Private banks reserve semi-liquids for wealthier clients
Alts selectors are under no illusions that liquidity is guaranteed in evergreen private markets funds.
Wealth and Asset Management
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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.
Bank Avera takes another step towards digitalization
"bLink" enables companies to securely and standardize data exchange with their accounting systems.
Celebrating its 20th anniversary: Fondation Lombard Odier launches funding programme for international environmental projects
Building on two decades of experience in targeted project funding, from 2025 the foundation will support international initiatives that combine climate protection with tangible social benefits.