04/04/2025
Cerity Partners Welcomes Cook Wealth
The addition of Cook Wealth introduces Cerity Partners to the North Carolina market and enhances the firm's ability to serve clients through personalized wealth and tax planning services in Raleigh.
Wealth and Asset Management
04/04/2025
Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals
Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors
04/04/2025
OCBC’s Private Bank Seeks More Staff for Greater China Expansion
Oversea-Chinese Banking Corp.’s private-banking arm is considering adding between 20 and 30 relationship managers this year for its Greater China team, marking a substantial expansion in one of the world’s major wealth centers.
04/04/2025
How women in the Gulf are moving beyond inheritance to become wealth creators
This trend also applies in the Gulf countries, which are witnessing a sharp rise in affluent women actively shaping the region’s economic future.
04/04/2025
Indosuez Wealth Management plans to acquire Banque Thaler
With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.
04/04/2025
Pictet promises smarter stock picks with new AI hedge fund
The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.
04/04/2025
Eric Sturdza AM secures Finma licence
ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.
04/04/2025
Wealth managers eye bargains as Trump tariffs hit markets
With equities falling around the world, investors are looking carefully at their options to top up positions.
04/04/2025
Cary Street Partners buys wealth manager Keene & Dorchak
This expansion strengthens CSP’s foothold in Texas, complementing its existing offices in San Antonio and Austin.
04/03/2025
Morgan Stanley Nabs $1B Team From UBS
Their combined assets under management at UBS were about $1 billion, with $10 million in annual revenue.
04/03/2025
LGT wins 12 awards at the Euromoney Global Private Banking Awards 2025
This year, LGT enjoyed another outstanding performance, taking home a total of 12 awards.
04/03/2025
Why expats and wealth managers are drawn to the Middle East
This is due to their government’s actively trying to attract more wealthy individuals and businesses as they transition away from having a predominantly oil-based economy.
04/03/2025
BEA Private Banking: A Focused Approach to Expansion Under Regional Head Jaye Chiu’s Leadership
In this interview, he shares his vision, key priorities, and insights into how BEA plans to stay ahead in an evolving wealth management landscape.
04/03/2025
Marcus Slöör becomes new member of the Executive Board of Zuger Kantonalbank
As Head of the Wealth Management Department, he will be responsible for the Private Banking and Wealth Services divisions, as well as the bank's Investment Office.
04/03/2025
Quilter Cheviot Europe launches three new funds
The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.
04/03/2025
UBS recognized as “The Middle East’s Best for Family Office Services” in Euromoney’s 2025 Private Banking Awards
UBS received 22 awards across various categories
04/02/2025
Arbuthnot Latham named Private Bank of the Year at the 2025 COLWMAs
We are honoured to be recognised as Private Bank of the Year at the 2025 COLWMAs
04/02/2025
Origin Private Office in collaboration with Aldar Development unveils exclusive investment opportunities in Abu Dhabi
This collaboration leverages the expertise of Origin Private Office in identifying exceptional investment opportunities for their clientele, alongside Aldar Development's portfolio of world-class properties.
04/02/2025
Cazenove Capital named as ‘The UK’s Best Wealth Manager’ in the Euromoney Private Banking Awards 2025
We are pleased to announce that Cazenove Capital, has won The UK’s Best Wealth Manager in the Euromoney Private Banking Awards 2025.
04/02/2025
Unique AI’s Vision for the Future of Wealth Management: Asia Specialist Damien Piper Shines a Light
Damien believes Unique AI is playing a pivotal role in shaping the next generation of AI-driven wealth management, positioning firms to operate with greater intelligence, agility, and responsiveness in an increasingly digital world.