08/19/2025
The Great Wealth Transfer? It isn’t intergenerational and it is unlikely to be great
The biggest intergenerational wealth transfer in history is about to happen.
Wealth and Asset Management
08/19/2025
LGT reports strong rise in profit in the first half of 2025
Total operating income increased 10 % year-on-year to CHF 1.42 billion, with expenses rising only moderately thanks to cost discipline.
08/19/2025
Italy's Mediobanca gets ECB approval for Banca Generali deal
Mediobanca had originally scheduled the vote for June but had to push it back as the proposal lacked sufficient support.
08/19/2025
Julius Baer to review fees for UK clients
Financial statements reveal private bank's plans to focus on pricing strategy with an eye on making charges easier to understand.
08/19/2025
Parents warned of risks of gifting pension wealth without specialist advice
A 40% tax is levied on the value of the estate above the threshold.
08/18/2025
Titan Wealth losses rise to £44.7m as interest payments mount
The consolidator has continued to rack up losses on the back of interest payments for acquisition debt.
08/18/2025
UOB Private Bank Next Gen Programme 2025: Empowering future UHNW business leaders in Oxford and London
Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability
08/18/2025
Pictet AM's Olivier Monti: «The Future of Asset Management»
The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.
08/18/2025
Two Former Vontobel Managers Combine Bitcoin, Gold and AI
It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.
08/18/2025
Ex-EdR investment chief finds ‘freedom of choice’ at IAM
Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.
08/15/2025
Permira ramps up efforts to find Evelyn Partners buyer - reports
Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.
08/15/2025
UBS Global Wealth Management empowers next generation of female leaders in Jersey
Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.
08/15/2025
Tweed Wealth Management expands sports division with London launch
The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.
08/14/2025
Holistic Wealth: The FCA’s Call to Integrate Property Wealth into Retirement Planning
Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.
08/14/2025
Staying invested remains a strategic lever
American exceptionalism continues to hold its ground amid macroeconomic uncertainty.
08/14/2025
IFA consolidator Absolute Financial Group launches with Inflexion backing
Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.
08/14/2025
Thurgauer Kantonalbank is doing well
The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.
08/14/2025
Managing cash flows in a fragmented world
Companies are currently navigating with limited visibility, trying to find new reference points in the murk.
08/13/2025
The interrelation of family wealth and family offices
The estimated wealth of families with family offices currently stands at US$5.5 trillion and is expected to grow to US$9.5 trillion by 2030 – a 189% increase.
08/13/2025
Deutsche Bank bolsters UK wealth arm with Citi and JPMorgan hires
German lender plots more hires as it looks to expand ultra high net worth team