04/23/2026
Mind the wealth gap: the secret entry points of private banking
Minimum entry thresholds are increasingly used by the UK’s private banks to position themselves in the market
04/23/2026
Minimum entry thresholds are increasingly used by the UK’s private banks to position themselves in the market
04/23/2026
Parliament will now debate this proposal as part of the normal parliamentary process.
04/23/2026
In the first quarter of 2026, assets under management remained stable at CHF 240.1 billion (CHF -0.6 billion) compared to year end 2025.
04/23/2026
Alternative AUM increased to $106.9bn from $103.9bn, helped by $3.0bn of investment performance, despite net outflows of $1.0bn.
04/23/2026
The UniActive Q range combines systematic forecasting models, machine learning, and economic logic to not only track the market but also aim for a long-term return in excess of the benchmark.
04/23/2026
The MPS, managed by Simon Doherty and Antony Webb, primarily added to exposures in the semiconductor industry, rather than across all US technology.
04/23/2026
The business has historically focused on private banking and is increasingly oriented towards asset management for institutional clients and international distribution.
04/23/2026
Strong fluctuations are therefore the norm, and conclusions about the annual result are only possible to a limited extent.
04/23/2026
BNP Paribas Asset Management Alts has also announced an agreement to buy a 5.9% holding in Committed Advisors from Wendel.
04/23/2026
In this scenario, for wealth and asset management operators, innovation alone is not enough.
04/22/2026
The recovery in markets in recent weeks has led to a meaningful uplift in AuMA from the end March level.
04/22/2026
He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions.
04/22/2026
Q1-26 (growth rates are vs. Q1-25 proforma, excluding Multifonds)
04/22/2026
This inaugural regional win reflects Lombard Odier’s position in Asia as a leading investment house for DPM.
04/22/2026
Total lending grew by over 9% year-on-year to £640 million (2024: £586m), reflecting continued strong demand from clients.
04/22/2026
This represents an important step in Norion Bank’s ambition to serve as a leading complement to the traditional banks.
04/22/2026
The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client.
04/22/2026
In the last 12 months, the firm claims to have successfully introduced Lombard lending into the toolkit of IFAs, wealth management firms and investment platforms across the UK.
04/21/2026
Families now often hold assets, businesses and residences across several jurisdictions, each with its own legal, tax and regulatory framework.
04/21/2026
In its review, FINMA demonstrated how it protected the clients of the Swiss financial center during the reporting year.