02/07/2025
Vontobel delivers strong growth in profitability
Net profit was up by 24 percent to CHF 266 million. Return on equity increased to 12.3 percent.
Wealth and Asset Management
02/07/2025
Bank WIR achieves new records in 2024
A dividend increase will be proposed to the General Meeting.
02/07/2025
Zürcher Kantonalbank achieves very pleasing group profit – canton and municipalities participate more than ever
The bank has strong capitalization; the values significantly exceed the regulatory minimum requirements
02/07/2025
Rothschild & Co’s Swiss Wealth Management business wins ‘Best Bank for International High Net Worth Clients’ at WealthBriefing Awards 2025
As an independent financial services group, Rothschild & Co offers its clients a long-term investment perspective free from conflicts of interest.
02/07/2025
Canaccord Genuity Group Inc reports third quarter fiscal 2025 results
Third quarter dividend of $0.085 per common share
02/07/2025
St. James’s Place announces its 7th annual chartered award winners
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.
02/07/2025
Apollo eyes wealth expansion in France
The alternative asset manager is also looking to have greater on-the-ground presence in the country.
02/06/2025
Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services
Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions
02/06/2025
The saga continues: Brookfield enters $1.9bn bidding war for Insignia Financial
Insignia confirmed Brookfield’s offer, which matches those previously submitted by Bain and CC Capital.
02/06/2025
Morgan Stanley to Host 16th Annual Go Red Women’s Leadership Event
Hosted in collaboration with the American Heart Association – Westchester & Fairfield Counties
02/06/2025
St. James's Place Announces its 7th Annual Chartered Award Winners
In this year’s awards, Amy Gray of Amy Gray Wealth Management was named SJP Chartered Planner of the Year.
02/06/2025
UBS Global Entrepreneur Report 2025
The results were supplemented by short in-depth interviews on topics such as artificial intelligence, private wealth management and hiring plans.
02/06/2025
32 UBS advisor teams in the South Wealth Management Market named to the Forbes Best-in-State Wealth Management Teams list
Among those recognized, UBS advisor team Family Office Partners ranked #1 in Tennessee on this year’s list.
02/06/2025
SJP and Dynamic Planner to provide client-risk profiling at scale
This collaboration supports SJP’s commitment to delivering quality one-to-one advice and supporting its advisers with advanced technology to improve the capture and evidencing of the risk preferences of its clients.
02/06/2025
Amundi launches Europe ex-UK fund for UK investors
The fund has received initial support of over €900m.
02/06/2025
Santander wealth and insurance records double digit profit growth in 2024
The bank showed a profit of €12,574m (up 14%) in 2024, exceeding all targets for the year.
02/06/2025
PKB-owned bank is negotiating a merger
Cassa Lombarda is 99.5% owned by PKB Private Bank, which is headquartered in Lugano.
02/06/2025
HRH The Princess Royal officially opens new office for private and commercial bank Arbuthnot Latham
The move to Finsbury Circus reflects the Bank’s confidence in the City of London.
02/05/2025
Amundi full-year results: Net inflows double while AUM reaches record highs
Amundi’s total AUM increased by 10% over the year, and by 2.2% over the last quarter
02/05/2025
Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group
Tennessee-based firm strengthens Mercer Advisors' Southeast presence