07/17/2025
Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas
The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.
Wealth and Asset Management
07/17/2025
Geneva wealth manager buys Singapore multi-family office
Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.
07/17/2025
UBP First half-year results 2025
Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion
07/17/2025
Saffery Trust expands global offering with UK trust and corporate services
This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.
07/17/2025
Man Group to acquire Bardin Hill
Based in New York City, Bardin Hill is an opportunistic and performing credit manager.
07/17/2025
Who are the top bosses in wealth management?
Seven senior leaders in the sector feature in FN’s Most Influential in European Finance 2025 list
07/17/2025
Utmost launches Summer 2025 edition of Navigator exploring the rise of alternative assets
The Technical Spotlight of the Summer 2025 edition explores the rise of alternative assets and private markets
07/17/2025
Mirabaud’s Aeshlimann embraces client evolution amid targeted growth plans
Mirabaud Group senior managing director Lionel Aeschlimann details his growth plans including the digitalisation of the wealth management business
07/17/2025
Octopus team sets up sustainability firm Groundswell
Supporting asset management and private market companies move from a siloed sustainability function to an integrated capability
07/16/2025
Partners Group reports solid AuM development in H1 and reconfirms full-year guidance
On the client side, we saw solid demand, despite a broadly muted fundraising environment.
07/16/2025
Nature-positive investments gain traction
The private sector is providing some leadership, successfully turning nature-based challenges into business and investment opportunities.
07/15/2025
UK private banker Coutts ‘tilted towards risk’
The bank opted for US and Japanese stocks and styed the course as markets swung wildly.
07/15/2025
Zuger Kantonalbank presents successful half-year results 2025
This growth was evident across all business areas and underscores the bank's broad-based profitability.
07/15/2025
COO Transformation: Mastering Complexity in Wealth Management
This study empowers COOs to become transformation architects, mastering complexity with behavioral insight and strategic foresight.
07/15/2025
SJP to implement new charging structure next month
The move appeared to have been prompted by the Financial Conduct Authority’s increased focus on fair value for customers as part of its Consumer Duty work.
07/15/2025
Celebrating its 20th anniversary: Fondation Lombard Odier launches funding programme for international environmental projects
Building on two decades of experience in targeted project funding, from 2025 the foundation will support international initiatives that combine climate protection with tangible social benefits.
07/15/2025
Banque Pictet and SIX Conclude Landmark Pilot to Tokenize and Fractionalize Corporate Bonds
This initiative, which took place on the SIX Digital Exchange (SDX), marks a significant milestone in bridging traditional capital markets with the efficiencies of digital asset technology.
07/14/2025
Carlyle targets wealth managers with Clearstream partnership
Clearstream’s private markets services include order routing, settlement and asset servicing.
07/14/2025
Julius Baer Global Wealth & Lifestyle Report 2025: Top 10 global cities for living well
Even before this point, though, the world was bracing itself for a global trade war, geopolitical tensions were high, and consumer spending was slowing.
07/14/2025
Sumitomo Mitsui Trust Asset Management launches Singapore subsidiary
The new entity, now operational, marks Sumitomo's first office in Asia, complementing its existing locations in London and New York.