Rethinking legacy: how families are rewriting the rules of generational wealth
This evolution ensures that legacy is defined by a shared sense of intent rather than just the transfer of capital.
Wealth and Asset Management
15416 articles found
Annual Report 2025 Union Bancaire Privée
Geopolitical tensions, economic polarisation, protectionist policies, and climate change continue to challenge the global economy.
Strong momentum with CHF 10 billion net inflows in 2025 taking assets under management to a record high close to CHF 200 billion
These strong results are supported by the continued strength of the Group’s financial structure.
2025 Annual results: Mirabaud reports a 10% increase in net profit
The publication of its 2025 annual report is scheduled for late April 2026.
208 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-in-State” List
The advisors selected for the list represent the highest tier of professionals across the country—chosen through a rigorous review of thousands of submissions from top-performing women in wealth management.
Apex Group joins BlackRock's Aladdin Provider Network to launch a private credit outsourcing solution
Collaboration empowers private credit managers to combine Apex Group’s servicing with BlackRock’s Aladdin technology for greater control and efficiency
ABN AMRO and Florius adjust policy on interest-only mortgages
From this date, new mortgages may include an interest-only portion of up to a maximum of 30% of the property value.
The Swiss franc: a secular upward trend
In an environment of low interest rates and a normalised Swiss monetary policy, that strength requires bold, diversified asset management in order to enhance returns.
887 Billion Francs: Independent Asset Managers Rival UBS in Switzerland
It even surpasses the globally managed assets of Pictet, Switzerland’s second-largest private bank after UBS.
Investec Group pre-close trading update
The Group is expected to deliver a resilient performance, reflecting the strength of our client franchises and diversified revenue streams.
Hart searches for soul of Singapore’s wealth business
Asian families are starting to value independent boutiques ahead of the region’s banks, says Elizabeth Hart of Legacy Wealth Advisors, but many are still tempted by quick returns rather than longer-range holistic wealth strategies
Goldman Sachs Invests $42.5M in GeoWealth
The turnkey asset management platform will use most of the capital for shareholder liquidity, with the remainder funding UMA technology development, tax and AI planning.