Managers of Wealth

The power of precision: private banks turn to new generation of clients

By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients

Clientis Key figures and annual reports

Information on the business development of the Clientis Group and Clientis banks

Luzerner Kantonalbank Reports 1st Half 2025

Best half-year result in history

UBS and Gaëlle Deschamps Empower the Next Generation of Female Leaders in Jersey

“Empowering young women to lead isn’t just morally right — it’s economically smart. Closing the gender gap could unlock $12 trillion for the global economy.

UBS Announced as Official Partner for Supertri League Jersey

The partnership reflects a shared commitment to performance, purpose and positive impact, both on and off the course.

Sanctuary Wealth Welcomes Marksman Wealth Management

San Antonio-based Firm to Drive Growth Through Sanctuary's Partnered Independence Model

Hong Leong Opens New Private Banking Office in Singapore

The office marks another milestone for the Malaysian private bank, which has been ramping up for growth as of late.

Busy first half of 2025 - Zürcher Landbank

Encouraging business performance despite challenging interest rate environment

Carlyle buys wealth giant Intelliflo

Private equity powerhouse targets the tech provider for its latest purchase

Rothschild & Co Hit by Volatile Markets

In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.

Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking

Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.

Bank Zimmerberg exceeds strategic goal

It was able to partially compensate for the decline in interest margins with growing commission income.

Standard Chartered eyes affluent growth via digital wealth-lending and global network

The bank is positioning to capture the next wave of growth, according to Ayesha Abbas.

Julius Baer bets China stocks to close gap on soaring HK shares

Hong Kong stocks’ strong rally this year has driven the premium mainland shares trade at to a record low, creating a trading opportunity, but not all investors are convinced.

Canaccord Genuity Group Inc. through its Australian operation announces acquisition of wilsons advisory

Agreement substantially increases the scale of the Company’s Australian wealth management business and establishes a strong platform for continued growth

Lombard Odier reports half-year 2025 results

First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.

Why it is not just high net worth individuals departing the UK

These people are also going away and these are actual UK taxpayers.

Sequoia Financial to buy wealth manager The Martin Worley Group

The acquired company managed assets worth $430m as of 30 June 2025.

Bank of East Asia profits rise as wealth business offsets bad property loans in Hong Kong

First-half net profit jumps 14 per cent to HK$2.41 billion (US$308.6 million), beating analyst expectations

Kaiser Partner Private Bank on Track for CHF 10 Billion

The most striking improvement came in interest income, which soared 62,5 percent to 6,6 million francs.

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Wealth and Asset Management