Managers of Wealth

The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great

The biggest intergenerational wealth transfer in history is about to happen.

LGT reports strong rise in profit in the first half of 2025

Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.

Apollo lists 5 evergreen private funds on iCapital Marketplace

iCapital has expanded its partnership with Apollo to bring more private market funds to wealth managers.

Swiss Structured Product Industry Report Q2 2025

In Q2 2025 the total turnover of USD products amounted to CHF 24 bn, representing a turnover share of 42%

Italy's Mediobanca gets ECB approval for Banca Generali deal

Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.

FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice

The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale.

Julius Baer to review fees for UK clients

Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.

BCGE Group: Reasonable result thanks to strong business momentum

In view of the current interest rate environment In view of the current interest rate environment and the weaker economy

Supporting the next generation through investment and philanthropy

He bundled different proprietary software aimed

BNZ Private Bank investments: WealthNet upgrade

WealthNet provides online real-time access to all your investment and reporting in one convenient location.

Costs of privately schooling next generation set to nearly double

With A-level results day approaching, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inflation on private school fees for the next generation.

Flossbach von Storch wants to become more visible in Switzerland

Volume has never been our primary concern, neither in Switzerland nor in Germany, our home market, nor anywhere else.

Titan Wealth losses rise to £44.7m as interest payments mount

The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.

Standard Chartered has launched fourth VCC sub-fund

The fund seeks to capture the best ideas from PIMCO across the whole credit spectrum

UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London

Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability

Pictet AM's Olivier Monti: «The Future of Asset Management»

The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.

Ex-EdR investment chief finds ‘freedom of choice’ at IAM

Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.

AEK BANK: Significant increase in customer deposits and customer loans

The high demand for financing, especially in private residential construction

Jonathan Sorrell becomes Rathbones CEO as Stockton steps down

Sorrell joins as the wealth firm tries to finish off the complex process of integrating Investec Wealth & Investment and get back to growth.

Scotia Global Asset Management announces sub-adviser changes Français

There will be no change to the investment objectives of these funds as a result of these changes.

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Wealth and Asset Management