09/19/2025
UBS warns impacted former staff three months after data leak
The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.
Wealth and Asset Management
09/19/2025
Global Wealth Reset: How Wealth Managers Are Racing to Keep Up
Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.
09/19/2025
Capital Group: Women Are Underinvesting Their Inheritances
However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.
09/19/2025
After watching advisors walk, UBS adjusts pay plan, a boost for some advisors
“I think it’s too little, too late,” said one industry recruiter.
09/19/2025
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.
09/18/2025
PGIM and Partners Group enter strategic partnership to deliver multi-asset solutions
The collaboration was established in response to growing client interest in alternative investments and rising demand for comprehensive investment strategies from trusted partners that offer experience, scale, efficiency, and innovation.
09/18/2025
FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement
The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market.
09/18/2025
Morningstar Wealth partners with Mabel Insights to improve MPS support
The firms said the collaboration will provide financial advisers with deeper insights
09/18/2025
TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships
Agreements with The Bancorp Bank, N.A. and Trust & Will expand wealth management capabilities beyond traditional investment services
09/18/2025
HSBC Private Bank unveils new AI-driven platform
The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.
09/18/2025
Raiffeisen Switzerland extends the current strategy period until the end of 2026
The adoption of the new Group strategy will be postponed until the end of 2026.
09/18/2025
The 4 key behaviors of high-growth advisors that set them apart from the rest
Study reveals what fuels sustainable wealth management firm growth.
09/18/2025
Investment group pumps £4m into Oakglen Wealth
The investment will support the boutique's growth strategy and profit goal after it recorded a £3.3m annual loss in its first full year of trading.
09/18/2025
"Mirae Asset Securities' customer wealth management (WM) department values raising the wealth rankin..
When new innovation industries grow fast and there is a spate of emerging wealth, only active investment can keep the ranking of wealth."
09/18/2025
Five Arrows announces final closing of Five Arrows Debt Partners IV at €2.4 billion
The Fund and its associated vehicles successfully secured total commitments of €2.4 billion – comfortably ahead of its €2.0 billion target and more than 70% larger than its €1.4 billion predecessor fund.
09/18/2025
Bank of Singapore launches alternative solution to single-family offices for ultra-high net worth individuals
The UHNWIs will also have access to Bank of Singapore’s full suite of resources
09/18/2025
Flexible liquidity that could support your long-term growth plans
Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.
09/18/2025
CaixaBank boosts the mobilization of sustainable finance and reaches €20.99 billion in the first half of the year
The bulk of the sustainable mobilization achieved up to June, specifically 78%; corresponds to financing
09/18/2025
EFG’s ‘Renaissance banker’ prepares for cultural transition
With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, says CEO Giorgio Pradelli
09/17/2025
Professionals and firms shortlisted for awards
Now in their 15th year, the awards celebrate excellence in the private wealth sector across major international financial centres.