12/15/2025
Investment firms seek to face down Trump threat
The authorities are definitely overstepping their remit and interfering in business.
Wealth and Asset Management
12/15/2025
Truist Wealth Accelerates Digital Strategy With InvestCloud
The partnership reflects Truist Wealth’s multi-year effort to modernise its technology stack and deliver a more intuitive, client-centric digital experience.
12/15/2025
Equiom celebrates hat-trick of global private client award recognitions in 2025
The firm was named a double winner at the WealthBriefing Channel Islands Awards 2025, securing titles in Private Client & Fiduciary Services – Family Office Governance and Private Client & Fiduciary Services – Succession Planning Advis
12/15/2025
Ex-Invesco sustainable investing head launches EMs business
Investment platform T50 will bridge the gap between emerging markets financial institutions and global capital.
12/15/2025
Best Private Banks in the World 2026: Features, Services & Global Leadership
Private Banking Enters a New Era of Digitization, Wealth Intelligence & Ultra-Personalized Services in 2026
12/15/2025
Most financial advisers at banks feel underpaid
Our survey, mostly made up of financial advisers and investment managers, found a majority working for banks feel underpaid.
12/15/2025
Rathbones AM launches Asia ex-Japan equity fund
The strategy is built on bottom-up stock selection and targets companies with strong balance sheets, established management teams, robust governance and innovative business models.
12/12/2025
ABN AMRO announces significant risk transfer transaction with Blackstone
This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans
12/12/2025
Investec named South Africa’s Bank of the Year 2025 by The Banker
Earlier this year, The Banker also recognised Investec as the Best Performing Bank in the UK in its Top 1000 Global Banks ranking
12/12/2025
Cayman Finance strengthens private-wealth engagement at STEP events across the Americas and Asia
The activity spanned Mexico, the US, and Hong Kong between September and November, aligned with STEP’s global conference calendar.
12/12/2025
LPL Welcomes Forest Lake Wealth Partners to Linsco
She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.
12/12/2025
Standard Chartered deepens digital wealth push across EMEA
In response to increasing demand for mobile and online financial solutions, the bank continuously enhanced its wealth digital capabilities in key EMEA markets.
12/12/2025
Brooks Wealth joins Integrity365 as group accelerates expansion
The acquisition supports its commitment to working with trusted, family-founded firms that prioritise personalised advice.
12/12/2025
Chris Künzle: "This is now the benchmark in Swiss private banking."
In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector.
12/12/2025
Barclays PB's Swiss CIO reimagines investment advice
Mathias Gonzalez explains how new generations are reshaping expectations and where the private markets tastes of Swiss clients diverge from their Middle Eastern peers.
12/12/2025
Former Vontobel spin doctor strengthens his communications agency
The two new signings are Jan-Peter Schwartz and Oliver Zilcher.
12/12/2025
Compromise proposal on UBS equity from bourgeois parliamentarians
UBS and its CEO Sergio Ermotti argue that this would put them at a competitive disadvantage compared to their international rivals .
12/12/2025
Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro
Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%.
12/12/2025
Hyper-automation is reshaping wealth management
Beneath the polished interfaces, many firms rely on fragmented systems that slow advisors, overwhelm operations teams, and leave compliance teams wading through manual evidence checks.
12/12/2025
Julius Baer's chief strategist expects calmer waters in 2026.
Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected.