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Wealth and Asset Management

02/12/2025

Netherlands' Rabobank reports 5.16 billion euro profit for 2024

The bank, best known internationally as an agricultural lender, said its commercial loan book grew by 3% to 447 billion euros.

02/12/2025

Swiss Life expands its investment business for private clients with the acquisition of ZWEI Wealth

With its open platform, ZWEI Wealth offers its customers the appropriate asset management from over 500 affiliated banks

02/12/2025

St.Galler Kantonalbank on track

SGKB acquired CHF 3.1 billion in new managed assets (net new money).

02/12/2025

Eight Hightower Advisors Named to Forbes’ 2025 “Top Women Wealth Advisors Best-in-State” List

This prestigious ranking highlights the top female advisors in the nation, who collectively manage more than $12.7 billion in assets as of September 30, 2024.

02/12/2025

Evelyn Partners Group Limited Trading update for the three months ended 31 December 2024

Evelyn Partners generated record £2.6 billion of gross inflows in Q4 2024, with AUM closing the year at an all-time high.

02/12/2025

Deutsche Bank wins multiple Bond House of the Year titles

Bank won Euro Bond, Reverse Yankee Bond, Swiss Franc Bond and Asia High-Yield Bond House of the Year at the IFR 2024 Awards

02/12/2025

Bluespring Wealth buys Kentucky’s Reliant Wealth Planning

The acquisition adds over $560m in assets under management to Bluespring's portfolio.

02/12/2025

Jupiter announces its first active ETF for global government bonds

Jupiter has been exploring new methods of delivery for its products and how a wider range of clients can access its broad investment expertise.

02/12/2025

UK’s wealth exodus to continue as token tax tweak falls flat: deVere

deVere Group has seen a surge in clients actively seeking alternative jurisdictions, such as Dubai, Italy and Switzerland, since the Budget announcement.

02/12/2025

Brookfield Asset Management Announces Record 2024 Results and 15% Dividend Increase

Quarterly Fee-Related Earnings up 17% Year-Over-Year to a Record $677 Million

02/12/2025

APEX Global regulatory update Q4 2024

In Europe, the UK and Channel Islands are updating rules on crypto-assets, ESG, financial services, and anti-money laundering.

02/11/2025

BlackRock sees opportunity in european credit

Despite sluggish growth, the Euro Area remains resilient.

02/11/2025

Wealthy Brits more likely to attribute wealth to investing in markets than property, according to Brown Shipley survey

35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments

02/11/2025

If You Build It, They Will Come: Winning Content Strategies For Wealth Managers

Wealth managers who deliver high-quality, client-centric content won’t just stand out in a competitive market—they’ll build lasting relationships with clients.

02/11/2025

The looming advisor shortage in US wealth management

Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors.

02/11/2025

St James’s Place dethrones Fundsmith as UK’s largest fund

SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.

02/11/2025

Migros Bank accepts setback in interest business

Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.

02/11/2025

UBS CEO Reiterates Focus on Cost Cuts in US Wealth

The comments came as UBS’s headcount in the Americas

02/11/2025

Liechtenstein IAM backs ‘excellent opportunities’ in European stocks

Bruno Verstraete believes the perception of European economic weakness and the exceptionalism of the US appears to be shifting.

02/11/2025

Pictet announces full-year results for 2024

Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.

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