Geneva private bank reveals 13% rise in AUM
The operating profit of CBH declined from CHF 84.2m in 2024 to CHF 55.7m in 2025.
Wealth and Asset Management
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Net Zero Asset Managers Initiative Relaunches with Global Investor Backing and Updated Commitment
The strong investor backing for NZAM signals that asset managers around the world continue to recognise and take steps to address climate-related financial risks and opportunities.
2025 Results for CBH Compagnie Bancaire Helvétique
This remarkable performance was driven by net new money inflows of CHF 2 billion, reflecting renewed client confidence in the Group's value proposition.
Systematic multi-strategy as a portfolio diversifier
First, there are traditional multi-strategy funds, which use a combination of discretionary trades and quantitative signals.
Edmond de Rothschild says it will 'monitor the situation' after release of Epstein files
Ariane de Rothschild this week wrote to clients of the bank and employees to reassure them about the strength of the group, a spokesperson told Reuters.
Pictet Asset Management Launches Pictet AI Enhanced US Equity ETF (PQUS)
Both PQUS and PQNT are managed by the firm’s Quantitative Investments team, and utilize the same proprietary machine learning and AI models that power Pictet’s institutional strategies.
Wealth managers back AI, but client trust is decreasing
Despite this apparent decline in client trust, UK wealth managers remain confident in the potential for AI to support them in their roles.
Cannataro Family Capital Partners Recognized for Excellence in Wealth Management by Forbes
The firm is widely respected for its ability to seamlessly integrate personal, family, and business financial planning-a sophisticated approach that requires both deep technical expertise and close collaboration with clients' trusted advisors
Citi Announces its Blueprint for Housing Opportunity Initiative — A $60 Billion Commitment to Enhance U.S. Housing Affordability and Help Create and Preserve 250,000 Units Over Five Years
Citi Foundation will also Deploy $50 Million in Philanthropic Grants to Non-Profits Addressing Housing Challenges in their Communities
HNWIs hold $87trln in wealth; UAE attracts 9,800 new millionaires in 2025: report
The report underscores Dubai’s emergence as a destination of choice for HNWIs, family offices and global private capital
EFG publishes agenda for its Annual General Meeting 2026
This represents an increase of 8% compared to the dividend for the 2024 financial year and reflects five consecutive years of dividend increases.
HSBC Holdings plc Annual Results 2025
Our targets and expectations reflect our current outlook for the global macroeconomic environment