SG banks to report mixed NIM, strong wealth and trade income for Q1
NIMs for the quarter may be flat to declining quarter-on-quarter.
Wealth and Asset Management
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Outflows into crypto-land: ZKB takes countermeasures
ZKB's own offering has been particularly well-received in private banking.
CIC (Switzerland) records record results – for the second time in a row
This represents an increase of 15.4% over the previous year's profit, which was already exceptionally high.
Cross-border wealth: EFG International rewrites playbook for wealth transfer
In today’s increasingly interconnected world, wealth doesn’t recognise borders. But legal systems do. For UHNW families with assets, homes, and heirs across multiple jurisdictions, passing on wealth is far from straightforward.
UBS Private Wealth Advisor Michael Lundon named to Forbes Best-In-State Wealth Advisors list
The advisors highlighted on the 2025 Forbes Best-In-State Advisors list oversee a collective $16.7 trillion in assets.
Private banks are winning over Gen Z clients using technology
A new wave of investors, young and tech-savvy, demand a digital-first approach
HSBC Holdings plc 1Q 2025 Earnings Release
Excluding notable items, annualised RoTE in 1Q25 was 18.4%, a rise of 2 percentage points compared with 1Q24.
Vontobel drops ‘sustainable’ from name of $2.7bn EM equity fund
The fund house cites continued support of environmental and social aims despite an ESMA-driven change to strategy branding.
UBS Advisor Adam Epstein Named a Forbes Top Wealth Advisor
Adam is the founding member of Epstein Partners, one of the largest advisor teams at UBS Private Wealth Management.
Deutsche Bank reports 39% year-on-year rise in first-quarter profit before tax to € 2.8 billion
Profit before tax of € 2.8 billion, up 39% over first quarter of 2024
Wealth of Swiss Private Households Increased in 2024
This increase was due to both transactions and capital gains. Households invested during every quarter.
Baby Boomers hold more than half of the UK’s housing wealth
Savills also estimates the demographic still has around £60bn in outstanding mortgage borrowing