11/04/2025
Wealth management consolidators advised to review practices
Budd said the review could have an impact on how deals are done in future.
Wealth and Asset Management
11/04/2025
AUM and asset flows update for the three months ended 30 September 2025
Evelyn Partners reports record £67.0 billion in AUM, with £2.1 billion of gross new assets in Q3 2025
11/04/2025
CBH Marks 50 Years – A New Chapter Beyond Swiss Private Banking
Our roots lie in the tradition of Swiss private banking, but our outlook is global.
11/03/2025
SJP FOS complaints jump 194% in H1 2025
The wealth manager saw 1,426 complaints made in H1 2025
11/03/2025
Citizens Private Bank Deepens Southern California Presence with New Los Angeles-Based Team
This milestone follows a period of strong growth for Citizens Private Bank, which recently announced $12.5 billion in deposits and $5.9 billion in loans, amidst thriving momentum across California.
11/03/2025
Alpha Wealth Group Unveils 2025 Legacy and Prosperity Frameworks for Global Families
As global dynamics continue to evolve, Alpha Wealth Group remains at the forefront of private advisory services, pioneering new frameworks for legacy preservation.
11/03/2025
Opinion: “Passing on wealth isn’t merely a numbers game; it’s a battle against human nature”
Asia has a long history of producing wealthy families and the recent decades have seen a significant and rapid increase in family wealth due to economic growth and globalisation.
11/03/2025
UBS and Young Investors Organization Shape NextGen Wealth Leaders
Under the new agreement, UBS becomes the exclusive financial services partner of the YIO – the world’s leading network for next-generation wealth holders and innovators.
11/03/2025
Carlyle Reports Third Quarter 2025 Financial Results
The Board of Directors has declared a quarterly dividend of $0.35 per common share to holders of record at the close of business on November 10, 2025, payable on November 19, 2025.
11/03/2025
Suntera Global secures top tier position in latest trust companies rankings
Global growth strategy and focus on service quality recognised in latest industry list
11/03/2025
Empowering next gen wealth creators through behavioural finance
Alexander emphasises the need for empathy, effective communication, and tailored approaches to meet the unique needs of clients
11/03/2025
BRI Wealth Management acquires FutureFocus Advisory
FutureFocus Advisory founder to retire
11/03/2025
How Advisors Can Win In The Great Wealth Transfer
The question isn’t whether the wealth transfer is coming—it’s whether financial advisors will still be standing when it does.
11/03/2025
Bentley Reid announces Dubai office opening
DFSA Category 4 licence allows Bentley Reid to arrange and advise on its holistic wealth management services from DIFC
10/31/2025
CaixaBank reports a net profit of €4.4 billion through to September, up 3.5%, driven by business strength
This growth has been driven by the positive forward momentum of the business, supported by strong commercial activity and a stable interest rate environment.
10/31/2025
Succession uncertainty and growth demands define 2025 for private business owners
Brown Brothers Harriman survey finds business owners navigating succession uncertainty, next-gen readiness gaps, and the pressures of sustaining growth.
10/31/2025
NAB Private Wealth named Australia’s Best Private Bank for fifth year in a row
The Global Finance accolade recognises NAB Private Wealth’s commitment to excellence in private banking and expertise servicing high-net worth client needs through specialised wealth management services.
10/31/2025
Gold Holdings Ensure SNB Profit in the First Nine Months
In the three reporting quarters, the loss on foreign currency positions amounted to 9,0 billion francs and on franc positions to 0,9 billion francs.
10/31/2025
Clear vision for global development avoids philanthropic blind spots
A new approach to philanthropy can leverage strengths of venture capital investment to tackle long-standing, systemic health problems in developing nations
10/31/2025
CredCore Secures Win in Banking Category at 2025 Money20/20 Awards
This recognition underscores CredCore's mission to modernize credit markets through AI‐native infrastructure software.