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Wealth and Asset Management

04/03/2024

Rathbones serves as official wealth management partner

Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.

04/03/2024

The top three challenges for German financial companies in 2024

Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels

04/03/2024

Only third of HNWIs utilising new pension annual allowance

For those aged 55 and over the ‘shortfall’ is even larger, at more than £115,000.

04/02/2024

EFG boss Pradelli is not targeting “old money” and is looking for new RMs

Former Julius Baer boss Boris Collardi has been on board since 2022.

04/02/2024

Valartis pays dividend despite loss

The financial result showed a loss of 8.5 million francs

04/02/2024

"Private banking jobs are a nightmare compared to investment banking jobs"

Private banking is simply much harder to deal with.

04/02/2024

UBS Group AG announces launch of new share repurchase program of up to USD 2bn

UBS Group AG confirms expected repurchases for 2024 of up to USD 1bn. The 2022 share repurchase program concluded on 28 March 2024.

04/02/2024

Quintet 2023 net profit rises to €46.9 million

“Overall financial performance was robust over a 12-month period when we strengthened the foundation of our firm to support sustained growth

04/02/2024

How Partners Group can help UHNWs can harness the power of private markets

With its long history of offering evergreen funds, Partners Group has unrivalled experience in educating and empowering UHNW investors

04/01/2024

Coutts support the UK’s interactive entertainment sector through sponsorship of the London Games Festival for the third year in a row.

Coutts is one of the UK’s largest commercial and private bankers of interactive entertainment clients, with over 10 years specialised experience in the sector.

04/01/2024

Mind the Gap! The unfair distribution of wealth in Europe

The extent to which wealth is unevenly distributed varies considerably from country to country too

03/28/2024

EFG’s Pradelli looks beyond Europe’s ‘old money’

EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.

03/28/2024

“Why would I not do it?” How our green retrofit mortgage slashed energy costs for a client

When it came to his new family home, professional mortgage advisor and broker Daniel Everritt saw the Coutts green retrofit mortgage as a complete ‘no-brainer’.

03/28/2024

Sergio Ermotti Rewarded with Mega Bonus for Mammoth Task

For comparison, his predecessor Hamers received a total compensation of 12.6 million Swiss francs in 2022.

03/28/2024

Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023

Strategic plan progress delivers strong, profitable growth

03/28/2024

Could it be time to change your wealth manager?

Most importantly, all this should be on your chosen terms.

03/28/2024

Geneva minnow is crowned best private bank in Switzerland

Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?

03/28/2024

Canaccord CEO: The ‘demonic’ private equity stereotype is changing

David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.

03/28/2024

UBS publishes Annual Report and Sustainability Report 2023

UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023

03/27/2024

Deutsche Bank repositions itself among the super-rich

Although there are relatively few clients in this segment, the business is highly profitable.

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BIL Suisse promotes former CS and Julius Baer executive

07-15-2025

Swiss real estate market: forever and ever upwards?

07-15-2025

Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas

07-17-2025

Macquarie Asset Management raises c. €3.5 billion for European infrastructure deb

07-18-2025

UHNW investors’ appetite for private markets undimmed in hunt for outperformance, research finds

07-18-2025

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07-18-2025

A woman has 42p in her pension pot for every £1 a man has

07-17-2025

Reimagining retail banking with Agent AI: Humanising scale, digitally

07-18-2025

What keeps European payment executives awake at night? New Celent report alert

07-21-2025

CaixaBank, Best Bank for Consumers in Europe and Best Bank in Spain in the Euromoney awards

07-21-2025

Wealth Shortlist Update: abrdn Global Smaller Companies

07-21-2025

UniCredit Named "Europe's Best Bank" and Honored with Multiple Achievements across Europe at the Euromoney Awards 2025

07-21-2025

Awards for Excellence national winners 2025: Germany’s best bank for large corporates – HSBC

07-21-2025

Deutsche Bank completes modernization of its ATMs in Germany

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Tax increases could still be needed - but where do we go from here

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