• Wealth and Asset Management
  • Executive Moves
  • Legal,Regulation,Tax & Compliance
  • more...
    • FinTech

      Family Office

      Luxury

      Extremely Wealthy

      Comment & Analysis

      Extremely Expensive

      Research

      Executive Travel

      Planet SOS

      Health & Wellness


Wealth and Asset Management

04/23/2025

50% of advisers seeing higher client demand as wealth tax uncertainty bites

This renewed appetite from clients is not considered a passing trend either.

04/23/2025

Staying Personal, Staying Nimble: How Bordier is Shaping the Future of Boutique Private Banking

She shared how Bordier continues to embrace a high-touch, family-office mindset while exploring new areas such as digital assets and maintaining a firm commitment to the regulatory integrity of the Singapore market.

04/23/2025

HSBC's Tommy Leung: Clients reassessing US dollar exposure

For UHNW clients in particular, hedging activity has picked up

04/23/2025

Carson Acquires $150M Carson Wealth Orlando Location

The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast.

04/23/2025

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs

The round, led by GIC, follows a banner year of product launches, executive expansion, and continued momentum as Altruist solidifies its place among the top three custodians

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’

  • 1
  • 2
  • 3
  • …
  • 125
  • 126
  • 127
  • 128
  • 129
  • 130
  • 131
  • 132
  • 133
  • 134
  • 135
  • …
  • 1636
  • 1637
  • 1638

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Avaloq Highlights India’s Rising Role in Global Wealth Management Expansion

03-06-2026

Addepar unveils Addison AI to power wealth insights

03-06-2026

Zennor hires Baillie Gifford Senior Executive as first CEO

03-09-2026

Luxury market goes on the charm offensive

03-06-2026

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

03-06-2026

Billionaire Trader Gerko Makes $660 Million UK Family Office Bet

03-06-2026

Barclays and NatWest highlighted in a deep dive into European lenders

03-06-2026

UBS Private Wealth Team With $1.7 Billion Jumps to Wells FiNet in Minnesota

03-06-2026

UBS' Asia DPM Offering Expands From CS Integration

03-13-2026

"The quality of our growth has improved."

03-13-2026

BlackRock Expands James Verner’s Role to Lead Aladdin Business Development in APAC

03-13-2026

David Conde, New Country Manager of BBVA Switzerland

03-13-2026

Barclays Private Bank Monaco confirms Olivier Franceschelli as CEO

03-13-2026

Wiz billionaires forming private family office to manage proceeds from $32 billion Google exit

03-13-2026

Structures for the Great Wealth Transfer: comparing family succession vehicles

03-13-2026

Bermuda drives the rise of ‘on-demand’ capital in reinsurance

03-13-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal,Regulation,Tax & Compliance
  • FinTech
  • Family Office
  • Luxury
  • Extremely Wealthy
  • Comment & Analysis
  • Extremely Expensive
  • Research
  • Executive Travel
  • Planet SOS
  • Health & Wellness