Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas
The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.
Wealth and Asset Management
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Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
The funding comes as Eton Solutions experiences rapid growth.
Private banks reserve semi-liquids for wealthier clients
Alts selectors are under no illusions that liquidity is guaranteed in evergreen private markets funds.
Morgan Stanley profits rise 15% as wealth and trading divisions shine
Wall Street bank’s unit serving high-income clients pulled in $59bn of net inflows during the second quarter
Nature-positive investments gain traction
The private sector is providing some leadership, successfully turning nature-based challenges into business and investment opportunities.
Partners Group reports solid AuM development in H1 and reconfirms full-year guidance
On the client side, we saw solid demand, despite a broadly muted fundraising environment.
Atlas acquires RIA firm Central Wealth Management
As agreed, CWM founder Eric Heiting will now lead the wealth management division at Atlas
Sneha Shah: The wealth community in a digital-first world
The recipients of this influx of wealth are primarily millennials and Gen Z
Signa proceedings: Charges against René Benko for fraudulent bankruptcy
Charges of fraudulent bankruptcy on facts from the insolvency proceedings of René Benko
Zuger Kantonalbank presents successful half-year results 2025
This growth was evident across all business areas and underscores the bank's broad-based profitability.
Building Wealth And Protecting It For Business Owners And High Earners
These stories aren’t just headlines—they’re real, painful reminders of why financial literacy and constant oversight matter at every stage of the wealth lifecycle —from accumulation to preservation to transfer.
Banque Pictet and SIX Conclude Landmark Pilot to Tokenize and Fractionalize Corporate Bonds
This initiative, which took place on the SIX Digital Exchange (SDX), marks a significant milestone in bridging traditional capital markets with the efficiencies of digital asset technology.