Mirabaud builds cautious digital update to traditional business
Lionel Aeschlimann says the future of wealth management and of Mirabaud, the traditional bank which he runs, will be digital, personal and built to last
Wealth and Asset Management
15354 articles found
EFG International Reports Record Half-Year Profit of CHF 221 Million
Net new assets² totalled CHF 5.4 billion, corresponding to an annualised growth rate of 6.5%, above EFG’s target range of 4-6%
Standard Chartered: UAE leads key markets in HNW allocation to sustainable investments
UAE investors allocate the highest share of their portfolios to sustainable investments among eight markets surveyed globally for new report
Netwealth targets the ultra-wealthy with new platform
It is said the platform will support wholesale investors with “advanced capabilities, exclusive branding and a differentiated service experience”, and is set to launch in the second half of 2025.
7IM overhauls transfers as part of major platform transformation
7IM launches automated transfer process for new transfers, cutting times by up to 25% and reducing adviser admin as part of its multi-year platform transformation programme.
New member announcement: Allfunds
One of the world’s leading WealthTech platforms, providing a fully integrated ecosystem
UBS and LSEG announce long-term strategic partnership
The partnership also positions UBS to benefit from the next-generation capabilities on LSEG Workspace.
Five years running: Quilter ups forecast for Monthly Income Portfolios again
The upgrade in forecasts follows another successful year where the income delivered came in ahead of estimates.
Chinese Wealth Managers Close Out Dollar Products Early After Profit Goals Met
Rated PR2, or medium-to-low risk, it had an annualized profit target of 4.2 percent. Due to mature in December next year, it was liquidated just seven months after launch.
Lombard Odier shifts focus to challenged UK entrepreneurs
Entrepreneurs need business and investment support, including highly skilled portfolio management, but private banks can also help establish key connections within the peer group
Drivers of value creation – Private Banking
The next decade will witness one of the largest intergenerational wealth transfers in history, with UK baby boomers expected to pass down approximately £1.2 trillion to younger generations.
How big private banks are doubling down on private markets
Our survey features ten banks, including UBS, Pictet and LGT.