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Wealth and Asset Management

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.

07/14/2025

Jersey Finance Expands Private Wealth Network

Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.

07/14/2025

Julius Baer: Luxury loses lustre for rich despite wealth growth

Singapore and Hong Kong remain among the most expensive cities for high net worth individuals, whose spending patterns, shifted notably last year.

07/11/2025

German Finance Minister attacks Andrea Orcel

Unicredit made a major investment in Germany's second-largest private bank in the fall.

07/11/2025

Fourth Quarter FUMA Update

The Board anticipates the full year performance to be in line with market expectations.

07/11/2025

CCLA sold to Jupiter Fund Management for £100m

In addition to charities, CCLA also serves religious institutions and local authorities. It has total funds under management of over £15bn.

07/11/2025

Mark Dampier: Should wealth managers do more to justify their fees?

Now, I’m not one to throw stones from a glass house, but one friend’s portfolio gave me pause.

07/11/2025

Quilter becomes the Title Partner of the Quilter Nations Series in November 2025

The new partnership with Six Nations Rugby sees a return to the sport for Quilter.

07/11/2025

HSBC UK unveils wealth centre to attract affluent clients

The bank opens a $5m flagship space in St James’s, aiming to mirror its successful Asian wealth model and strengthen international investment links.

07/11/2025

St. James’s Place comments on the future of the Triple Lock

There are other options such as freezing the State Pension and increasing access to Pension Credit which might be a more pragmatic route – it’s already in place and better targeted to those who need help most.

07/11/2025

Ex-Maerki Baumann manager launches private markets firm

Aurea Partners, launched by Raphaela Schröder and Reto Börlin, will support private markets managers with their entry into Switzerland, and help them navigate the local market and regulations.

07/10/2025

PIMCO Announces New Partnership with Aditum in the United Arab Emirates

Aditum Launches Two Funds Offering Access to PIMCO Strategies

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