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Wealth and Asset Management

02/11/2025

Wealthy Brits more likely to attribute wealth to investing in markets than property, according to Brown Shipley survey

35% of affluent Brits attribute wealth to investment performance, while 19% attribute wealth to property investments

02/11/2025

St James’s Place dethrones Fundsmith as UK’s largest fund

SJP Polaris 3 becomes first UK fund to amass more than £30bn of assets.

02/11/2025

Migros Bank accepts setback in interest business

Migros Bank achieved the second-best result in its history in 2024 with a profit of 282 million francs.

02/11/2025

UBS CEO Reiterates Focus on Cost Cuts in US Wealth

The comments came as UBS’s headcount in the Americas

02/11/2025

Pictet announces full-year results for 2024

Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.

02/11/2025

Wealth Management Sector Scorecard: Key Factors Shaping the Wealth Management Sector in 2025

This report scores the world's leading wealth management companies against the 10 themes that are impacting their industry the most.

02/11/2025

Fund finance uncovered: Five key trends from our industry roundtable

The fundraising environment is improving and there will essentially be a backlog of funds that were not launched in 2023 or 2024.

02/11/2025

Standard Chartered: local and global experts

Demir Avigdor, managing director, head of private banking UK, Standard Chartered, believes wealth is growing, not only in volume, but geographically.

02/10/2025

European and UK Equity Capital Markets Review January 2025

Equity markets have carried 2024’s momentum into January 2025, with uncertainty over US trade tariffs impacting February performance.

02/10/2025

BlueOrchard-managed InsuResilience Private Equity strategy reaches target size

This development marks a key milestone for the strategy focused on enhancing climate resilience in underserved communities across developing regions.

02/10/2025

Bridging business borders between the UK and Germany

In an increasingly globalised world, the importance of cross-border business relationships can’t be overstated.

02/10/2025

Verso Group expands with WH Ireland Henley-on-Thames team

They will collaborate with Verso’s leadership to drive regional growth.

02/10/2025

CaixaBank Private Banking recognizes its clients’ social commitment with its 7th Philanthropy Awards

CaixaBank Asset Management also participated in the organization of the award presentation gala dinner.

02/10/2025

Wellington expands UK wealth offering with four Ucits funds

The funds aim to broaden UK and European investor access while providing shareholder voting rights and improved fund oversight.

02/10/2025

Ex-BlackRock fund bosses cash in on Lift Financial’s sale to Brooks

BlackRock Gold & General manager Evy Hambro and disgraced former BlackRock UK Absolute Alpha manager Mark Lyttleton are among those receiving payouts.

02/10/2025

Lombard Odier recognised as Best Domestic Private Bank for the ninth time at the WealthBriefing Swiss Awards 2025

Our achievements in the wealth management industry were recognised

02/07/2025

Vontobel delivers strong growth in profitability

Net profit was up by 24 percent to CHF 266 million. Return on equity increased to 12.3 percent.

02/07/2025

Bank WIR achieves new records in 2024

A dividend increase will be proposed to the General Meeting.

02/07/2025

Rothschild & Co’s Swiss Wealth Management business wins ‘Best Bank for International High Net Worth Clients’ at WealthBriefing Awards 2025

As an independent financial services group, Rothschild & Co offers its clients a long-term investment perspective free from conflicts of interest.

02/07/2025

Apollo eyes wealth expansion in France

The alternative asset manager is also looking to have greater on-the-ground presence in the country.

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