BNP Paribas Group: Results as of 31 March 2025
The meeting was chaired by Jean Lemierre, and the Board examined the Group’s results for the first quarter of 2025.
Wealth and Asset Management
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High net worth individuals view geopolitical risks as a direct threat to their wealth
A quarter (25%) of respondents identified trade policies, including tariffs and international disputes, as one of the biggest barriers to UK economic growth.
K2 Private Wealth debuts with bespoke advice and global expertise
The London-based advisory firm brings a fresh, client-focused approach to wealth management, co-founded by industry veterans.
Passing wealth: Julius Baer’s modern approach
Intergenerational wealth transfer has long been a critical topic for UHNW families, but today it is front and centre like never before.
Broadridge Unveils Asset Manager Rankings in China
This AUM growth and brand improvement continued to fuel global managers’ momentum in China, with most seeing an uptick in their China Power Ranking scores
What does a 900-year-old monarchy bring to modern private banking?
LGT Group, the Liechtenstein princely family’s private bank and fund manager, stewards more than $650 billion of assets for banks, insurers, pension funds, family offices and rich folk.
St James’s Place: Assets slump as firm gears up for fee changes
Analysts had been expecting funds under management at St James’s Place to continue rising from £190.2 to £197bn, underestimating the impact that market performance would have on the firm.
Swiss fund market: Uncertainty clouds the strong start
Despite the growing uncertainty in March, the Swiss fund market was still up 1.6% at the end of the month.
Bank Frick achieves good annual result of CHF 9.5 million
After two years of consistent realignment, investments in personnel and infrastructure remained at a high level.
Vontobel 3-month 2025 trading update
In the first quarter of 2025, assets under management increased by CHF 6.0 billion to a total of CHF 235.1 billion compared to year end 2024.
Mesirow Wealth Advisors Recognized by Forbes as 2025 Best-in-State Wealth Advisors
Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition.
Roy Lee of Leonteq: Elevating Structured Solutions for Independent Wealth Managers
Roy acknowledged that the independent wealth model has become increasingly central to Leonteq’s business in Asia, driven by growing demand for bespoke solutions and direct issuer access.