09/11/2025
Merrill creates new division to increase credit offerings to the wealthy
The group will begin with around 20 bankers, but may expand over time.
Wealth and Asset Management
09/10/2025
HSBC opens wealth centre on 99th floor of ICC, in boost to Hong Kong's weak office market
The centre is located on the 99th floor of the ICC and it is HSBC's largest wealth management office globally.
09/10/2025
Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice
The firm has built a tiered service model to meet clients wherever they are in their financial journey — from first paychecks to complex estates — and engaged Altruist as a partner whose technology could support that vision at scale.
09/10/2025
Envestnet announces five-year strategic roadmap,marked by investments in research & development client support and AI
Vision To Reinvent The Advisor Experience With Best-In-Class Software For Trading, Reporting, Financial Planning, Portfolio Management And Client Engagement
09/10/2025
Praxis deepens yacht services offering with new strategic partnerships
The partnerships with Travel Cue and MIMO Connect, represent a natural evolution of Praxis’ holistic approach to yacht and crew management.
09/10/2025
Utmost Group plc announces its HY 2025 Results to 30 June 2025
Utmost Group delivers strategic and financial progress, with strong momentum in both businesses
09/10/2025
Nordea ETF ICAV Becomes New ETF Issuer at SIX Swiss Exchange
NAM expands access to its investment and ESG expertise by launching the first two active ETFs from its BetaPlus Enhanced Sustainable Equity range.
09/10/2025
Baloise achieves very strong half-year results and makes significant progress in implementing its refocusing strategy
We were able to further optimize our core business, improve the combined ratio, increase profitability, and generate an annualized return on equity of 15.5%.
09/10/2025
Prospera: SEB ranked number one by Nordic institutional investors
The overall ranking is based on results across 13 categories
09/10/2025
Atomos partners with Fincalc for new digital workflows
Atomos said the partnership supports its ambition to become a leading wealth management and financial planning firm
09/10/2025
Singapore Wealth Management Market Report 2025-2030
Singapore maintains its dominance through strategic advantages in financial infrastructure and regulatory excellence.
09/09/2025
UniCredit selects FNZ to transform its securities services offering
This agreement expands FNZ’s European footprint and underscores the strength of the business already trusted by more than 650 financial institutions worldwide.
09/09/2025
Strategic growth journey continues for AAB
This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.
09/09/2025
WisdomTree’s Jonathan Steinberg Wins ‘CEO of the Year’ at 2025 Wealth Management Industry Awards
Award Honors Steinberg’s Visionary Leadership and Industry-Shaping Innovation
09/09/2025
Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award
Broadridge remains in the top three ranking for third consecutive year
09/09/2025
Indosuez expands Ticino location with banker team
Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.
09/09/2025
Private markets give banks an operational headache
Private markets are still geared to institutional investors making large subscriptions. Wealth players delving into this area risk an administrative mess.
09/09/2025
Broadridge Acquires Retirement Plan Technology Provider iJoin
Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities
09/08/2025
Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony
Record-breaking participation highlights industry growth as winners announced at prestigious Cipriani 42nd Street gala
09/08/2025
NBK Wealth names head of UAE private banking
The wealth management arm of National Bank of Kuwait Group manages $22bn in assets as of the end of 2024.