02/04/2025
UBP’s Private Markets Outlook 2025
Asset-based financing is gaining prominence as a key diversification tool
Wealth and Asset Management
02/04/2025
UBS's fourth-quarter and full-year 2024 results
UBS Group finished the year with 14.3% CET1 capital ratio
02/04/2025
LPL Financial Welcomes Charter Oak Wealth Partners
They reported serving approximately $600 million in advisory, brokerage and retirement plan assets* and join LPL from Osaic.
02/04/2025
Asia Plus looks to wealth management
Investors prefer to trade stocks online, with very low trading fee rates, causing securities companies' profits to continually decrease.
02/04/2025
Abrdn reconsidering ‘AdviserOS’ platform rebrand
The provider is reviewing its decision to use the name for its platform upgrade plans, though migrating advisers is still on the agenda.
02/04/2025
BNP Paribas Group: Results as at 31 December 2024
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the fourth quarter 2024 and endorsed the 2024 financial statements.
02/04/2025
Standard Chartered Jersey cites affluent client growth through Bank’s new global wealth campaign
The ‘Now’s your time for wealth’ global wealth campaign launched this month.
02/04/2025
MongoDB Collaborates with Lombard Odier to Modernize Core Banking Technology with Generative AI
Leading Swiss bank uses MongoDB to accelerate generative AI innovation and deliver enhanced services to clients
02/04/2025
What do the top wealth management trends of 2025 mean for financial firms? Gareth Wilson, Global Banking Industry Leader at Capgemini tells all…
While some might see these as hurdles, others are embracing them as opportunities to innovate and strengthen client relationships.
02/03/2025
Sahil Bloom On Wealth, Success And Pursuing All-Time Highs In Money And Life
These benchmark superlatives tend to inspire a moment of celebration—only to be soon followed by hours of anxiety, as investors ponder when their new all-time high will inevitably become a low.
02/03/2025
Private markets solution, Yooro, launches in Europe
The securitization solution aims to streamline the private assets investment process.
02/03/2025
Brooks Macdonald completes acquisition of LIFT-Financial Group
As at December 31 2024 this acquisition brings an additional c.£1.6bn assets under advice (AUA) and around 1,350 clients.
02/03/2025
Presentation of the 2024 full-year results for the Julius Baer Group
Management believes that these alternative performance measures, including adjusting the results consistently for items related to M&A activities
02/03/2025
DeepSeek will have ‘deeper implications’, says BNP investment chief
BNP Paribas Wealth Management CIO Edmund Shing expected an AI-related correction, but perhaps not this early.
02/03/2025
Jonathane Ricci and JR Wealth Management Introduce Values-Based Legacy Planning Service
Jonathane Ricci and JR Wealth Management launch Values-Based Legacy Planning, aligning financial legacies with personal values and philanthropic goals.
02/03/2025
Investec Bank launches new electronic trading platform
ZebrA-X will provide clients with access to a comprehensive suite of benchmark, liquidity-seeking algorithms, underpinned by Investec’s consultative execution team, connecting with a range of liquidity providers and venues.
02/03/2025
Luzerner Kantonalbank annual result 2024
Thanks to growth in customer business and active interest rate management measures
01/31/2025
Renaissance for real estate as an asset class
Where once only the wealthiest institutions or individuals could easily invest in prime global properties, the real estate landscape is changing.
01/31/2025
2025 Private Markets Outlook: Insights for U.S. Wealth Advisors
As a result, private equity continues to attract investors seeking higher returns and diversification.
01/31/2025
St James’s Place sees £4.3bn of net inflows amid ‘successful year’
Gross inflows stood at £18.4bn, compared with £15.4bn in 2023