06/04/2025
NextGen HNWIs: Redefining the Future of Wealth Management
The financial world stands at a turning point.
Wealth and Asset Management
06/04/2025
Andreas EF Utermann: The Vontobel Method for Integrity Banking
An inside look at the "Vontobel Method."
06/04/2025
Arbuthnot Latham invests in catastrophe bonds for their lack of correlation
Like many other investors and investment managers, Arbuthnot Latham has been seeking out diversification in recent months, as it noted correlated market volatility across many asset classes.
06/04/2025
US added 562,000 millionaires in 2024 but wealth management has a challenge
New report reveals gaps in how advisors work with next-gen HNWIs.
06/04/2025
Capital punishment: How Swiss bank reforms could hit UBS
Bank’s year-long tussle with government will come to a head with proposals to be unveiled on Friday
06/04/2025
Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of Advisors
Strategic partnership empowers affiliates with modern estate planning tools for scalable, holistic wealth management
06/03/2025
Wealth Management Market Study identifies size of the HNW international life insurance market for the first time
This landmark Market Study unveils for the first time the size of the rapidly growing HNW international life insurance market.
06/03/2025
MillTech launches cash management solution in collaboration with BlackRock
MillTech has experienced significant success in providing the investment community and global corporates with automated currency management and access to better FX rates.
06/03/2025
London & Capital and Waverton Investment Management officially combine as W1M
W1M manages over £21 billion in assets, placing it among the UK’s largest wealth managers.
06/03/2025
Wealth Management Industry Awards Announces Record Number of Finalists for 2025
This year's awards program received a record-breaking 1,209 nominations, reflecting the continued growth and innovation within the wealth management industry.
06/03/2025
Julius Baer sets focused strategy to unleash its full potential through disciplined execution
The Group further shares its strategic agenda and priorities, and a new set of financial targets for the upcoming three-year period commencing in 2026.
06/03/2025
HSBC UK Private Banking partners with Addepar to provide brand-new client reporting experience
As one of the largest banking and financial services organisations in the world, HSBC is committed to delivering superior client experience powered by leading digital solutions.
06/03/2025
Wittmann woos family money with bold predictions
Central to their decision-making, amid today’s re-configurated geopolitical reality, is the position of Germany and the new leadership in Berlin.
06/03/2025
Private banking: a changing of the guard in the industry
Nonetheless, these institutions’ recruitment needs remain high, and attracting young talent is becoming an increasingly important issue for them.
06/03/2025
Schroders UK Financial Adviser Pulse Survey 2025: Wealth transfer emerges as priority issue for advisers in response to government proposals
The survey was conducted post ‘Liberation Day' amid significant market volatility.
06/03/2025
BNY Unveils Enhancements for Wealth Managers at INSITE® 2025
New products and features will help advisors and investors innovate for the future of wealth management
06/03/2025
Evelyn-owner targets bank partnerships in private markets push
Citywire understands Permira is working on an evergreen credit fund, but executive chairman Kurt Björklund says focus is on getting the right products to the right clients.
06/03/2025
The World’s Largest Gold Reserves Revealed: Top 4 Countries Holding Billions in Hidden Wealth
The sheer volume of gold held by some countries is staggering, revealing a strategic layer beneath the gleam of these reserves.
06/03/2025
Outsourcing drives wealth management growth but clients pull cash
Discretionary wealth management market stood at £1.1trn at the end of last year, up 11% year-on-year
06/03/2025
BNY Pershing Launches Advisor Growth Network, New Wove Features
BNY Pershing is announcing a new advisor member program and product enhancements to its multi-custodial wealth platform, Wove, during its annual INSITE conference this week.