Managers of Wealth

EFG International Reports Record Half-Year Profit of CHF 221 Million

Net new assets² totalled CHF 5.4 billion, corresponding to an annualised growth rate of 6.5%, above EFG’s target range of 4-6%

Mirabaud builds cautious digital update to traditional business

Lionel Aeschlimann says the future of wealth management and of Mirabaud, the traditional bank which he runs, will be digital, personal and built to last

Women’s Wealth Alliance tackles misconceptions around financial planning roles

Only 36% of women outside the sector would consider financial planning

DBS Private Bank, Hamilton Lane offer customised private assets solution in Asia

Amid current market turbulence, investing in private assets can offer investors meaningful diversification and enhance portfolio resilience

Citi Targets Middle East Money With Push to Hire Private Bankers

James Holder, who assumed leadership of the unit’s Middle East operations this year, said in an interview that he aims to recruit private bankers to serve territories including Dubai, Saudi Arabia and Abu Dhabi.

Standard Chartered reveals growing appetite for transition investing in latest Sustainable Banking Report

Data highlighted that interest in transition investing alongside sustainable investing more generally is overwhelmingly high at 87% and 83% respectively.

High-net-worth customers at banks surge amid popularity of wealth management

The development is explained by the surging popularity of private banking services provided by the lenders.

Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service’ in the Middle East

This collaboration will launch the Middle East’s first “Family Office as a Service” platform, combining Asas Capital’s regional expertise with Eton’s cutting-edge ERP technology to transform wealth management for ultra-high n

Goldman Sachs to Launch Private Credit Collective Investment Trust for the Defined Contribution Market

New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series

Report: Echelon records Q2 record for wealth management M&A

The RIA investment bank logged 102 announced deals in the wealth management space during this year's second quarter.

How Centers Of Influence Choose Wealth Managers

Understanding the criteria COIs use to choose which wealth managers to refer and collaborate with can be crucial for the success of wealth management practices.

J.P. Morgan advisors named to Barron’s top 100 women list

Three advisors ranked in the top 10 in the country

Taiwan’s KGI Bank opens first Hong Kong branch with focus on wealth management, family offices

Private banking and private wealth management assets in Hong Kong jumped 15 per cent in 2024 to HK$10.4 trillion

Thidatip Thitikarunwong on Bridging Generations and Elevating Client Engagement in Asia's Wealth Management Landscape

These digitally savvy individuals, often educated abroad, bring with them a different set of expectations compared to their predecessors.

UBS, Rand Merchant Bank lead financial adviser M&A rankings in MEA for H1 2025

UBS topped by value, with $1.6bn in advised deals, while Rand Merchant Bank led by volume, with four deals to its credit.

LSE Group and UBS sign multi-year data and analytics deal

The agreement comes at an important time for UBS as the Swiss group continues to integrate the businesses of Credit Suisse, its former Swiss banking rival, after the two firms merged in July last year.

Presentation of the 2025 half-year results of the Julius Baer Group

This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.

Arbuthnot Banking Group Plc Unaudited results for the six months to 30 June 2025

The Directors of the Company accept responsibility for the contents of this announcement.

Drivers of value creation – Private Banking

The next decade will witness one of the largest intergenerational wealth transfers in history, with UK baby boomers expected to pass down approximately £1.2 trillion to younger generations.

Lombard Odier shifts focus to challenged UK entrepreneurs

Entrepreneurs need business and investment support, including highly skilled portfolio management, but private banks can also help establish key connections within the peer group

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Wealth and Asset Management