12/02/2025
Swiss firms launch bespoke mandate solution for asset managers
The tie-up between PHIVE and Tindeco lets managers build customised institutional mandates and strategies which systematically track flagship funds.
Wealth and Asset Management
12/02/2025
Standard Chartered PLC – Statement on the Bank of England 2025 Bank Capital Stress Test results
The Group has a diverse and liquid balance sheet, and these results demonstrate the Group’s continued capital strength and resilience to stress.
12/02/2025
Global Salon: Goldman Sachs On Multigenerational Wealth And Meaningful Management
The US continues to generate new wealth at scale, and parts of Europe have seen renewed activity in specific sectors.
12/02/2025
OCBC Shares Climb to New Peak as Wealth Franchise in Focus
In its recent results, OCBC's profit was supported by record noninterest income and lower allowances.
12/02/2025
Broadridge Named a Leader in Wealth Management Technology in IDC MarketScape 2025 Assessment
The IDC MarketScape evaluated 13 worldwide technology providers across two dimensions – Capabilities and Strategy – and Broadridge was named to the Leaders Category for both.
12/02/2025
SMA: The case of the new management arriving from America
The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.
12/02/2025
Private bank UBP rolls out VCC fund with S$200 million in commitments
The fund will invest in fixed-income strategies; a second fund to be launched next year will invest in a hedge fund of funds
12/02/2025
Coutts to enter private markets in 2026
After holding back from entering the space in recent years, CIO Fahad Kamal said private markets will play a 'meaningful role' in client portfolios going forward.
12/02/2025
JP Morgan to double Swiss private banking business by 2030
JP Morgan managed $55.6bn in Swiss private banking assets at the end of last year.
12/02/2025
Private banks slow to respond to philanthropic families
As a new era of wealth transfer dawns, charitable giving is being increasingly shaped by a combination of emotional readiness, liquidity events and shifting personal values
12/02/2025
Wealth managers warm to evergreen funds as demand for private markets intensifies
New data shows surging advisor appetite for semi-liquid alts despite education and trust challenges.
12/01/2025
The £7 trillion wealth transfer that is changing who controls money in the UK
New research from Unbiased shows women are now 45% more likely to have inherited assets, and they are turning that shift into influence.
12/01/2025
Nomura Completes Acquisition of Macquarie’s U.S. & European Public Asset Management Business
As disclosed in April 2025, Nomura will bring its private markets business, Nomura Capital Management (NCM), and its high yield business
12/01/2025
Foster Denovo extends platform partnership with Third Financial
The model enables firms to take greater control of the products offered, customer experience as well as more of the value chain.
12/01/2025
Swiss reject millionaire inheritance tax fearing wealth exodus
The plan ran into staunch opposition from the government and all parties aside from the left.
12/01/2025
Switzerland to Remain World’s No. 1 Wealth Center, EFG CEO Says
Switzerland has repeatedly faced predictions it’s losing its vaunted reputation as one of the most welcoming places for the wealthy around the globe.
12/01/2025
Rothschild & Co advises on two winning deals from IJGlobal
The transaction is the largest renewables deal across CSEE and Greece’s largest ever P2P acquisition financing.
12/01/2025
Rothschild & Co sets the course for the continued development of its Wealth Management business in Germany
Under new leadership and a broader investment offering, Rothschild & Co is further developing its business in Germany and strengthening its support for clients.
12/01/2025
Blackstone to pump hundreds of billions into Europe as gov't attitudes shift
The group announced a £100bn investment in just the UK in the next decade, as its new building in Berkeley Square starts taking shape.
12/01/2025
Wealthy but wary - examining the generational transfer
The draw is diversification and higher return potential, with a growing interest in private credit, which Chisholm views as poised to attract more inflows than private equity in the coming year.