04/11/2025
Maerki Baumann Grows Profit and Assets Across the Board
In the past financial year, Maerki Baumann recorded a rise in profit and saw assets under management grow by almost a quarter.
Wealth and Asset Management
04/11/2025
Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report
This prestigious recognition highlights CFOs who have demonstrated exceptional leadership and strategic vision in the financial services industry.
04/11/2025
FNB Private crowned Africa’s Best Private Bank at the Euromoney Awards
The bank also claimed top honours in five other categories, reinforcing its leadership in wealth management and private banking.
04/11/2025
SJP CIO says Polaris showing 'resilience' as funds face toughest test
Volatile stock markets sparked by US president Donald Trump's tariffs have presented the £60bn fund range with its biggest test since its November 2022 launch.
04/11/2025
Record-Breaking 30 William Blair Wealth Advisors Named Best-in-State by Forbes
The Forbes best-in-state and top wealth advisors are based on various criteria, including revenue trends, assets under management, and industry experience.
04/11/2025
WealthBriefing award for RBC Wealth Management Jersey team
The wins cement RBC Wealth Management’s strong expertise in managing complex trust structures for its clients.
04/11/2025
UBS Charts Bold Course: Balancing Leadership, Regulation and Rewards
Chairman Colm Kelleher defended the bank’s pay structure in his remarks.
04/11/2025
Swiss Wealth Industry Helps Banks To Fund Economy, Report Says
The study, commissioned by the Swiss Banking Association, addresses the significance of the financial-services sector to the economy amid the heightened scrutiny since the collapse of Credit Suisse.
04/11/2025
Wealth managers weigh options after Trump's 90 day tariff pause
Stocks soared after President Trump delayed his full tariff plan for 90 days leaving financial advisors wondering what to do during the interim.
04/11/2025
France’s Amundi launches four US-focused ETFs for Hong Kong’s MPF
Amundi says they are designed to meet demand for diversified investment tools from MPF providers and asset managers.
04/11/2025
Kaiser Partner Privatbank is growing on all fronts
Assets under management increased by 44.4 percent to CHF 8.24 billion.
04/11/2025
19 long-service awards celebrated at Saffery Trust
With just over 100 employees in its Guernsey office, 63% of the team have now been with Saffery Trust for between five and 40 years.
04/10/2025
Birmingham office launched by Hoxton Wealth, company set to undergo recruitment push in region
Hoxton Wealth’s Birmingham office opens with a team of five, and Bobby has ambitious growth plans for the region this year.
04/10/2025
Wealthsimple acquires wealth management platform, Plenty
Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.
04/10/2025
Pictet Takes the Crown from UBS Asset Management
Swiss players like Mirabaud and BCV improve their standing, while others lose ground.
04/10/2025
Citi Wealth restarts hiring engine with 10% targets
After a year of restructuring and high-profile exits, Citi's wealth business is shifting gears, aiming to hire private bankers and advisers in Asia.
04/10/2025
Banque Heritage confirms its growth strategy with solid results
The Group increased its assets under management by 19%, further consolidating its positive trajectory.
04/10/2025
Can team leaders survive the private banking shake-up?
As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.
04/10/2025
Who are wealth management’s Rising Stars?
Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list
04/10/2025
Dubai's Mashreq to work with Goldman Sachs to cater for rich clients
As the number of high-net-worth individuals, keen for sophisticated investment strategies, increases in the region, a joint statement said services resulting from the collaboration would be available from this month.