Managers of Wealth

Rathbones’ Asia and EM funds to launch by year end

Firm hired three fund managers in March

Brookfield Oaktree recruits from BlackRock for Greater China head role

Based in Hong Kong, the new hire will oversee the overall development of private wealth services in Greater China.

Nomura Reports First Quarter Financial Results

Global Markets net revenue stronger QoQ while Investment Banking net revenue was at highest level for Q1 since FY2016/17 when comparisons possible

Coutts: Q2 earnings season preview – modest expectations set the stage

Trade policy uncertainty has lowered the bar coming into this earnings season. But a resilient US economy and ongoing adoption of artificial intelligence (AI) could allow earnings to surprise on the upside.

Lido Advisors to Partner with Olympus Wealth Management

Salt Lake City-Based RIA Serves HNW & UHNW Business Owners & Families with Over $850M in RAUM

Oberon Investments Group Results for the year ended 31 March 2025

Record revenues, strong growth into the new year, underpinned by investment in new teams and systems

Nearly two out of five savers plan to switch more cash into fixed rate accounts

Savers plan to transfer an average £15,800 into fixed rates.

BIL Suisse’s profits bounce back

A decrease in operating expenses and improved results from interest operations boosted the Swiss division of Banque Internationale à Luxembourg.

UBS's second-quarter 2025 results

UBS reports 2Q25 net profit of USD 2.4bn and USD 4.1bn for 1H25 with integration remaining on track; invested assets reach USD 6.6trn

UBS Switzerland Feels the Pinch as Interest Income Slides

That represents a drop in profitability as revenues fell 8 percent year-on-year, largely due to lower net interest income.

AE Wealth Management Achieves $40 Billion in AUM Milestone

This milestone marks the latest chapter in AEWM's inspiring growth journey. It reflects the firm's ongoing commitment to innovation, partnership, and providing exceptional value to its advisors and clients.

Banca Generali: 1H 2025 Financial Results

This confirms the resilience and sustainability of our business model based on the quality of our bankers, which is being further reinforced through the expansion of our solutions.

CaixaBank reports a net profit of €2.95 billion in the first half of 2025, up 10.3%

This transformation includes adopting new technologies and developing pioneering initiatives such as the Facilitea portals to sell and rent homes and cars, and the launch of the Generación + platform, focused on our senior customer segment.”

Rathbones Group plc (“Rathbones” or the “Group”) announces results for the six months ended 30 June 2025

Rathbones enters the second half of 2025 in a position of financial strength and following a new capital allocation framework, and underpinned by a robust balance sheet, we are taking measured steps to return surplus capital to shareholders.

HSBC Suisse investigated by Swiss and French courts

The investigations against the Swiss subsidiary are currently at an early stage.

Basellandschaftliche Kantonalbank: Government Council prepares the interim appointment of an external Bank Council Chairman

It is within the competence of parliament to decide in which district committees the political review of the BLKB stake in radicant holding ag should take place.

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Wealth and Asset Management