$4.7B Wealth Unit Spins Out from Baker Tilly
Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.
Wealth and Asset Management
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Manulife Named "Asia's Best Insurance Provider for Wealth Management" by Euromoney
The win reflects the company's strong growth momentum, innovative product suite, unmatched cross-border service capabilities, and deep relationships with its distribution partners.
Saffery Private Wealth Team wins three categories at the WealthBriefing Awards 2026
These awards celebrate the depth of expertise, technical strength, and consistently high-quality client service delivered by our Private Wealth specialists.
Wealth demand for private credit holds firm despite fresh liquidity concerns
Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit
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.
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.