05/27/2025
Kiplinger Readers' Choice Awards 2025: Wealth Management Services
The Kiplinger Readers’ Choice Awards celebrate the best products and services in personal finance.
Wealth and Asset Management
05/27/2025
Natixis to merge two affiliates, forming $40bn thematics boutique
Natixis plans to merge affiliates Mirova and Thematics AM by the end of the year.
05/27/2025
Hong Leong Bank Enhances HLB Private Bank and Regional Wealth Management with Strategic Alliance with Lombard Odier
Integrating A Strategic Alliance with Swiss Private Bank Lombard Odier, Key Talent Acquisitions, Development Programs, and AI Tools, the Bank is Poised to Accelerate its Regional Wealth Management Proposition
05/27/2025
Helveteq and Artex launch tracker based on Francis Bacon triptych
It's the second art-based product the two firms have launched together.
05/27/2025
Effective strategies for intergenerational wealth management
Practical insights for young and old – for those passing on their wealth and those inheriting it – from PSG Wealth’s CIO Adriaan Pask.
05/27/2025
The qualification giving a £57k boost to wealth manager salaries
Exclusive Citywire research finds private client investment managers with chartered status earn much more than those one level below them in the CISI's framework.
05/27/2025
U.S. Bank Named Official Banking and Wealth Management Partner of Premier Lacrosse League and Women’s Lacrosse League
Multi-Year Partnership Marks Strategic Investment in the Sport’s Growth Trajectory
05/27/2025
Nedbank Private Wealth Named One of The Sunday Times UK Best Places to Work 2025
Nedbank Private Wealth, with its Jersey office in St Helier, provides expert wealth management services to Channel Island residents and high-net-worth clients across the world, is the only private bank to rank on The Sunday Times UK 115 ‘Big Best Pl
05/27/2025
Close Brothers slapped with a downgrade after rocky third-quarter
The bank said fees and expenses were still at an “elevated level” in the recent quarter as net expenses jumped to £13.9m.
05/23/2025
Jupiter to cut another £15m of costs in turnaround battle
The asset manager has identified further cost cuts as part of an ongoing strategic review.
05/23/2025
Morgan Stanley Names 11 Individuals as their MAKERS Class of 2025
Nominations were solicited from employees across Morgan Stanley Wealth Management.
05/23/2025
Netwealth seeks to reshape relationships with private investors
Reflecting on her 25-year banking career, Ms Ransom says her later move into private wealth brought deeper, more personal relationships.
05/23/2025
Saltus to acquire specialist financial planning business Delta Financial Management
The acquisition represents the next step in Saltus’ long-term strategy of expanding its financial planning capabilities through the integration of high-quality, client-centric businesses.
05/23/2025
Piguet Galland accelerates its digital transformation with a new platform
The objective is to redefine the banking experience for the clients of Piguet Galland.
05/23/2025
UBS Concludes AIC’s Singapore Wealth Edition
Topics covered in the one-day event included how investors, companies and countries can navigate the current global conditions and market environment.
05/23/2025
Citywealth Forum 2025 highlights Jersey’s role in wealth management
She pointed out the advantages of Jersey as a leading IFC, such as stability, legal certainty and the excellence of infrastructure.
05/23/2025
WealthTHINK Asia 2025: Where Leaders Rethink the Future of Private Wealth
The result was a day of honest, high-impact discussion that may well shape how the industry evolves in the decade to come.
05/23/2025
Deutsche Bank and David Lynne honoured as best in corporate banking in Asia Pacific
Top accolades from The Asian Banker include Best Global Transaction Bank in APAC and Global Transaction Finance Leader of the Year
05/23/2025
LBT Holdings Ltd. Acquires Gonet Bank & Trust Limited, Introducing Bank of Nassau to Uphold the Finest Traditions of Private Banking
Effective immediately, LBT Holdings Ltd. assumes 100% ownership of Gonet Bank & Trust Limited.
05/23/2025
Bridgepoint in talks to buy wealth management firm Finzzle Groupe
The Toulouse, France-headquartered company comprises 11 operating subsidiaries.