07/14/2025
Carlyle targets wealth managers with Clearstream partnership
Clearstream’s private markets services include order routing, settlement and asset servicing.
Wealth and Asset Management
07/14/2025
Generational change with vision: Daniel Stucki takes over the management of Nimbus AG
The generational change initiated by founder Hansjörg Stucki in 2021 thus comes to a successful conclusion – and opens up new perspectives for the future.
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
Asia-Pacific clients poised to switch wealth providers
In an era of global uncertainty, it is vital for forward-thinking Asian wealth managers to offer alternative investments and AI-led portfolio allocation strategies
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
Structuring options for holding wealth
Limited liability companies were particularly useful from an investment perspective, because they allowed investors to risk the capital they had agreed to risk but no more.
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
Zurich Asset Manager Joins SSI Group
In addition to traditional wealth management solutions, SSI also offers specialized services such as impact investing and fiduciary services.
07/11/2025
Swiss National Bank Plans New Cash Logistics Center
The new cash logistics center is expected to go into operation in the early 2030s.
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.
07/11/2025
Top 50 IAM acquires another Zurich wealth manager
The SSI Group, which is a part of Cinerius Financial Partners, has announced a further acquisition with Monaval.
07/10/2025
PIMCO Announces New Partnership with Aditum in the United Arab Emirates
Aditum Launches Two Funds Offering Access to PIMCO Strategies
07/10/2025
Partners Group opens office in Miami
The Miami office is Partners Group's sixth office in the Americas and brings the firm's total number of offices worldwide to 23.