07/22/2025
Drivers of value creation – Private Banking
The next decade will witness one of the largest intergenerational wealth transfers in history, with UK baby boomers expected to pass down approximately £1.2 trillion to younger generations.
Wealth and Asset Management
07/22/2025
Lombard Odier shifts focus to challenged UK entrepreneurs
Entrepreneurs need business and investment support, including highly skilled portfolio management, but private banks can also help establish key connections within the peer group
07/22/2025
Chinese Wealth Managers Close Out Dollar Products Early After Profit Goals Met
Rated PR2, or medium-to-low risk, it had an annualized profit target of 4.2 percent. Due to mature in December next year, it was liquidated just seven months after launch.
07/22/2025
Five years running: Quilter ups forecast for Monthly Income Portfolios again
The upgrade in forecasts follows another successful year where the income delivered came in ahead of estimates.
07/22/2025
UBS and LSEG announce long-term strategic partnership
The partnership also positions UBS to benefit from the next-generation capabilities on LSEG Workspace.
07/21/2025
Olivier Group honored as Baton Rouge’s best in wealth management
The firm won the 2025 Best of Baton Rouge Gold Award for Best Wealth Management.
07/21/2025
CaixaBank, Best Bank for Consumers in Europe and Best Bank in Spain in the Euromoney awards
When selecting CaixaBank as Best Bank for Consumers in both Spain and Europe, the British publication's jury highlighted CaixaBank's focus on quality and customisation of customer service.
07/21/2025
Wealth Shortlist Update: abrdn Global Smaller Companies
All three worked closely with lead manager Kirsty Desson, particularly in the analysis of small and medium-sized US companies.
07/21/2025
Merger Creates Agile Asia Platform for Entrepreneurial Wealth
The combination will create a powerful, tech-driven family office platform with a sharp entrepreneurial edge.
07/21/2025
Morgan Stanley Wealth Management Pulse Survey Reveals Surge in Bullishness as the Market Enters Q3 in Positive Territory
The survey explored investor views on sector opportunities for the third quarter of 2025
07/21/2025
Financial planning service launched by Oakglen
The new service is a result of the integration of Jersey-based advisory firm HBFS into the Oakglen Group and its wealth management platform.
07/21/2025
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
07/21/2025
Karl Reichmuth: «UBS Should Make its Investment Banking Independent»
This would limit the risks for Switzerland and set the course for a more market-oriented economy.
07/21/2025
WealthArc now connects to over 140 custodian banks worldwide, solving the toughest data challenge in AI-driven wealth and asset management.
New-generation data feeds across Switzerland, the US, UK, Monaco, and the Bahamas mark a major leap in global coverage.
07/21/2025
Banque Heritage reports solid results in a challenging environment
Growth of assets under management helped offset the impact of the Swiss franc’s significant appreciation against the US dollar, as well as a generally less favourable interest rate environment.
07/21/2025
The UK is losing wealth creators at an alarming rate
The uncertainty is being fuelled further by speculation around a wealth tax.
07/21/2025
$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More
In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.
07/18/2025
Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families
Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments
07/18/2025
A new chapter of leadership at CPW
Stephen will be conducting a detailed handover with David as he transitions into his new role.
07/18/2025
JP Morgan Private Bank hires investment team head in Zurich
Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.