07/15/2025
SJP to implement new charging structure next month
The move appeared to have been prompted by the Financial Conduct Authority’s increased focus on fair value for customers as part of its Consumer Duty work.
Wealth and Asset Management
07/15/2025
Celebrating its 20th anniversary: Fondation Lombard Odier launches funding programme for international environmental projects
Building on two decades of experience in targeted project funding, from 2025 the foundation will support international initiatives that combine climate protection with tangible social benefits.
07/15/2025
Bank Avera takes another step towards digitalization
"bLink" enables companies to securely and standardize data exchange with their accounting systems.
07/15/2025
Banque Pictet and SIX Conclude Landmark Pilot to Tokenize and Fractionalize Corporate Bonds
This initiative, which took place on the SIX Digital Exchange (SDX), marks a significant milestone in bridging traditional capital markets with the efficiencies of digital asset technology.
07/14/2025
Korean banks focus on wealthy clients to boost profit
At these centers, PB branch managers provide one-on-one consultations and comprehensive wealth management services, covering finance, taxation, real estate, inheritance, and gift planning.
07/14/2025
Navigating Tax Turbulence: Wealth Management Strategies for High-Net-Worth Athletes in a Post-Wimbledon Landscape
For investors and wealth managers, this environment presents both challenges and opportunities to design tax-efficient portfolios that align with the unique needs of global celebrities and athletes.
07/14/2025
The wealth industry’s new all-powerful gatekeepers emerge
How the rise of managed accounts is transforming the wealth landscape.
07/14/2025
Julius Baer: Singapore Tops Priciest Cities Thrice
By goods and services, the city-state was the costliest for cars and women’s handbags.
07/14/2025
Lombard Odier’s Secret Weapon: Building Tech from Within
Rather than outsourcing innovation, Lombard Odier pursues a deliberately selective IT strategy
07/14/2025
Carlyle targets wealth managers with Clearstream partnership
Clearstream’s private markets services include order routing, settlement and asset servicing.
07/14/2025
Generational change with vision: Daniel Stucki takes over the management of Nimbus AG
The generational change initiated by founder Hansjörg Stucki in 2021 thus comes to a successful conclusion – and opens up new perspectives for the future.
07/14/2025
Julius Baer Global Wealth & Lifestyle Report 2025: Top 10 global cities for living well
Even before this point, though, the world was bracing itself for a global trade war, geopolitical tensions were high, and consumer spending was slowing.
07/14/2025
Asia-Pacific clients poised to switch wealth providers
In an era of global uncertainty, it is vital for forward-thinking Asian wealth managers to offer alternative investments and AI-led portfolio allocation strategies
07/14/2025
Sumitomo Mitsui Trust Asset Management launches Singapore subsidiary
The new entity, now operational, marks Sumitomo's first office in Asia, complementing its existing locations in London and New York.
07/14/2025
Jersey Finance Expands Private Wealth Network
Guests included US-based advisers who came together to discuss key challenges and opportunities facing ultra-high net worth individuals and family offices in 2025.
07/14/2025
Structuring options for holding wealth
Limited liability companies were particularly useful from an investment perspective, because they allowed investors to risk the capital they had agreed to risk but no more.
07/11/2025
German Finance Minister attacks Andrea Orcel
Unicredit made a major investment in Germany's second-largest private bank in the fall.
07/11/2025
Fourth Quarter FUMA Update
The Board anticipates the full year performance to be in line with market expectations.
07/11/2025
CCLA sold to Jupiter Fund Management for £100m
In addition to charities, CCLA also serves religious institutions and local authorities. It has total funds under management of over £15bn.
07/11/2025
Zurich Asset Manager Joins SSI Group
In addition to traditional wealth management solutions, SSI also offers specialized services such as impact investing and fiduciary services.