09/16/2025
Waverly Advisors Acquires Brass Tax Wealth Management
Waverly continues to grow in Ohio
Wealth and Asset Management
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.
09/15/2025
Bank Julius Baer: One Hundred Years of Bahnhofstrasse 36
Exactly one hundred years ago today, Bank Julius Baer moved to Bahnhofstrasse 36.
09/15/2025
PFS Autumn Roadshow explores AI in wealth management
At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.
09/12/2025
Lazard CEO and Chairman Peter Orszag’s Growth Strategy and Middle East Expansion Featured in Bloomberg News
The Abu Dhabi office will complement Lazard’s established presence in Riyadh, enhancing localized coverage as regional entities pursue economic diversification and deploy billions in global investments.
09/12/2025
UOB Private Bank the first to distribute Asia-focused private equity evergreen fund
The move caters to rising demand from rich investors for private assets that offer a measure of liquidity
09/12/2025
Helvetia and Baloise have received further approvals for their planned merger and have set a date for closing the transaction
In April, Helvetia and Baloise announced their agreement to merge as equals.
09/12/2025
HSBC UK Private Bank grows regional presence with Wealth Centre launch
It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.
09/12/2025
Experienced trio launch Zurich independent asset manager
Owner-managed independent asset manager, Montvalor Partners, was launched this month by ex-Colin&Cie managing directors Marc Müller, Marcel Schällebaum, and Peter Strohm.
09/12/2025
$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform
DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets
09/12/2025
UBS Joins Forces with Supertri, BSK and JET to Drive Community Impact 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.
09/12/2025
Multiple Shortlistings for JTC at the 2025/26 Citywealth IFC Awards
The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.