07/18/2025
A new chapter of leadership at CPW
Stephen will be conducting a detailed handover with David as he transitions into his new role.
Wealth and Asset Management
07/18/2025
JP Morgan Private Bank hires investment team head in Zurich
Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.
07/18/2025
FNZ strengthens partnership with ANZ through new digital platform enhancements
The enhancements include the introduction of New Zealand’s first Virtual Banking solution and a market-leading FX API, both designed to increase efficiency, reduce risk, and accelerate investment transactions.
07/18/2025
Wesleyan accelerates platform push with FNZ partnership
Wesleyan’s Smoothed With Profits Fund is designed specifically to sit on independent adviser platforms
07/18/2025
Schaffhausen Cantonal Bank Half-Year Report 2025
The significantly lower interest rate level had a particularly negative impact.
07/18/2025
Deutsche Bank scoops 11 Euromoney awards globally
Established over 30 years ago, the Euromoney Awards are considered the most prestigious awards in the financial industry.
07/18/2025
Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain
The Managing Director explains that Valencian autonomy provides a framework for legal certainty, which is extremely attractive to investors from both a domestic and international point of view.
07/18/2025
RBC Wealth Management partners d1g1t for performance and risk analytics tech
RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.
07/18/2025
Hong Kong's growing asset and wealth management AUM and tax reforms poised to attract global asset managers in 2025, says KPMG
Unified Funds Exemption (UFE) refinements, strong IPO market, and virtual asset regulatory clarity enhance industry competitiveness
07/18/2025
Maridea acquires Pinnacle Wealth Management
Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.
07/18/2025
GCC wealth management landscape shifting to address investor concerns around agility and technology
Nearly 55% of GCC clients reported arranging more advisor meetings in response to market volatility, well above the global average.
07/17/2025
Crédit Agricole CIB and Indosuez Wealth Management closed a financing for Kervis SGR’s real estate fund, Fondo Canvas
The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.
07/17/2025
KGI names wealth management leaders in Singapore
The Asian bank has made two senior hires in the Lion City.
07/17/2025
Building Bespoke Portfolios with Agility
They want guidance tailored to their needs, access to niche opportunities, and investment partnerships that adapt to change.
07/17/2025
Geneva wealth manager buys Singapore multi-family office
Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.
07/17/2025
UBP First half-year results 2025
Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion
07/17/2025
Hong Kong’s AUM grew 13% with 81% increase in fund inflows: SFC’s 2024 survey on asset and wealth management business
In particular, the AUM of private banking and private wealth management business grew 15% year-on-year to $10.4 trillion (US$1.3 trillion).
07/17/2025
BLKB achieves a solid operating result in the first half of 2025 and expects consistently high distributions
BLKB achieved a solid operating result in the first half of 2025.
07/17/2025
Saffery Trust expands global offering with UK trust and corporate services
This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.
07/17/2025
Man Group to acquire Bardin Hill
Based in New York City, Bardin Hill is an opportunistic and performing credit manager.