05/23/2025
Netwealth seeks to reshape relationships with private investors
Reflecting on her 25-year banking career, Ms Ransom says her later move into private wealth brought deeper, more personal relationships.
Wealth and Asset Management
05/23/2025
Saltus to acquire specialist financial planning business Delta Financial Management
The acquisition represents the next step in Saltus’ long-term strategy of expanding its financial planning capabilities through the integration of high-quality, client-centric businesses.
05/23/2025
Piguet Galland accelerates its digital transformation with a new platform
The objective is to redefine the banking experience for the clients of Piguet Galland.
05/23/2025
UBS Concludes AIC’s Singapore Wealth Edition
Topics covered in the one-day event included how investors, companies and countries can navigate the current global conditions and market environment.
05/23/2025
Citywealth Forum 2025 highlights Jersey’s role in wealth management
She pointed out the advantages of Jersey as a leading IFC, such as stability, legal certainty and the excellence of infrastructure.
05/23/2025
WealthTHINK Asia 2025: Where Leaders Rethink the Future of Private Wealth
The result was a day of honest, high-impact discussion that may well shape how the industry evolves in the decade to come.
05/23/2025
Deutsche Bank and David Lynne honoured as best in corporate banking in Asia Pacific
Top accolades from The Asian Banker include Best Global Transaction Bank in APAC and Global Transaction Finance Leader of the Year
05/23/2025
LBT Holdings Ltd. Acquires Gonet Bank & Trust Limited, Introducing Bank of Nassau to Uphold the Finest Traditions of Private Banking
Effective immediately, LBT Holdings Ltd. assumes 100% ownership of Gonet Bank & Trust Limited.
05/23/2025
Bridgepoint in talks to buy wealth management firm Finzzle Groupe
The Toulouse, France-headquartered company comprises 11 operating subsidiaries.
05/23/2025
BlackRock makes raft of changes to multi-asset MyMap range
World’s largest asset manager unveils one new launch, one closure and the intention adjust an existing strategy in the UK-focused line-up.
05/22/2025
HSBC Launches One-Bank Entrepreneur Programs
Asian wealth is largely powered by money from family businesses and entrepreneurs.
05/22/2025
JPMAM actively seeking strategic partnerships in wealth management
The partnership is part of a broader relationship that also includes providing Coutts’s clients with information through JPMAM’s Market Insights program.
05/22/2025
How to make your business transfer a success story in Switzerland
The first step in any business transfer is selecting the most appropriate structure.
05/22/2025
Evelyn Partners launches the City of London’s Finest Corporate Padel Tournament
Wealth Manager becomes founding title partner of the invitation-only Evelyn Partners Padel Cup - bringing the competitive sport to the heart of the City through a multi-year partnership with TTB Sport all in aid of a good cause
05/22/2025
Upgrade Lands at a Crucial Moment For UBS
The upgrade lands at a moment when UBS shares have drifted lower in a skittish market, giving investors a timely reminder that the bank’s turnaround story still has momentum.
05/22/2025
UBS announces new GWM unit
Ex-Credit Suisse head set to head newly created the UBS 'Strategic Clients and Global Connectivity Unit.'
05/22/2025
Fitch Revises UBS Group's Outlook to Positive; Affirms IDR at 'A'
The Positive Outlook also reflects Fitch's expectation that UBS will restore profitability to its sound pre-acquisition levels within the next few years
05/22/2025
UBS Global Family Office Report 2025: all eyes on the global trade war
A global trade war ranked as the biggest investment risk for family offices in 2025, followed by major geopolitical conflict, and higher inflation.
05/22/2025
“We are not entering an era of change, but a change of era” – interview with Marc Palahí, our Chief Nature Officer
This means our environment can no longer absorb the shocks created by our economy, and that our economy, having failed to value nature, must now bear the cost of destroying nature.
05/22/2025
Cazenove Capital receives two key accolades at the 2025 Citywealth Magic Circle Awards
The awards are judged by a panel of experienced industry professionals – accountants, lawyers, trust companies in the sector – as well as voted for by industry professionals and peers.