Managers of Wealth

Why Most Wealth Managers Fail To Attract The Ultra-Wealthy

Although there are successful methods, such as Ultimate Rainmaker, few wealth managers are willing to invest the necessary effort to master the process.

Private Equity Competition for RIAs on the Rise

Private equity, minority investments, and private credit offer additional options for growth-oriented RIAs

Big Bank Regulation: UBS and its Lost Influence

They represent a setback for UBS – despite intensive lobbying in Bern.

New fears spread among Swiss banks

It is a cumbersome word that is currently making the rounds in the technology departments of Swiss banks: operational resilience.

Stablecoins: The new generation of financial infrastructure

The vast growth in stablecoins highlights their evolving role as financial infrastructure.

City Asset Management chooses Third Financial as its platform partner

It has over £800 million in assets under management, which will transfer to Third Financial under an initial five-year partnership.

Vontobel delivers solid results in a challenging market environment

The firm is focussed on its strategic priorities and is well positioned to achieve its targets.

Bellevue Group reports a balanced result of CHF 0.2 million – Healthcare sector with promising potential – further performance improvements

Due to market conditions, client assets under management declined by 16%, or approximately CHF 940 million, to CHF 4.8 billion during the reporting period.

Leonteq publishes half-year 2025 results

Management defined a clear plan to restore consistent profitability and to unlock excess capital for shareholders.

Deutsche Bank more than doubles first half 2025 profit before tax to € 5.3 billion

Despite a more challenging environment in the quarter, Deutsche Bank again delivered a post-tax RoTE of above 10%

BNP Paribas Group: Results as of 30 June 2025

The meeting was chaired by Jean Lemierre and the Board examined the Group’s results for the second quarter 2025.

Lazard Reports Second-Quarter And First-Half 2025 Results

For the first half of 2025, Lazard reported net revenue of $1,444 million and adjusted net revenue1 of $1,413 million.

SCB Julius Baer Highlights Asia Pacific as the Fastest-Growing Wealth Region Globally

A key finding is the significant impact of the longevity trend on life and financial planning, aligning with a shifting definition of luxury from material consumption to invaluable experiences.

Farrer & Co once again recognised in Chambers High Net Worth Guide

The rankings are based on client feedback and in-depth analysis of the best law firms and lawyers in the UK and London.

Morgan Stanley under probe for wealth management client vetting issues – report

The inquiry is examining the firm's client risk assessments and related practices from October 2021 to September 2024.

New member announcement: Allfunds

One of the world’s leading WealthTech platforms, providing a fully integrated ecosystem

7IM overhauls transfers as part of major platform transformation

7IM launches automated transfer process for new transfers, cutting times by up to 25% and reducing adviser admin as part of its multi-year platform transformation programme.

Netwealth targets the ultra-wealthy with new platform

It is said the platform will support wholesale investors with “advanced capabilities, exclusive branding and a differentiated service experience”, and is set to launch in the second half of 2025.

Standard Chartered: UAE leads key markets in HNW allocation to sustainable investments

UAE investors allocate the highest share of their portfolios to sustainable investments among eight markets surveyed globally for new report

EFG International Reports Record Half-Year Profit of CHF 221 Million

Net new assets² totalled CHF 5.4 billion, corresponding to an annualised growth rate of 6.5%, above EFG’s target range of 4-6%

1
2
3
…
15
16
17
18
19
20
21
22
23
24
25
…
1562
1563
1564

Wealth and Asset Management