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Wealth and Asset Management

09/17/2025

Keyrock acquires Turing Capital in Luxembourg expansion

The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management

09/17/2025

Hoxton Wealth brings in Global Employee Assistance Programme to create a workplace where wellbeing comes first

The programme, which has been launched in partnership with Lyra, the largest employee wellbeing provider in the world

09/17/2025

LGT continues its growth trajectory: Private banking team to launch in Munich from 2026

The move marks the next step in LGT’s successful expansion in Germany since entering the market in 2022 and sees it further grow its position in the German market.

09/16/2025

Afin Bank launches High Net Worth mortgage proposition

Affordability will be based either on verified net assets or a mix of income and assets.

09/16/2025

2024 RBC and Campden Wealth Report: Wealth transfer acceleration ramps up for North American family offices

Financial risks from geopolitical turmoil, private markets, also top of mind

09/16/2025

FirstCape selects FNZ as it consolidates JBWere NZ’s wealth management platform and custodian

JBWere NZ CEO Craig Patrick says the decision marks a significant step in the long-term strategy to continue delivering client-centric solutions.

09/16/2025

Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix Assessment

Leaders recognition highlights Broadridge’s successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management

09/16/2025

HSBC sharpens focus on affluent segment with first Middle East wealth centre in the UAE

New state-of-the-art wealth centre to support UAE’s growing affluent sector

09/16/2025

JTC Reports Strong Organic Growth and Good Momentum in Interim Financial Results 2025

Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.

09/16/2025

Fagerhult Named ABG Private Banking's Top Pick of the Week - Sees Over 70% Upside

While Fagerhult is on the cusp of a potential earnings upswing, its shares are currently trading at attractive levels.

09/16/2025

Waverly Advisors Acquires Brass Tax Wealth Management

Waverly continues to grow in Ohio

09/16/2025

HSBC deploys Wealth Intelligence for its wealth management staff to enhance client experience

Wealth Intelligence offers fast and simple access to the comprehensive range of reports published by the bank’s award-winning Chief Investment Office.

09/15/2025

Merrill Wealth Management Introduces New Unit For High And Ultra-High Net Worth Clients

The new group will be led by Kurt Niemeyer

09/15/2025

UBS Asia-Pacific Assets Surpass USD1 Trillion Amid Strong Wealth Management Growth

This milestone follows UBS’s 2024 acquisition of Credit Suisse, with Asia-Pacific becoming the first region to complete full client integration across wealth management, investment banking, and asset management divisions.

09/15/2025

Building the future of Swiss finance – Lombard Odier’s new headquarters is Herzog & de Meuron’s latest architectural masterpiece

The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing

09/15/2025

Indosuez Wealth Management Expands European Private Markets Funds for Asian Clients

This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.

09/15/2025

Cazenove manager launches own firm nine months after Whitley deal

Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.

09/15/2025

Coastline Wealth Management's Garrett Taylor Named a Top New York Best-in-State Wealth Advisor

Garrett started Coastline Wealth Management in 2012.

09/15/2025

Julius Baer warns of ‘deeper risks’ behind private equity’s dividend recaps

The private banking group’s head of private markets strategy says dividend recapitalisations can weaken companies at critical moments.

09/15/2025

Goldman Sachs’ PWM North Asia head talks business momentum

Facing an expanding mandate, she told Asian Private Banker how the US bank is capitalising on recent market momentum, while highlighting investment trends among family office clients.

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