03/30/2026
Laurent Proutière: «We Are a Hybrid, Power Boutique»
In 2025, Indosuez Wealth Management made significant progress in Asia with growth across the board.
Wealth and Asset Management
03/30/2026
Creative Planning finalizes deal for $5bn UK wealth manager
The $700bn RIA giant has officially revealed its acquisition of Maseco Private Wealth, which Citywire first reported in 2025.
03/30/2026
DBS named World’s Best Private Bank by Euromoney
The win was part of a triple sweep, with DBS also recognised as the inaugural World’s Safest Private Bank and World’s Best for Digital Assets.
03/30/2026
Is private credit under pressure?
This ensures that the funds continue to operate in an orderly manner, particularly important given the illiquidity of the underlying assets.
03/30/2026
Raiffeisen to buy BBVA’s Romanian unit in €591m deal
The deal remains subject to regulatory approvals and is expected to complete in the fourth quarter of 2026.
03/30/2026
J Safra Sarasin reports higher AUM and profits
The private banking group’s cost/income ratio fell but was still a healthy 48.6%.
03/30/2026
Top private banks reveal selector pay dilemmas
Not every bank structures pay the same, as shown in our Andermatt roundtable.
03/30/2026
HSBC Singapore unveils refreshed mobile app with expanded wealth services
Customers can customise their homepage and have access to enhanced wealth tools.
03/30/2026
Team to acquire Epic investment mandates and Epic Guernsey business
The company said the mandates are mainly multi-asset, fund-based and discretionary, and fit with its current investment approach.
03/30/2026
The declining acceptance of cash does not escape the public's notice
The public's need for cash to be available and usable as a means of payment remains high.
03/30/2026
Mirabaud Wealth Management head of investments emphasises diversification amid market uncertainty
He reports to Camille Vial, CEO of the Bank.
03/30/2026
Manulife strikes global partnership to expand wealth and retirement reach
Transatlantic alliance with UK’s L&G includes distribution and investments to boost global wealth solutions offering
03/30/2026
Variable pay dominates – high-net-worth individuals expect non-salary income to play a bigger role: Investec
Non-salary income such as bonuses and one-off payments expected to make up a greater share of earnings for high-net-worth individuals
03/30/2026
53 UBS financial advisors in the Southeast Region named to the Barron’s Top 1500 Financial Advisors list
The 2026 Barron’s Top 1500 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.
03/27/2026
Head of PBWM Segment Management
This role integrates segment strategy, marketing, operational support, performance analytics, and business case management to ensure a best‑in-class client and advisor experience across all channels.
03/27/2026
Citibank Announces $2 Billion Redemption of 5.438% Notes Due 2026 and $1 Billion Redemption of Floating Rate Notes Due 2026
The cash redemption price for the notes payable on the redemption date will equal par plus accrued and unpaid interest to, but excluding, the redemption date.
03/27/2026
Firenze and Third Financial Join Forces to Offer a Multi-Million Pound Estate-Planning Solution
The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.
03/27/2026
Women and the Great Wealth Transfer: The Shifting Center of Wealth Stewardship
This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.
03/27/2026
WRISE Group Partners with China Asset Management (Hong Kong) to Offer Exclusive Access to Asia Bond Fund high dividend yield share class in Hong Kong Debut
This partnership reflects our commitment to delivering innovative and performance-driven investment solutions to a broader audience.
03/27/2026
VP Bank wins Alliance of Swiss Wealth Managers' Custodian Bank Award 2026 in 'Financial Solutions' category
VP Bank was founded by intermediaries for intermediaries – and this very business remains a core focus to this day, rather than merely a secondary segment.