underpinned by investment in new teams and systems
07/30/2025
Nearly two out of five savers plan to switch more cash into fixed rate accounts
Savers plan to transfer an average £15,800 into fixed rates.
07/30/2025
BIL Suisse’s profits bounce back
A decrease in operating expenses and improved results from interest operations boosted the Swiss division of Banque Internationale à Luxembourg.
07/30/2025
UBS's second-quarter 2025 results
UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn
07/30/2025
UBS Switzerland Feels the Pinch as Interest Income Slides
That represents a drop in profitability as revenues fell 8 percent year-on-year, largely due to lower net interest income.
07/30/2025
AE Wealth Management Achieves $40 Billion in AUM Milestone
This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.
07/30/2025
Banca Generali: 1H 2025 Financial Results
This confirms the resilience and sustainability of our business model based on the quality of our bankers, which is being further reinforced through the expansion of our solutions.
07/30/2025
CaixaBank reports a net profit of €2.95 billion in the first half of 2025, up 10.3%
This transformation includes adopting new technologies and developing pioneering initiatives such as the Facilitea portals to sell and rent homes and cars, and the launch of the Generación + platform, focused on our senior customer segment.”
07/30/2025
Rathbones Group plc (“Rathbones” or the “Group”) announces results for the six months ended 30 June 2025
Rathbones enters the second half of 2025 in a position of financial strength and following a new capital allocation framework, and underpinned by a robust balance sheet, we are taking measured steps to return surplus capital to shareholders.
07/30/2025
HSBC Suisse investigated by Swiss and French courts
The investigations against the Swiss subsidiary are currently at an early stage.