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Wealth and Asset Management

04/23/2025

Blackstone Lends $368 Million for Luxury Oslo Property Portfolio

It is the first time Blackstone has lent against Norwegian real estate and underscores the increasing competition from alternative debt capital providers in Nordic real estate, a region traditionally dominated by local banks.

04/22/2025

Macquarie Group announces agreement to divest Macquarie Asset Management’s public investments business

The transaction is subject to regulatory approvals

04/22/2025

UBS to invest nearly Rs 2,000 crore in 360 ONE WAM via warrants; strategic wealth tie-up announced

This investment is expected to strengthen 360 ONE WAM’s capital position while marking a long-term strategic alignment with UBS, one of the world’s most prominent global financial institutions.

04/22/2025

Brookfield Signs Landmark Agreement to Transform Barclays' Payments Business

This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors

04/22/2025

EFG International Sets Up Asia Desk in London

The Swiss private bank EFG International is stepping into the breach.

04/22/2025

UBS enters into an exclusive strategic collaboration with 360 ONE WAM on wealth management in India and international markets

Strategic collaboration will enhance the wealth management solutions available to global Indian clients

04/22/2025

Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer

The combined company will thus be strengthened for a new chapter of focused, profitable growth.

04/22/2025

Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG

In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.

04/22/2025

SNB: After a decent first quarter, things are getting rough

UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.

04/22/2025

Unlocking the power of unified managed households (UMH)

The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.

04/22/2025

Shackleton acquires asset management business from Irwin Mitchell

The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.

04/22/2025

Hargreaves Lansdown co-founder returns to board after £5.4bn takeover

The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.

04/22/2025

Generali and Partners Group launch private credit secondaries fund

The firms are tapping into the ‘rapidly expanding’ credit secondaries market.

04/22/2025

Peapack Private Bank & Trust Now Open in NYC

This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.

04/17/2025

Söderberg & Partners invests in four more UK IFA firms

The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’

04/17/2025

Wealthy families embrace systemic rethink to impact investing

The overarching question is whether or not the investments of wealthy families actually make any major impact on society.

04/17/2025

Morgan Stanley Wealth Management Pulse Survey Reveals Majority of Retail Investors Bearish

The survey explored investor views on sector opportunities for the second quarter of 2025

04/17/2025

Rockefeller Global Family Office Continues Growth, Welcomes First Florham Park, NJ-Based Private Wealth Team

The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.

04/17/2025

UBS Loses Crown as Most Valuable Continental European Bank

The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.

04/17/2025

Manulife Wealth introduces Unified Managed Account Program

The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.

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Credit Suisse’s collapse rocked Swiss wealth management. Can it stay in front?

03-02-2026

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03-04-2026

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03-06-2026

Evercore Wealth Management Promotes Sean Brady to Partner

03-06-2026

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03-06-2026

UBS OneASEAN Summit 2026: Connecting global investors with on-the-ground perspectives in Southeast Asia

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