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
Wealth and Asset Management
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.
10/29/2025
Weatherbys partners with Saxo Markets to add execution-only service
Weatherbys will offer personalised support for clients wishing to use the service, while Saxo Markets will handle trade execution and platform queries in a secure, FCA-regulated environment.
10/29/2025
Amundi 2025 first 9 months and 3rd quarter results
The main growth drivers of our Ambitions 2025 plan – Asia, third-party distribution and ETFs – each generated between +€20bn and +€30bn in inflows in the first nine months.
10/29/2025
The future of wealth management in Asia
This growing segment demands more than just transactional services, they seek personalised financial planning, holistic advisory, and digital-first experiences.
10/28/2025
Lazard Brings Decades of Emerging Markets Leadership to the ETF Market with EMKT
Actively managed ETF offers investors high-conviction access to the growth, innovation, and opportunity shaping the world’s fastest-growing economies.
10/28/2025
Is it possible for wealth managers to embrace AI while managing the risks?
After internal audits, firms employ consultation with industry experts and third-party AI model testing and validation as the next most common methods to provide trust and confidence in AI systems.