10/30/2025
Vontobel agrees to sell cosmofunding to Zürcher Kantonalbank
The transaction is expected to close in the first quarter of 2026, with no disruption to clients during the transition.
Wealth and Asset Management
10/30/2025
Aberdeen to increase its stake in Tritax to 100% in 2029
A number of new partners of Tritax Management are also being appointed to prepare for a smooth succession.
10/30/2025
Societe Generale Results at 30 September 2025
Completion of the EUR 1bn additional share buy-back programme on 14 October 2025
10/30/2025
UBS Announces Cash Tender Offers for Debt Securities
Capitalized terms used and not otherwise defined in this announcement have the meanings given in the Offer to Purchase.
10/30/2025
LPL Losing Nearly $1B in Commonwealth Assets to Rival B/Ds
Cetera, Osaic and Raymond James announce advisors joining from Commonwealth this week as LPL is set to give an update on its quarterly earnings call on Thursday.
10/30/2025
Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies
10/30/2025
Highvern named on eprivateclient Top Trust Companies 2025 list
The Top Trust Companies list is compiled following a comprehensive survey of over 100 leading private wealth service providers worldwide, making this recognition a true testament to the strength and dedication of our team.
10/30/2025
Evelyn sets £3.5k minimum annual fee for new smaller bespoke clients
The fee of £875 per quarter will be applied to Evelyn bespoke clients with less than £350,000 to invest.
10/30/2025
€2 million net worth seen as wealth benchmark in Luxembourg
Family wealth and property are perceived keys to prosperity and younger residents fear pension shortfall, survey indicates
10/29/2025
Broadridge Partners with LPL Financial to Win 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication
Datos recognizes Broadridge’s Wealth InFocus, deployed with LPL Financial, as a technological breakthrough for deeper client relationships and accelerated digital adoption in wealth management
10/29/2025
Net Positive Consortium in Wealth Management Wins Industry Award, Expands Resources, and Welcomes New Strategic Partner
The Consortium was honored with the WealthManagement.com Industry Award for Corporate Social Responsibility, standing out among an impressive field of nominees.
10/29/2025
How to harness AI in wealth management
AI is often presented as a straightforward opportunity, but for holders of capital, for example family offices, or for their advisers including wealth managers, the reality is more complex.
10/29/2025
Butterfield Reports Third Quarter 2025 Results
Quarterly cash dividend of $0.50 per share for the quarter ended September 30, 2025
10/29/2025
Swiss banks and the Italian market: opportunities and operational evolution
Regulatory developments present operators with a crossroads.
10/29/2025
Hawksford retains top tier trust company status in latest industry rankings
Featuring a total of 54 firms this year
10/29/2025
Deutsche Bank reports record profit before tax of € 7.7 billion in the first nine months of 2025
Deutsche Bank’s target ratios improved significantly compared to the first nine months of 2024 and were in line with the bank’s 2025 targets.
10/29/2025
UBS's third-quarter 2025 results
UBS reports strong results in 3Q25 with continued progress on integration
10/29/2025
Wealth Enhancement’s Warren Team Included in NJ BIZ’s 2025 Best Places to Work Ranking
The rankings were based on the results of a survey conducted by BridgeTower Media’s Best Companies Group.
10/29/2025
UBS to Appeal Court Ruling on Credit Suisse AT1 Bonds
After Switzerland’s financial regulator Finma filed an appeal, UBS has now announced it will do the same.
10/29/2025
Altrata Report Finds the Total Net Worth of the Billionaire Class Surged by More Than 10%
The report, in its 12th year, finds that the total net worth of the billionaire class surged by 10.3% to a record $13.4 trillion – marking a third consecutive year of rising billionaire wealth.