Managers of Wealth

EFG International: Record Earnings and Strong Asset Growth

Net new assets totalled CHF 9.3 billion, corresponding to an annualised growth rate of 6.8%, exceeding EFG’s target range of 4-6%

HSBC Q1 2026 Outlook: Resilience in a Transforming World

The report, Resilience in a Transforming World, also sets out how excessive pessimism has let to analysts underestimating earnings growth.

ABN AMRO presents roadmap for profitable growth and new financial targets for 2028

This will enable ABN AMRO to operate more efficiently, capture new opportunities and deliver greater value for all stakeholders.

ABN AMRO to sell Alfam to Rabobank

Personal loans offered via a third-party arrangement

Launch of multibanking in Switzerland

Starting this week, customers of eight Swiss banks and two third-party providers can connect their accounts across banks to aggregate and view account information in a single app.

BetaNXT to invest in AI-driven wealth management product innovation

The company stated that its investment will address use cases across the wealth management lifecycle, benefitting advisors, and investors.

Bybit Lowers Barrier to Elite Wealth Management Solutions with Year-End Exclusive for VIP Clients

This exclusive year-end initiative for Bybit VIPs expands access to institutional-grade wealth management strategies designed to navigate today's dynamic market conditions.

T. Rowe and Oak Hill launch flexible credit income fund

OFLEX AUD leverages OHA's best ideas, seeking to deliver income by lending primarily to large cap companies in a diverse range of industries, mainly in the US.

Citi’s Global Wealth Head Visits Hong Kong

Earlier this year, Sieg expressed bullishness in Asia and said Citi planned to expand the number of bankers for the Hong Kong wealth business by more than 10 percent in 2025.

Analysis-Norway’s wealth tax trades millionaires for equality

The takeaway: a wealth tax will scare off some millionaires, but if set broadly enough, revenues can still be worth it.

EFG to integrate BlackRock’s Aladdin Wealth™ technology into advisory platform

This marks an important step in EFG’s multi-year programme to enhance its digital platforms.

Diverged focus for HNWs presents adviser opportunity: Report

LGT Wealth Management's 2025 State of Wealth report indicated the HNW population has surged by 10% (or 50,000) to 760,000 in 2025, controlling a record $4 trillion in assets.

Partners Group's $9.2bn evergreen fund underwhelms after two decades

From having deal-by-deal performance fees to a pro-rata allocation policy, Partners Group set the initial standard in semi-liquid funds.

Julius Baer taps into Abu Dhabi’s wealth potential with new advisory office

Julius Baer already has a well-established presence in the UAE, where it opened its first office over twenty years ago, demonstrating a pioneering commitment to the region.

Interim Management Statement for the first ten months of 2025 and conclusion of the credit review*

As a result, further loan loss allowances of CHF 149 million will be recognised in the financial accounts in November 2025.

Singaporean group makes £6m bid for Walker Crips

PhillipCapital offers to buy out the wealth manager, which has been blighted by compliance issues in recent years.

Italy shines as a prime destination for the ultra-wealthy

Billionaires’ wealth is also outpacing financial markets, having grown 121% over the past decade compared with 73% for the MSCI World Index.

Navigating wealth through uncertainty: Emerging trends among investors in the Channel Islands

In the Channel Islands, where cross-border assets and family offices are increasingly relocating and consolidating, we are seeing a shift as inheritors move from wealth accumulation to stewardship.

Why private banks are buying real estate again

After a rough few years in the asset class, investors in the wealth space are looking to buy back in, especially in Europe.

Japan's major asset managers mull crypto investment offerings ahead of major rule changes: report

The discussions follow Japan’s recent regulatory momentum, including stablecoin initiatives, custody reforms, and broad tax relief proposals.

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Wealth and Asset Management