Unified Managed Accounts | The Architecture of Scalable Wealth Management
At the center of this shift is Unified Managed Account (UMA) as the infrastructure powering scalable, personalized advice.
Wealth and Asset Management
15308 articles found
ABN AMRO publishes Annual Report 2025
The annual report features interviews with board members of ABN AMRO and of new parts of the organisation such as Hauck Aufhäuser Lampe and BUUT, our neobank for young people.
J.P. Morgan banks on Europe’s defence boom
J.P. Morgan was a joint global co-ordinator and stabilisation manager.
Citi’s Deborah Querub on the steady rise of digital assets in wealth management
She began working in risk management during the Global Financial Crisis of 2008, gaining a close view of the resilience and complexity of global markets.
Record net new money inflow: New bank reports best year of growth with stable profit
This was primarily driven by net new money inflows of CHF 735 million, a new record in the bank's history and significantly surpassing previous bests.
Clientis Group Reports Decline in Profit
Despite the challenging market environment, the group slightly increased its operating result by 0,6 percent to 201,5 million francs.
Strategies investors can implement to boost the resilience of portfolios
Substituting a portion of direct equity exposure with capital preservation strategies can help investors capture most of any potential gains while limiting potential losses.
Deutsche Bank publishes 2025 Annual Report and confirms outlook for 2026
This underscores the strength and resilience of our Global Hausbank.
Mirabaud inaugurates renovated Paris headquarters to support its growth in France
This project forms part of the positive momentum of Mirabaud’s activities in France since the opening of its office in 2003 and aims to provide both teams and Clients with an optimised working environment.
Citizens charts private bank expansion
The regional bank intends to add at least five private wealth teams this year, as it seeks to differentiate with integrated service for high-net-worth clients, the bank’s president said.
Swiss Post achieves solid annual result – pressure to act requires refinement of current strategy
PostFinance has also increased its operating result in a challenging interest rate environment and contributed to a solid Swiss Post result.
Private equity investor warns over data failures at UK wealth firms
Some consolidators cannot properly gather basic metrics like net new money because of a lack of investment in their information systems