Italy's Mediobanca gets ECB approval for Banca Generali deal
Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.
Wealth and Asset Management
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Swiss Structured Product Industry Report Q2 2025
In Q2 2025 the total turnover of USD products amounted to CHF 24 bn, representing a turnover share of 42%
Apollo lists 5 evergreen private funds on iCapital Marketplace
iCapital has expanded its partnership with Apollo to bring more private market funds to wealth managers.
LGT reports strong rise in profit in the first half of 2025
Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.
The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
The biggest intergenerational wealth transfer in history is about to happen.
California Team Leaves UBS to Create a New Independent, Planning-Driven Firm: Dial Square Private Wealth
Dial Square works with wealth creators who are looking to protect the assets they have already built, as well as clients on the rise who want to grow wealth and achieve new heights through a disciplined approach.
FNZ launches Advisor AI to redefine advisor productivity and scale personalized advice
The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale.
Julius Baer to review fees for UK clients
Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.
BCGE Group: Reasonable result thanks to strong business momentum
In view of the current interest rate environment In view of the current interest rate environment and the weaker economy
Supporting the next generation through investment and philanthropy
He bundled different proprietary software aimed
Jonathan Sorrell becomes Rathbones CEO as Stockton steps down
Sorrell joins as the wealth firm tries to finish off the complex process of integrating Investec Wealth & Investment and get back to growth.
AEK BANK: Significant increase in customer deposits and customer loans
The high demand for financing, especially in private residential construction