Managers of Wealth

CaixaBank posts a net profit of €5.89 billion in 2025, up 1.8%, driven by strong business growth

CaixaBank, with more than €664 billion in assets, serves 20.7 million customers in Spain and Portugal through a network of over 4,500 branches.

Mattioli Woods partners with J.P. Morgan to boost Centralised Investment Proposition

Under the agreement, J.P. Morgan Asset Management will design and manage a suite of bespoke global multi-asset, growth-tilted portfolios built exclusively for Mattioli Woods.

Deutsche Bank hits 2025 financial targets with record full-year and fourth-quarter profits

Deutsche Bank has announced a record profit before tax of € 9.7 billion for 2025, up 84% compared to 2024.

Ex-Credit Suisse chief FI selector to launch crypto strategies

Max Gnesi and Claudio Schneider of DCAP are taking traditional hedge fund trades to the crypto world.

Intesa Sanpaolo takes over Reyl completely and appoints a new CEO

Fideuram – Intesa Sanpaolo Private Banking has acquired the remaining approximately 24 percent of the Swiss company Reyl Intesa Sanpaolo.

The advantages of private banking with Lombard Odier

The advantages of private banking go beyond managing assets; it’s about creating a trusted partnership that evolves with your ambitions and the world around you.

Lombard Odier Luxembourg to move to new headquarters in 2027

As a long-term tenant in partnership with Grossfeld, Lombard Odier will be the building’s sole occupant.

responsAbility manages emerging market private equity impact funds for Stella

Capital is strategically deployed in regions where the potential impact is greatest and where private sector capital can help close critical financing gaps.

Where will the fixed income sweet spot be in 2026?

Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.

Four UBS Financial Advisor Teams in the Southeast Region Ranked #1 by Forbes/SHOOK Research

The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.

Apollo Provides €900 Million Refinancing for Pan-European Logistics and Industrial Portfolio Owned by Cerberus and Arrow Capital Partners

Bespoke, senior secured solution to refinance institutional-quality portfolio and consolidate lender base

Fairstone predicts another record year for DBO acquisition programme

The wealth management group is forecasting a 30% increase in DBO sign-ups in 2026

SEI Reports Fourth-Quarter 2025 Financial Results

Relative to the fourth quarter 2024, EPS increased by 16%, and revenue and operating income grew by 9% and 11%, respectively, with operating margin increasing to 27%.

BEKB confirms its financial strength with a good annual result

With targeted investments in employees, processes, and digitalization, BEKB further solidified its role as a stable and reliable partner for its customers.

NewEdge Advisors Snags Two Firms Managing $1.9B in Combined Assets

NewEdge Advisors starts 2026 with recruiting wins from Ameriprise and Raymond James, both based out of Tennessee.

Brown Brothers Harriman and SimCorp forge strategic alliance

Brown Brothers Harriman Investor Services and SimCorp forge strategic alliance to provide integrated end-to-end technology, data, and services solution for global asset managers

SJP hits £220bn in FUM

The final quarter also saw elevated short-term outflows, as many clients accelerated tax-free cash (TFC) withdrawals from their pensions in anticipation of reduced TFC allowances.

Titan Wealth acquires Sound Financial Management Limited

The acquisition is subject to regulatory approval from the Financial Conduct Authority (FCA).

One in two respondents said integrating wealth management with FinTech firms would boost sales

The survey provided a forward-looking assessment of how convergence, technology and shifting client expectations were reshaping revenue models and profitability in the asset and wealth management industry through to 2030.

Wealth managers turn to direct indexing for personalisation

Direct indexing involves purchasing individual stocks within an index to mimic its performance rather than using an index fund or tracker.

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Wealth and Asset Management