Managers of Wealth

HSBC unit to halt services to ‘high risk’ Middle East wealthy clients

The move follows a finding by the Swiss banking watchdog Finma that the lender’s private bank failed to conduct adequate due diligence on high-risk accounts held

Danske Bank's Strategic Expansion and Technological Innovation in Private Banking: Reshaping Nordic Wealth Management

Danske Bank has strategically narrowed its focus to Denmark, Finland, and Sweden, where it aims to dominate high-value segments.

Citi Wealth Launches “Advisor Insights” Pilot and “AskWealth,” AI-Driven “Gamechangers” for Client Communications

The AI-powered innovations mark a significant step forward in Citi Wealth’s AI, data, and technological capabilities

Investors ditch wealth managers over fees despite strong returns

The findings highlight an increasing sensitivity among affluent investors to the impact of charges on long-term outcomes.

VP Bank reports half-year profit of CHF 28.8 million and significant net new money inflows with annualised growth of 8.3 per cent

VP Bank has taken decisive steps with the package of measures launched in 2024 to increase efficiency and accelerate growth.

Ukraine’s PrivatBank posts 14% profit rise, accounts for nearly half of sector earnings

The top five also included state-owned Ukreximbank with 4.22bn hryvnias, and First Ukrainian International Bank (FUIB) with 3.57bn hryvnias, both recording slight declines.

Migros Bank further expanded its business in the first half of 2025

Migros Bank also received various awards in the areas of credit cards, investing, digitalization, and customer satisfaction.

Morgan Stanley Investment Management’s 1GT Invests in Series C Funding for Overhaul Group

The Company’s proprietary IoT-enabled software provides real-time cargo tracking and protection, while proactively responding to threats to asset integrity.

Bank of Singapore loses private banker

The private banker had been with the Singaporean bank for over seven years, and was previously with UOB and UBS.

What not to do with £100 million, according to top wealth managers

Leading voices from the Tatler Address Book share the pitfalls to avoid

Centricity Expands Private Banking Team to Boost Reach Beyond Metros

They will manage portfolios exceeding INR100 crore (USD12 million) in major cities, and portfolios above INR50 crore (USD6 million) in tier II and III locations.

UBS slashes euro zone corporate earnings outlook for 2025

UBS, which had previously estimated flat growth for 2025, expects earnings to recover with a 5% growth in 2026 and a faster acceleration in 2027, supported by improving trade dynamics and policy clarity.

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

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Wealth and Asset Management