05/12/2025
Bantleon merges several multi-asset funds
This means that two funds will disappear later this month.
Wealth and Asset Management
05/12/2025
UBS Asset Management to enter active ETF market
The fund giant has also unveiled a new suite of low-cost ETFs.
05/12/2025
Traditional German company faces partial sale
M.M. Warburg plans to divest its capital markets business and focus on its two other divisions, private banking and corporate banking, in the future.
05/12/2025
Hong Kong's Private Wealth Association Expands Membership
This includes Robeco, Apollo Global Management, Blue Owl Capital, Brookfield Oaktree Wealth Solutions and Futu Trustee.
05/12/2025
Top 30 fund picks: How young wealth stars avoid Mag 7 risks
Equal-weight US index funds are gaining traction with the UK's best young wealth managers.
05/09/2025
The top fund picks from the UK’s best young wealth managers
Citywire reveals the high-conviction fund picks from this year's Top 30 Under 30.
05/09/2025
Mercer Advisors Acquires Lewis Wealth Management
Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver
05/09/2025
RBC Wealth Management survey: A generational look at the Great Wealth Transfer shows financial advisors to play a pivotal role in a smooth transition
Successful wealth transfer requires communication to guide heirs, and financial advisors are uniquely positioned to help families navigate conversations about legacy and values
05/09/2025
TrinityBridge: A wealth of energy and ideas clients can count on
Venerable wealth management firm is ambitious for growth in Scotland
05/09/2025
Boreal on Growth Path
Over a two-year period, assets under management, client numbers, and headcount have increased significantly.
05/09/2025
Largest private banks seek to strike ‘digital gold’
The wealth management industry is looking to its largest players for waves of digital disruption, transforming relationships with clients and stewardship of their assets.
05/09/2025
One Bank: The strength of teamwork
The event brought together 250 people from different – in some cases distant – parts of the group.
05/09/2025
Wave of PM exits at Schroders amid sweeping ‘transformation’
Major reshuffle at UK investment giant sees top managers leave as $193m cost-cutting drive gears up.
05/09/2025
Credit Suisse Veteran Boosts Private Bank with Strategic Expertise
This strategic move signals a commitment to strengthen and expand the brand’s presence within the Swiss market.
05/09/2025
Brookfield Wealth Solutions Announces First Quarter Results and Declares Quarterly Distribution
The increase in earnings for the current period reflects contributions from AEL
05/09/2025
Wealth Tech Awards 2025: Winners and highly commended
Best Private Bank in Asia for Big Data Analytics and AI
05/09/2025
Northern Trust Named Best Private Bank in U.S. for Digital Wealth Planning, Digital Customer Experience
Judged by a panel of experts, the awards highlight companies and products that use technology to enhance client experiences, streamline operations and improve investment outcomes.
05/09/2025
Quilter Cheviot Europe buys Dublin advisory firm GillenMarkets
The acquisition will see the Irish firm's founder, five investment advisers, and their support team integrate into QCE.
05/08/2025
KGI names Raymond Yeung as MD of wealth management
Raymond Yeung is hired as managing director of wealth management for the China market.
05/08/2025
UBS survey shows wealthy women, and the next generation, feel unprepared for the Great Wealth Transfer
The report, capturing perspectives from women at various stages of the wealth transfer process, highlights the urgency for better preparation and communication to ensure a smoother transition.