03/28/2025
Wealthtime owner buys Craven Street Wealth
Quanta Group is using private equity funding from Anacap to make the acquisition.
Wealth and Asset Management
03/28/2025
Vontobel successfully places a CHF 200 million inaugural senior unsecured bond
This transaction establishes Vontobel’s presence in the CHF senior bond market, adding diversification, stability, and flexibility to the company’s funding structure while reaching a broader investment base.
03/28/2025
A new era of giving: how family philanthropy is creating an impact
The first is a general shift in attitudes towards wealth and inheritance, with older and younger generations more likely to agree that a family fortune should be used to serve a broader purpose.
03/28/2025
Santander, the World's Best for International Latin American Clients by Euromoney
The financial publication also considers it the Best International Private Bank in Argentina, Brazil, Mexico, Poland, Peru, and Uruguay.
03/28/2025
Shackleton sets deadline for first round bids as wealth manager’s sale talks continue
‘Britain’s wealth manager’ is looking for up to £600m for the business
03/28/2025
RMB Private Bank recognised as South Africa’s Best Private Bank at the 2025 Euromoney Global Private Banking Awards
The Euromoney Global Private Banking Awards are regarded as a benchmark for excellence in private banking and wealth management.
03/28/2025
BMO Named Canada's Best Private Bank for Ultra-High-Net-Worth Clients and Philanthropic Advisory Services at Euromoney Awards
These awards recognize BMO's commitment to meeting the unique needs of Private Wealth clients
03/28/2025
The world’s best private bank 2025: Goldman Sachs
rawing on over a century and a half of experience, it leverages its resources, investment platform, global network and lending capacity to deliver a host of tailored solutions to clients.
03/28/2025
Middle East’s best for investment research 2025: ADCB Private and Wealth Management
The bank follows a rigorous top-down macroeconomic approach to identify key market drivers and determine optimal asset class exposure.
03/27/2025
Robinhood to bring wealth management, private banking to retail investors
Users with as little as $50 in investments can access portfolios of exchange-traded funds managed by Robinhood's investment experts.
03/27/2025
Julius Baer to Open Lisbon Office in Southern European Push
It will move a team of 14 bankers
03/27/2025
Eleven UBS Advisor Teams in Arizona Named to Forbes Best-in-State Wealth Management Teams List
Six of the teams are based in Phoenix; two are in Tucson, and three are in Scottsdale.
03/27/2025
HSBC Private Bank live with new core banking system, Avaloq Banking Suite
Global giant HSBC has deployed Avaloq’s flagship core banking solution, Avaloq Banking Suite, for its private banking operations.
03/27/2025
Arbuthnot Banking Group: Audited Final Results for the year to 31 December 2024
Strategic progress and growth in net assets per share
03/27/2025
Julius Baer's HK and SG team leaders face chop in global restructure
Julius Baer is sweeping away team leader roles in Hong Kong and Singapore as part of a wider restructure to reduce costs.
03/27/2025
Quintet 2024 net profit rises to €68 million, up 45%
This reflects increases in both private banking assets under management and institutional assets under custody.
03/27/2025
Wealth Enhancement to Join Forces with Marcum Wealth, an Independent RIA with Over $4.3 Billion in Client Assets
The team oversees more than $4.3 billion in client assets and is led by Eric Wulff, Chief Executive Officer.
03/27/2025
Evelyn Partners recorded an 11.8% rise in Adjusted EBITDA in 2024 and strategically repositioned to focus exclusively on wealth management
The wealth management business delivered another strong year in 2024, with £8.0 billion gross inflows, AUM closing the year at a record high of £63.0 billion and Adjusted EBITDA rising to £174.3 million.
03/27/2025
NatWest settles 'de-banking' dispute with Nigel Farage
The row began in 2023 when Farage claimed that Coutts, owned by NatWest, shut his account without explanation.
03/27/2025
Indosuez Wealth Management prefers gold and dollar over bonds, anticipates U.S. economic slowdown
The note also reveals that Indosuez expects the Federal Reserve to make two rate cuts this year.