03/10/2025
WRISE Group Charts New Growth Path with Office Launch for WRISE Academy in Shenzhen
Aims to achieve wealth inheritance and nurture industry talent as well as tap the growth opportunities of the GBA
Wealth and Asset Management
03/10/2025
Bank of Singapore appoints new Head of Investment Solutions Group Hong Kong
Based in Hong Kong, he will report to Ms Vivienne Chia, Global Head of Investment Solutions Group
03/10/2025
J. Safra Sarasin Group to Acquire a Majority Stake in Saxo Bank
This underlines the stability and continuity of the company and reinforces its long-term vision of creating added value for all clients, partners and employees.
03/10/2025
Brookfield Asset Management nears deal for Barclays UK payment business - report
In order to facilitate the deal and support the future growth of the payment division, Barclays plans to inject £400m ($533m) into the business.
03/10/2025
Ludlow Trust acquire HSBC Trust Company (UK) Limited from HSBC UK Bank plc
Ludlow Trust is now the largest provider of trust services in the UK onshore trust advisory sector.
03/10/2025
Five UBS advisors in the South Atlantic Wealth Management Market named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
The ranking algorithm is based on qualitative and quantitative criteria including phone and in-person interviews, compliance records and revenue generated for their firms.
03/10/2025
13 UBS Advisors in the South Wealth Management Market Named to the 2025 Forbes Top Women Wealth Advisors Best-in-State List
The ninth annual 2025 Forbes Top Women Wealth Advisors Best-in-State highlights 2,400 women who collectively manage $3.6 trillion in assets.
03/10/2025
Wealth clients demand personalized solutions
Managers feel current technology and private market offerings are inadequate
03/10/2025
Gulf investors will no longer go for formulaic wealth management advise
High networth clients will no longer sign up to more-of-the-same on wealth handling
03/10/2025
Treasury Partners Founder Richard Saperstein Named to the Barron’s Top 1200 Financial Advisors List
He is also a Barron’s Hall of Fame advisor.
03/10/2025
Swiss private banking: identity is the ultimate competitive advantage
The answer lies in brand identity. Not the logo or tagline, but the essence of a bank’s personality — what it stands for, how it operates, and why it matters to clients and talents.
03/07/2025
Julius Baer’s Kunal Sumaya on Dubai’s rise as an investment haven for NRIs
The COVID-19 pandemic further reinforced this shift, prompting more individuals to explore residency and investment opportunities abroad.
03/07/2025
Close Brothers Asset Management renames itself ‘TrinityBridge’
The rebrand comes following completion of the sale by Close Brothers Group.
03/07/2025
Tindeco Financial Services AG Awarded “Best Wealth Management Automation Solution” by Global Private Banker
This prestigious accolade recognizes Tindeco’s revolutionary end-to-end technology that is transforming the way asset and wealth managers operate.
03/07/2025
Barclays’ £7.5 million bill joins growing list of bank IT issues
The Barclays incident alone will result in customers getting as much as £7.5 million ($9.7 million) in compensation
03/07/2025
Brickwood Asset Management Selects Northern Trust for Asset Servicing Solutions
Chosen by UK Boutique Manager as Single Strategic Provider for Front-to-Back Office Solutions
03/07/2025
Working with wealthy women: tips from some of the industry's female trailblazers
As more women control greater wealth, their importance to the industry is clear.
03/07/2025
CI Wealth adopts Conquest’s AI financial planning platform
The partnership equips CI Wealth advisors with tools for personalised financial advice.
03/07/2025
AIB GROUP PLC 2024 Annual Results
AIB announces profit after tax of €2.35 billion and total distributions of €2.6 billion
03/07/2025
The future of wealth: empowering women’s financial rise
As their influence expands, the wealth management industry must evolve its services to match their distinct investment behaviours, priorities and aspirations.