• Wealth and Asset Management
  • Executive Moves
  • Legal,Regulation,Tax & Compliance
  • more...
    • FinTech

      Family Office

      Luxury

      Extremely Wealthy

      Comment & Analysis

      Extremely Expensive

      Research

      Executive Travel

      Planet SOS

      Health & Wellness


Wealth and Asset Management

04/23/2025

Apollo, Blackstone anchor $4bn private credit deal for Thoma Bravo’s Jeppesen deal

The seven-year unitranche loan, which consolidates first- and second-lien debt into a single structure, is expected to price at 475 basis points over the benchmark rate.

04/23/2025

50% of advisers seeing higher client demand as wealth tax uncertainty bites

This renewed appetite from clients is not considered a passing trend either.

04/23/2025

Staying Personal, Staying Nimble: How Bordier is Shaping the Future of Boutique Private Banking

She shared how Bordier continues to embrace a high-touch, family-office mindset while exploring new areas such as digital assets and maintaining a firm commitment to the regulatory integrity of the Singapore market.

04/23/2025

HSBC's Tommy Leung: Clients reassessing US dollar exposure

For UHNW clients in particular, hedging activity has picked up

04/23/2025

Carson Acquires $150M Carson Wealth Orlando Location

The office, led by Scott Cadwell, plans to use Carson’s M&A resources to expand in the Southeast.

04/23/2025

Altruist Raises $152M Series F Led by GIC to Accelerate Innovation for Growth-Oriented RIAs

The round, led by GIC, follows a banner year of product launches, executive expansion, and continued momentum as Altruist solidifies its place among the top three custodians

04/23/2025

Blackstone Lends $368 Million for Luxury Oslo Property Portfolio

It is the first time Blackstone has lent against Norwegian real estate and underscores the increasing competition from alternative debt capital providers in Nordic real estate, a region traditionally dominated by local banks.

04/22/2025

Macquarie Group announces agreement to divest Macquarie Asset Management’s public investments business

The transaction is subject to regulatory approvals

04/22/2025

UBS to invest nearly Rs 2,000 crore in 360 ONE WAM via warrants; strategic wealth tie-up announced

This investment is expected to strengthen 360 ONE WAM’s capital position while marking a long-term strategic alignment with UBS, one of the world’s most prominent global financial institutions.

04/22/2025

Brookfield Signs Landmark Agreement to Transform Barclays' Payments Business

This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors

04/22/2025

EFG International Sets Up Asia Desk in London

The Swiss private bank EFG International is stepping into the breach.

04/22/2025

UBS enters into an exclusive strategic collaboration with 360 ONE WAM on wealth management in India and international markets

Strategic collaboration will enhance the wealth management solutions available to global Indian clients

04/22/2025

Baloise and Helvetia merge to form the second largest insurance group in Switzerland and create a leading European insurer

The combined company will thus be strengthened for a new chapter of focused, profitable growth.

04/22/2025

Canton of Lucerne adopts owner strategy 2025 of Luzerner Kantonalbank AG

In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.

04/22/2025

SNB: After a decent first quarter, things are getting rough

UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.

04/22/2025

Unlocking the power of unified managed households (UMH)

The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.

04/22/2025

Shackleton acquires asset management business from Irwin Mitchell

The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.

04/22/2025

Hargreaves Lansdown co-founder returns to board after £5.4bn takeover

The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.

04/22/2025

Generali and Partners Group launch private credit secondaries fund

The firms are tapping into the ‘rapidly expanding’ credit secondaries market.

04/22/2025

Peapack Private Bank & Trust Now Open in NYC

This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.

  • 1
  • 2
  • 3
  • …
  • 176
  • 177
  • 178
  • 179
  • 180
  • 181
  • 182
  • 183
  • 184
  • 185
  • 186
  • …
  • 1687
  • 1688
  • 1689

Translate

Member Area

Forgot password?
New User?   Register Now!
  • Popular
  • Recent

Navigating cross-border art transactions: legal and tax insights for collectors

07-10-2026

Regulations are barrier to family office investment in crypto

07-10-2026

New CEO for Anthos Fund & Asset Management

07-10-2026

Forbes Ranks Pence Wealth Management’s Laila Pence No. 1 Among Southern California Women Advisors

07-10-2026

Mass Affluent Wealth Clients Need Both Digital Tools and Better Human Advice

07-13-2026

AI for Good: why ethics and accountability must keep pace with innovation

07-13-2026

Malta beats Monaco and Singapore as the No. 1 country for millionaires to live, scoring a perfect 100 in new study

07-13-2026

Giorgio Van den Borre on how Golden Goose is redefining luxury in APAC through human connection

07-10-2026

Introducing Q3: New Longevity report by RBC Wealth Management reveals how 45-75 year olds are redefining later life

07-17-2026

Luxury buyer interest doubles, demand shifts to larger properties

07-17-2026

Young Japanese who rode AI boom flaunt wealth with luxury buys

07-17-2026

Redemption of UBS Group AG senior unsecured notes

07-17-2026

Warren Buffett stops donating to Bill Gates' charity as his children now ready to handle his wealth

07-17-2026

St James's Place tumbles as two more appointed representatives leave

07-17-2026

Verse announces new CTO

07-17-2026

CrediaBank enters strategic partnership with BNP Paribas Asset Management to accelerate Wealth Management growth

07-17-2026

The Wealth Mosaic

Quick Links

  • Industry Events
  • Free White Papers
  • Featured Multimedia
  • RSS Feeds

© 2006 - 2026 Managers of Wealth Network. [Latest wealth management news, research and opinion from around the World] | Privacy Statement | Terms and Conditions

Network of websites
Managers of Wealth | Europe | Offshore | Asia | Americas | Middle East | Africa | FinTech | Funds | Legal

  • Wealth and Asset Management
  • Executive Moves
  • Legal,Regulation,Tax & Compliance
  • FinTech
  • Family Office
  • Luxury
  • Extremely Wealthy
  • Comment & Analysis
  • Extremely Expensive
  • Research
  • Executive Travel
  • Planet SOS
  • Health & Wellness