12/08/2025
ING reports outcome of 2025 EU-wide transparency exercise
The annual transparency exercise is based solely on COREP/FINREP data on the form and scope to assure a sufficient and appropriate level of information to market participants.
Wealth and Asset Management
12/05/2025
RBC’s Fred Rose: Why UHNW Clients and Millennials Will Redefine Advisor Growth
Rose emphasized that leading advisors had always adopted the innovations that later became industry standards.
12/05/2025
Wealth Management For the 2030s: AI, Alternatives and Next-Gen Clients
Among the topics discussed were the adoption of AI tools to increase productivity and enhance client communication, as well as the development of knowledge in digital assets and tokenized products
12/05/2025
Winners of the 10th Annual Private Banking Awards Switzerland announced
Winners of the 10th Annual Private Banking Awards Switzerland announced" was originally created and published by Private Banker International, a GlobalData owned brand.
12/05/2025
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth
12/05/2025
Good News, Wealth Management: Here Come the Insurance Companies
While traditional wealth managers have focused on investment performance and asset accumulation, a fundamental shift is occurring in what clients actually want.
12/05/2025
Summit Financial invests in Ivy Wealth Management
Summit Financial’s minority-stake investment in Ivy Wealth Management adds $500m in client assets.
12/05/2025
Bybit Private Wealth Management Beat November Downtrend with Top Fund Delivering Close to 30% APR
Bybit PWM's top fund delivered almost 30% APR in November, beating downturn.
12/05/2025
Double win for Titan Wealth at WealthBriefing Channel Islands Awards
The awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.
12/05/2025
Vanguard plans to expand in Miami to target Latin American wealth – report
Vanguard also plans to expand offshore services in other US locations, including California and Houston, within the next 12 to 18 months.
12/05/2025
UBS outlines new opportunities for Channel Islands wealth holders
Powerful trends in capital expenditure and accelerating adoption are likely to drive further growth for AI-linked stocks.
12/05/2025
Bank of America expands crypto access for wealth management clients
The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.
12/05/2025
Brooks Macdonald announces new partnership with BAFTA
Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.
12/05/2025
Wealthbriefing announces winners of 2025 Channel Islands Awards
This year’s Awards demonstrated once again how Jersey and Guernsey’s profiles as significant international financial centres continue to rise and do so against a backdrop of global change.
12/05/2025
What Pictet is focusing on in the coming year
The strong Swiss franc has dampened performance in many asset classes.
12/05/2025
US markets could advance in 2026 despite headwinds, says RBC Wealth Management
Banking group sees room for stock and economic growth, even with caution advised.
12/04/2025
Wealth Enhancement Announces Acquisition of FPG Private Wealth, a Hybrid RIA with Over $532 Million in Client Assets
This partnership brings the firm's total client assets to more than $127.8 billion.
12/04/2025
AI euphoria unnerves LGT Wealth
Commenting on its portfolio positioning, the wealth manager expressed concern about the dominance of AI companies in the US indices.
12/04/2025
SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings
Business Partnership Highlights Commitment to Helping Advisors Scale and Grow
12/04/2025
Investec and L&G surpass €5bn milestone
Through this collaboration, L&G and Investec have helped broaden access to flexible term loan solutions for private market sponsors, creating one of the most established and scalable institutional funding platforms in the market.