10/15/2025
Lombard Odier relies on entrepreneurial spirit in Zug
Despite a promising start, the bank believes it is still far from reaching its goal.
Wealth and Asset Management
10/15/2025
DBS named World’s Best AI Bank
Winning top award at Global Finance’s AI In Finance and Digital Bank Awards 2025 underscores the strides the bank has made in becoming an AI-enabled bank with a heart
10/15/2025
Fieldpoint Private Announces New Office in Greenwich, Connecticut
Convenient ground-level office near Greenwich Avenue at 130 Mason Street to open October 15
10/15/2025
Melville Douglas shortlisted at Citywealth International Finance Centre Awards 2026
The firm has been recognised in the category Investment Management Company of the Year – Channel Islands & Isle of Man.
10/15/2025
Cornèr Group takes over Ticino asset manager completely
Cornèr Bank has signed an agreement with Finpromotion to acquire all of its capital.
10/15/2025
ABN Amro warns mortgage, wealth management margins under pressure
The bank also said that changes to its system for assessing mortgage risk would have a negative impact on its mortgage business.
10/15/2025
WRISE Group and CTF Life Bermuda form Strategic Partnership to Expand Global Reach
Unlocks broader access to integrated wealth, legacy planning and health solutions in international markets
10/14/2025
UBP Weekly View - Earnings season kicks off
This week, Q3 earnings will be in the spotlight, with the US’s largest banks set to lead the reporting season.
10/14/2025
SIX enters into a seven-year strategic partnership with Barclays
The partnership aims to support the bank's international growth and increase cost efficiency.
10/14/2025
Quilter Investors launches absolute return equity fund
The fund is a long/short equity strategy that invests in large-and mega-cap companies, predominantly in the UK but also in Europe and the US.
10/14/2025
Banque Heritage sets up in the heart of zurich
Banque Heritage relocated its Zurich office from Tiefenbrunnen to the city centre.
10/14/2025
The Baby Boomer wealth surge is upending the entire economy
Booming house prices and equity markets have taken Australian household wealth to a record high. The implications for the economy, politics and investing are huge.
10/14/2025
Rockefeller Capital Management Welcomes New Distinguished Families and Investors to Support Next Phase of Growth
Transaction values Rockefeller Capital Management at over $6.6 billion and involves significant support from existing investors
10/14/2025
“Negative interest rates have hardly any effect on the Swiss franc.”
Low volatility makes hedging inexpensive.
10/14/2025
Royal London Asset Management strengthens private markets platform with new Asset Based Finance capability
The new capability forms part of Royal London Asset Management’s long-term ambition to build a leading private credit platform
10/14/2025
Charles Schwab plans to keep or self-refer all sub-$2-million accounts in 'seismic' shift for many RIAs -- and 'gloves off' for Schwab's wealth management evolution
By raising the minimum 300%, it's cutting total referrals by half and may be a 'killer' for many RIAs that seek to onboard Schwab's mass affluent.
10/14/2025
From extreme weather to weight loss drugs – insurers re-write risk management in an age of uncertainty
A growing range of these drugs – including major names such as Wegovy, Zepbound and Mounjaro – is already disrupting the weight loss industry.
10/14/2025
Quintet named Best Private Bank in Europe
First Luxembourg-headquartered firm to receive such recognition in 35-year history of Private Banker International Global Wealth Awards
10/14/2025
Goldman Sachs Announces Acquisition of Industry Ventures
The transaction consideration will consist of $665 million in cash
10/14/2025
Brookfield to Acquire Remaining Interest in Oaktree
Upon completion of the proposed transaction, Brookfield will own 100% of Oaktree, one of the world’s premier credit managers, further strengthening Brookfield’s market-leading and broad-based credit platform.