Managers of Wealth

Standard Chartered to launch digital platform aimed at tech-savvy, young investors

The digital platform is part of the lender’s planned US$1.5 billion investment in the wealth management business over the next five years

UBS resolves legacy Credit Suisse matter with US Department of Justice

With this agreement, UBS has resolved another of Credit Suisse's legacy issues, in line with its intention to resolve legacy matters at pace in a fair and balanced way and in the best interest of all its stakeholders.

Assessing implications and next steps for the Swiss tariff shock

The move came as a surprise as the Swiss government was engaged in reportedly constructive negotiations with the Trump administration in July and hadn’t received a prior tariff notice.

BUX launches Europe’s first self-directed active ETF portfolios in partnership with J.P. Morgan Asset Management: BUX Prime Investment Plans

With this launch, BUX becomes the first neobroker in Europe to make actively managed multi-asset ETF portfolios available to retail investors in the form of automated, self-directed Plans.

‘Business-friendly’ approach applauded by Peregrine Wealth

Guernsey’s ‘business-friendly’ environment has been praised by the directors of Peregrine Wealth, as the group celebrates 25 years since the launch of its first Guernsey-domiciled fund.

SJP claws back £85m after reviewing ongoing advice compensation

This came after reviewing new industry guidance around ongoing financial advice services, issued by the FCA in February 2025.

Societe Generale: Second quarter and first half 2025 results

For the first half of 2025, an interim dividend of EUR 0.611 per share will be paid on 9 October 2025

Brookfield Infrastructure Partners

Brookfield Infrastructure Reports Solid Second Quarter 2025 Results

Where Do Switzerland's Private Bankers Celebrate August 1st?

According to the paper, Renaud de Planta and, more recently, Bertrand Demole have left Switzerland

7IM works with fintech Tikker - supporting advice firms with operational resilience

The time taken between making an adjustment and executing it could span multiple trading windows.

OCBC Group First Half 2025 Net Profit at S$3.70 billion

Interim dividend of 41 cents declared

CIC (Switzerland) achieves a net result of CHF 25.2 million - despite a tense macroeconomic environment

This weakening is due to a lower interest margin – a consequence of interest rate cuts and the tense situation on the Swiss money market. I

Strategic partnerships at the heart of Eurobank’s wealth management transformation

These initiatives reflect Eurobank’s commitment to deepening client engagement, professionalizing portfolio solutions and enhancing both service quality and overall client experience.

Praxis’ Private Wealth teams recognised in Chambers High Net Worth Guide 2025

The recognition is an independent endorsement of Praxis’ technical expertise and consistent client-first delivery.

HSBC Holdings plc Interim Results 2025

Target basis operating expenses were $0.4bn or 3% higher than in 1H24, primarily due to higher spend and investment in technology and the impacts of inflation.

Citi Proud to Continue Supplying Services to UK Government

The new agreement encompasses a suite of services including Overseas Payments, Automated Clearing House (ACH) network services as well as FX Advisory and spot FX services.

SJP claws back £85m after reviewing ongoing advice compensation

The money, which equates to £63.4m after tax, will be returned to shareholders through its buy-back scheme.

Mediobanca Financial statements as at 30.06.2025 approved

DISTRIBUTION AMONG THE HIGHEST IN THE INDUSTRY

Schroders Half year results to 30 June 2025 (unaudited)

Strong progress on transformation; adjusted operating profit up 7%

Interim results of the Swiss National Bank as at 30 June 2025

The SNB's financial result depends largely on developments in the gold, foreign exchange and capital markets.

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Wealth and Asset Management