Carlyle buys wealth giant Intelliflo
Private equity powerhouse targets the tech provider for its latest purchase
Wealth and Asset Management
14954 articles found
Rothschild & Co Hit by Volatile Markets
In the first half of 2025, the bank posted a sharp drop in profit amid restructuring and turbulent markets.
Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking
Sygnum and Incore were among the first banks in Switzerland to receive FINMA approval for digital asset banking services.
Bank Zimmerberg exceeds strategic goal
It was able to partially compensate for the decline in interest margins with growing commission income.
Standard Chartered eyes affluent growth via digital wealth-lending and global network
The bank is positioning to capture the next wave of growth, according to Ayesha Abbas.
Julius Baer bets China stocks to close gap on soaring HK shares
Hong Kong stocks’ strong rally this year has driven the premium mainland shares trade at to a record low, creating a trading opportunity, but not all investors are convinced.
Canaccord Genuity Group Inc. through its Australian operation announces acquisition of wilsons advisory
Agreement substantially increases the scale of the Company’s Australian wealth management business and establishes a strong platform for continued growth
Lombard Odier reports half-year 2025 results
First-half operating income stood at CHF 678 million, up 2% year-on-year, driven by a 6% increase in commissions.
Why it is not just high net worth individuals departing the UK
These people are also going away and these are actual UK taxpayers.
Sequoia Financial to buy wealth manager The Martin Worley Group
The acquired company managed assets worth $430m as of 30 June 2025.
Bank of East Asia profits rise as wealth business offsets bad property loans in Hong Kong
First-half net profit jumps 14 per cent to HK$2.41 billion (US$308.6 million), beating analyst expectations
Kaiser Partner Private Bank on Track for CHF 10 Billion
The most striking improvement came in interest income, which soared 62,5 percent to 6,6 million francs.