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Wealth and Asset Management

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.

05/23/2025

BlackRock makes raft of changes to multi-asset MyMap range

World’s largest asset manager unveils one new launch, one closure and the intention adjust an existing strategy in the UK-focused line-up.

05/22/2025

HSBC Launches One-Bank Entrepreneur Programs

Asian wealth is largely powered by money from family businesses and entrepreneurs.

05/22/2025

JPMAM actively seeking strategic partnerships in wealth management

The partnership is part of a broader relationship that also includes providing Coutts’s clients with information through JPMAM’s Market Insights program.

05/22/2025

How to make your business transfer a success story in Switzerland

The first step in any business transfer is selecting the most appropriate structure.

05/22/2025

Evelyn Partners launches the City of London’s Finest Corporate Padel Tournament

Wealth Manager becomes founding title partner of the invitation-only Evelyn Partners Padel Cup - bringing the competitive sport to the heart of the City through a multi-year partnership with TTB Sport all in aid of a good cause

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89% of wealth management clients now served by 10 largest firms, FCA finds

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Family Office Bill Pay: An Advisor’s Guide to the Complexity Behind Cash and Expense Management

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