09/23/2025
Artorius marks 10-year anniversary with Lancashire investment manager acquisition
Deal extends North West presence, brings wealth advice to new clients with assets moving to BNY Pershing.
Wealth and Asset Management
09/23/2025
Sieg to retire as JPMorgan Advisors CEO, successor will take over immediately
The wealth management executive has headed the business since 2021
09/23/2025
Texas-based investor takes stake in James Hambro & Partners
This represents a hugely exciting opportunity for our clients and all of us here at JH&P.
09/22/2025
Bernstein Private Wealth Management Wins Best Broker-Dealer Ultrahigh-Net-Worth Service at the 2025 WealthManagement.com Industry Awards
Firm achieved "Wealthies" award for its approach to serving the complex needs of the world's wealthiest global families and family offices
09/22/2025
Banks propose new funding model to keep regional branches open
The plan submitted to Treasury on Friday by the Regional Banking Investment Alliance, which represents 21 small banks with a physical regional presence, would provide financial support for 5000 bank branch workers in regional locations.
09/22/2025
Asean private banks reveal top innovations in a volatile year
The region’s private banks and wealth managers have introduced more defensive investment strategies, bolstered their alternatives propositions and added new functionality for clients.
09/22/2025
LGT Crestone announces rebrand to LGT Wealth Management, marking next phase of growth in Australia
For employees, the rebrand recognises their expertise and positions the firm to attract and retain the best talent in Australia’s wealth sector.
09/22/2025
WRISE Academy Charts New Chapter with Changsha Office Launch
The new location underscores WRISE's commitment to provide high-net-worth individuals and wealth management elites in Central China to drive breakthroughs in the wealth management industry.
09/22/2025
Oberon to acquire WH Ireland’s Wealth Business
Proposed Acquisition of WH Ireland’s Wealth Management Business
09/22/2025
Saxo Bank launches PartnerConnect for wealth management professionals in France
Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.
09/22/2025
RBC sees attractive UK wealth management outlook; budget risks limited
The upcoming Budget is expected to create only a minor headwind for net flows in the fourth quarter.
09/22/2025
Portfolio management load cuts growth of IFAs by up to 20% firms say
This enables financial advisers to offer their clients enhanced, actively managed solutions led by an award-winning investment team.
09/22/2025
SIX and FIDA Join Forces to Provide a Comprehensive Portfolio Management and Analysis Terminal
The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.
09/22/2025
Pillar 2 buybacks: maximising your tax deduction in Switzerland
Pension assets are not subject to either income tax or wealth tax.
09/19/2025
Scottish wealth management firm grows again
New acquisition adds to strategic expansion and portfolio growth
09/19/2025
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The team is committed to delivering professional investment management and building personalized relationships with clients.
09/19/2025
Barclays appoints Neel Laungani as Head of Financial Sponsors, Asia Pacific
Neel Laungani’s appointment to accelerate growth ambitions across Investment Banking, and support delivery of Barclays’ three-year plan
09/19/2025
Rethink Perspectives: slowdown, uncertainty, resilience – decoding the new economic reality
Global growth has not been derailed, he explained, but it has left the highway. Investors must now adapt to a steeper route, marked by geopolitical twists and turns and reduced visibility for businesses.
09/19/2025
UBS joins forces with Supertri and loca charities to drive inclusion and community spirit in Jersey
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
09/19/2025
VP Bank’s Reto Marx: We don’t see much EAM margin compression
VP Bank has consolidated its Asian operations in Singapore, retaining 99% of clients after its exit from Hong Kong and sustaining a return on assets of 60 basis points in its EAM business.