07/07/2025
Shake-up of financial advice rules could trigger more wealth deals
If clients can accept more impersonal support, the FCA’s plans will transform the market
Wealth and Asset Management
07/07/2025
Ray Ang: «This is the New Playbook for Wealth Succession»
More than just a numerical shift, this wealth transition is reshaping the very fabric of wealth succession in a region where family businesses represent the backbone of the economy.
07/07/2025
What private banks' alts teams look like and how they're expanding
Private markets is the hot area for expanding teams. See where the big banks are investing in headcount.
07/04/2025
Banque Internationale à Luxembourg opens private banking branch in Paris
The Paris branch will serve private clients including wealthy families, entrepreneurs and family offices domiciled in France.
07/04/2025
Charles Stanley changes registered name to Raymond James WM
The Charles Stanley legal entity has taken on its parent's name, which Raymond James describes as a major milestone in the integration of the two businesses.
07/04/2025
Hong Leong Bank sets up new HNW unit
The new unit involves an internal rejig that looks to leverage the bank's corporate and business division.
07/04/2025
Raiffeisen Entrepreneur Center (RUZ) is being transformed into a competence center for business succession
The Competence Center will support companies in the development and implementation of succession solutions – in close cooperation with the Raiffeisen banks and the regional corporate client centers.
07/04/2025
Rethink Perspectives: how should investors respond to the rise of a new world order?
What kind of world is emerging?
07/04/2025
Peregrine Wealth marks 25 years of ‘Offshore Investment Expertise’
The fund was structured as a Guernsey-based Fund-of-Funds and marked a significant milestone in the company’s global expansion.
07/04/2025
BBVA channeled €27 billion into the sustainable business of its emerging markets in 2024
Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.
07/04/2025
Build wealth with tailored advice from the experts at TrinityBridge
TrinityBridge has sharpened its focus on delivering integrated wealth management, as competitors move toward off-the-shelf, one-size-fits-all financial products.
07/04/2025
BOS Launches New Asset Allocation Framework
This framework was developed by the Singapore private bank’s chief investment office after a year-long study and stress testing of 120,000 portfolios.
07/04/2025
KKR says wealth investors shouldn’t be ‘blinded’ by secondaries returns
The buyout giant responds to controversy over evergreen funds presenting secondaries discounts as portfolio returns.
07/03/2025
Redemption of UBS Group AG senior unsecured notes and additional tier 1 instrument
The last trading day of the Senior Notes will be 11 July 2025.
07/03/2025
Family Office Summit’s Obediah Ayton on trends impacting generational wealth transfer
The chair of the summit shares insights, ranging from next-gen leadership and gender diversity to wealth tech and sustainability
07/03/2025
Shackleton adds £900m AUM with Chetwood Group acquisition
This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn.
07/03/2025
Pictet prepares for third ‘gilded age’ of philanthropic giving
Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation
07/03/2025
Allfunds Onboards First Fund into Middle East Management Company in Partnership with Schroders
As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.
07/03/2025
Ex-Pictet and Lombard Odier hot shots launch bond fund firm
Alpha Curve Investments plans to launch its flagship unconstrained fixed income fund this month.
07/03/2025
BLKB makes impairments on radicant holding ag and announces personnel changes
BLKB is planning a comprehensive cost reduction and efficiency program as well as changes in the governance and business focus of the radicant companies.