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Wealth and Asset Management

07/30/2025

Rathbones Group plc (“Rathbones” or the “Group”) announces results for the six months ended 30 June 2025

Rathbones enters the second half of 2025 in a position of financial strength and following a new capital allocation framework, and underpinned by a robust balance sheet, we are taking measured steps to return surplus capital to shareholders.

07/30/2025

HSBC Suisse investigated by Swiss and French courts

The investigations against the Swiss subsidiary are currently at an early stage.

07/30/2025

Titan Wealth acquires two more firms as AUMA grows to £37bn

The deal is subject to regulatory approval and the two firms will become part of the Titan Wealth Group.

07/30/2025

Man Group Half year results for the six months ended 30 June 2025

Sustained growth in our credit platform, with total AUM of $42.7 billion as at 30 June 2025

07/29/2025

Investec deploys SunTec Xelerate to enhance pricing and billing for corporate clients

SunTec says its tech will enable Investec to automate its pricing and billing processes for business banking clients and boost the efficiency of collections and charge recovery.

07/29/2025

Butterfield Reports Second Quarter 2025 Results

Quarterly cash dividend rate increased by 14% to $0.50 per share for the quarter ended June 30, 2025

07/29/2025

Berenberg Sharpens Its Profile in Switzerland

The Hamburg-based private bank Privatbank Berenberg is no longer an unknown player in Switzerland.

07/29/2025

Barclays Private Bank profits boosted 18% in H1

Assets at the division increased by £4.5bn to £213.4bn in the first half.

07/29/2025

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.

07/29/2025

CaixaBank Private Banking surpasses €50 billion under independent advisory, consolidating its leadership in Europe

The service now has nearly 14,500 clients

07/29/2025

How should investors read tariff deals and deadlines?

The evolving tariff landscape will induce a meaningful slowdown of the global economy, albeit not a recession

07/29/2025

Thriving Family Offices Market Set To Reach $25.46 Billion By 2029

The Business Research Company's Family Offices Global Market Report 2025 – Market Size, Trends, And Global Forecast 2025-2034

07/29/2025

BNP Paribas seeks to selectively expand global wealth footprint

Vincent Lecomte, chief of the wealth management unit at BNP Paribas, is setting his sights on next-gen investors, Asia’s surge, and staying ahead of fintech disruption

07/29/2025

Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset

Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.

07/28/2025

Close Brothers sells Winterflood for £104m

US-headquartered Marex Group buys influential market maker business from bank with eye on expanding presence with UK wealth managers.

07/28/2025

Inside UBS’s mission to become a $5tn wealth manager: ‘We’re only beginning to flex our muscles’

The bank has ceded little ground in its home market since it took over Credit Suisse, but it is still struggling to hit its stride in the all-important US market

07/28/2025

Deutsche Bank and Singapore EAM set for high court showdown

Invest Partners Capital Group is suing the German lender for breaching an EAM agreement, alleging the bank poached one of its corporate clients.

07/28/2025

FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry

The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.

07/28/2025

Rathbones MPS relaunch: ‘It’s taken us a long time to get this right’

David Coombs, head of multi-asset at Rathbones Asset Management, shares the inner workings of the new MPS and its early asset allocation.

07/28/2025

SIX Reports Higher Operating Income and Improved Margin in First Half of 2025

S&P revised its rating outlook for SIX to stable.

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