$76bn wealth manager pursuing take-private sale: Sources
AlTi Global, which has two Swiss offices, has retained JP Morgan to serve as its financial adviser.
Wealth and Asset Management
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ABN AMRO posts net profit of EUR 606 million in Q2 2025
Solid financial performance: Net profit EUR 606 million and return on equity 9.4%
UK inheritance tax reforms: why family governance is key to business succession
The Budget included the announcement that 100% BPR and APR will be capped to the first GBP 1 million of combined agricultural and business assets for every person or pre-existing trust from 6 April 2026.
Commerzbank with record figures in the first half of the year
Targets for 2025 raised
Bellevue strengthens sales team in Germany
She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.
Quilter reports adjusted profit of £100 million and H1 2025 core net inflows of £4.5 billion representing 8% of opening AuMA (annualised)
Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.
Swiss equities in focus
They discuss how Q1 saw large inflows into the market
Bond Market in July: PSP Brings Floaters Back to Switzerland
July is traditionally a quiet month on the Swiss capital market due to the holiday season.
Sterlington Welcomes Leading Private Wealth Team from Morgan Lewis
Additional team members are expected to join in the coming weeks.
AES appoints Andrew Bates as CEO of AES Private Wealth and Family Office
Strengthening commitment to globally minded families in MENA
Wealth Enhancement Announces Acquisition of Manwaring Wealth Management, an Independent RIA with Over $164 Million in Client Assets
This partnership marks Wealth Enhancement's third location in Arizona and brings the firm's total client assets to more than $117.8 billion.
HSBC Hong Kong desk head joins JP Morgan Private Bank
The 12 year HSBC veteran has moved over to the US bank in Hong Kong.