Managers of Wealth

Van Lanschot Kempen launches second private equity fund focused on North America

Kempen North American Private Equity Fund II provides access to small and mid-sized private companies in North America.

J. Safra Sarasin Group completes the acquisition of majority stake in Saxo Bank

Daniel Belfer, CEO of Bank J. Safra Sarasin, will be appointed CEO of Saxo Bank.

BOV Asset Management funds deliver positive results in a volatile year

Global markets experienced significant ups and downs throughout the year. Nevertheless, both equity and bond markets finished 2025 in positive territory.

Raiffeisen Switzerland sells large portion of its Leonteq shares

Closure of the transaction is subject to regulatory approval and is expected no later than in the third quarter of 2026.

Annual results 2025 of the Swiss National Bank

This allows for a dividend payment of CHF 15 per share, which corresponds to the maximum amount stipulated by law, as well as a profit distribution to the federal government and the cantons totaling CHF 4 billion.

UBS plans to keep Ermotti on as CEO for longer, NZZ reports

Ermotti, who oversaw the Swiss bank's 2023 emergency takeover of Credit Suisse, is set to step down by the middle of 2027

7IM launches Amicus Wealth Management following merger

The merger follows 7IM’s acquisition of Amicus Wealth in December 2023.

Wealth firms double down on AI as Sowell and Guardian forge new tech alliances

Firms expand AI-driven platforms, including a new enterprise partnership for RIA custodian Altruist, to boost advisor productivity and client service.

A new wave of innovation in evergreen private credit funds: run-off and rolling vintage structures

Institutional investors dramatically scaled up their allocations, attracted by contractual cash flows, downside protection, and illiquidity premiums of 200–400 bps over public debt.

Coller Capital announces partnership with Mediobanca Private Banking to bring Coller’s flagship evergreen secondaries fund to Italian professional investors

The partnership aligns with Mediobanca Private Banking’s strategic focus on alternatives.

Deutsche Bank raises €500m for Eltif tie-up with Partners Group in three months

The rapid fundraise makes the Eltif one of the largest in the market.

Oaktree considers sale or London IPO of UK wealth manager Utmost

The potential transaction comes amid heightened deal activity across the UK wealth and insurance sector.

Cresset Welcomes $2 Billion Advisory Team to San Francisco Office

Heather Pelant previously served as a Partner and Managing Director at Baker Street Advisors.

Iress seeks buyer post-simplification, appoints interim APAC wealth CEO

Following targeted divestments in 2025 to streamline the business and focus on wealth and trading, Iress chief executive Andrew Russell says the technology firm is open to potential sale discussions.

HSBC Launches Largest Wealth Center in Singapore

The center boasts 7,884 square feet of space with 14 meeting rooms and, including enclosed teller rooms and private client advisory rooms.

Rathbones sets course for next stage of growth

Statutory profit before tax rose 53.5% to £152.9 million, benefitting not only from these synergies but also from a sharp reduction in integration costs, while underlying profit before tax rose 4.6% to £238.1 million.

Partners Group to sell atNorth for an EV of USD 4 billion

The transaction values atNorth at an enterprise value ("EV") of USD 4 billion.

VZ Attracts Net New Money and Increases Profit

As expected, banking income was the only component to decline, falling by 10 percent as a result of lower interest rates.

Why wealth, asset managers must rethink what success looks like beyond growth at any cost

PwC’s Roland Kastoun tells InvestmentNews that rising AUM can mask weakening economics and argues that only firms focused on repeatable earnings, scale discipline and decisive strategy will thrive.

Praxis’ John Medina recognised in 2026 most influential list

Throughout his career, John has developed a reputation for combining technical depth with a measured and considered approach to complex cross-border matters.

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Wealth and Asset Management