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Crisis Is His «Business»

The strategy is characterized by targeted management of interest rate and credit risks, with lower volatility than traditional corporate bond portfolios.

Bergos inks private equity deal with US asset manager

Zurich-based Bergos forms partnership with Neuberger Berman to provide open-ended private equity vehicles.

City Asset Management chooses Third Financial as its platform partner

It has over £800 million in assets under management, which will transfer to Third Financial under an initial five-year partnership.

Vontobel delivers solid results in a challenging market environment

The firm is focussed on its strategic priorities and is well positioned to achieve its targets.

Bellevue Group reports a balanced result of CHF 0.2 million – Healthcare sector with promising potential – further performance improvements

Due to market conditions, client assets under management declined by 16%, or approximately CHF 940 million, to CHF 4.8 billion during the reporting period.

Deutsche Bank more than doubles first half 2025 profit before tax to € 5.3 billion

Despite a more challenging environment in the quarter, Deutsche Bank again delivered a post-tax RoTE of above 10%

BNP Paribas Group: Results as of 30 June 2025

The meeting was chaired by Jean Lemierre and the Board examined the Group’s results for the second quarter 2025.

Farrer & Co once again recognised in Chambers High Net Worth Guide

The rankings are based on client feedback and in-depth analysis of the best law firms and lawyers in the UK and London.

New member announcement: Allfunds

One of the world’s leading WealthTech platforms, providing a fully integrated ecosystem

7IM overhauls transfers as part of major platform transformation

7IM launches automated transfer process for new transfers, cutting times by up to 25% and reducing adviser admin as part of its multi-year platform transformation programme.

EFG International Reports Record Half-Year Profit of CHF 221 Million

Net new assets² totalled CHF 5.4 billion, corresponding to an annualised growth rate of 6.5%, above EFG’s target range of 4-6%

Mirabaud builds cautious digital update to traditional business

Lionel Aeschlimann says the future of wealth management and of Mirabaud, the traditional bank which he runs, will be digital, personal and built to last

Women’s Wealth Alliance tackles misconceptions around financial planning roles

Only 36% of women outside the sector would consider financial planning

Wilton Family Office joins Van Lanschot Kempen

After the acquisition, the clients and employees of Wilton will become part of Van Lanschot Kempen.

Metro Bank co-founder launches bank for family offices

Anthony Thomson says the new lender will cater to – and be owned by – family offices and UHNWs

LSE Group and UBS sign multi-year data and analytics deal

The agreement comes at an important time for UBS as the Swiss group continues to integrate the businesses of Credit Suisse, its former Swiss banking rival, after the two firms merged in July last year.

Presentation of the 2025 half-year results of the Julius Baer Group

This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.

Arbuthnot Banking Group Plc Unaudited results for the six months to 30 June 2025

The Directors of the Company accept responsibility for the contents of this announcement.

Drivers of value creation – Private Banking

The next decade will witness one of the largest intergenerational wealth transfers in history, with UK baby boomers expected to pass down approximately £1.2 trillion to younger generations.

Five years running: Quilter ups forecast for Monthly Income Portfolios again

The upgrade in forecasts follows another successful year where the income delivered came in ahead of estimates.

Wealth and Asset Management